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Shepherd Financial Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Shepherd Financial Partners’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Sell
35,044
-136
-0.4% -$9.19K 0.22% 73
2025
Q4 		$2.28M Sell
35,180
-2,424
-6% -$152K 0.21% 75
2025
Q3 		$2.38M Buy
37,604
+1,182
+3% +$74.5K 0.23% 74
2025
Q2 		$2.16M Buy
36,422
+981
+3% +$54.6K 0.23% 75
2025
Q1 		$2.01M Buy
35,441
+1,999
+6% +$121K 0.24% 75
2024
Q4 		$2.02M Buy
33,442
+119
+0.4% +$7.38K 0.24% 68
2024
Q3 		$1.89M Buy
33,323
+2,511
+8% +$138K 0.23% 68
2024
Q2 		$1.51M Buy
30,812
+359
+1% +$17.3K 0.2% 75
2024
Q1 		$1.53M Buy
30,453
+2,393
+9% +$118K 0.2% 74
2023
Q4 		$1.47M Buy
+28,060
New +$1.25M 0.21% 76
2018
Q4 		– Sell
-147,148
Closed -$8.99M – 133
2018
Q3 		$8.99M Sell
147,148
-98
-0.1% -$6.11K 2.03% 7
2018
Q2 		$9.06M Buy
147,246
+855
+0.6% +$53.6K 2.04% 7
2018
Q1 		$8.86M Sell
146,391
-1,345
-0.9% -$83.5K 2.18% 7
2017
Q4 		$8.7M Sell
147,736
-12,301
-8% -$707K 2.04% 8
2017
Q3 		$9.08M Buy
160,037
+38,178
+31% +$2.05M 2.11% 8
2017
Q2 		$6.72M Buy
121,859
+1,966
+2% +$106K 1.64% 9
2017
Q1 		$6.34M Buy
119,893
+8,868
+8% +$496K 1.65% 10
2016
Q4 		$6.17M Buy
+111,025
New +$5.44M 1.75% 10

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Shepherd Financial Partners's KRE Position: Q1 2026 in Review

Shepherd Financial Partners reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.39% in Q1 2026, selling an estimated $9.19K and leaving 35,044 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #73.

Shepherd Financial Partners first reported a position in KRE in Q4 2016 and has held it in 18 quarters since. The position peaked at $9.08M in Q3 2017. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Shepherd Financial Partners held 35,044 shares of State Street SPDR S&P Regional Banking ETF worth $2.28M as of Q1 2026.
  • Shepherd Financial Partners sold 136 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $9.19K.
  • State Street SPDR S&P Regional Banking ETF made up 0.22% of Shepherd Financial Partners's portfolio in Q1 2026, its #73 holding.
  • Shepherd Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 18 quarters since.
  • Shepherd Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $9.08M in Q3 2017.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.