Simon Quick Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Simon Quick Advisors’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 Q3	$201K	Buy	2,894 +118	+4%	+$8.82K	0.01%	442
2026 Q2	$208K	Buy	+2,776	New	+$194K	0.01%	402
2025 Q4	–	Sell	-9,776	Closed	-$619K	–	416
2025 Q3	$619K	Hold	9,776	–	–	0.03%	243
2025 Q2	$581K	Hold	9,776	–	–	0.03%	234
2025 Q1	$556K	Buy	9,776 +1,276	+15%	+$77.5K	0.03%	277
2024 Q4	$513K	Hold	8,500	–	–	0.03%	239
2024 Q3	$481K	Hold	8,500	–	–	0.03%	246
2024 Q2	$417K	Hold	8,500	–	–	0.03%	241
2024 Q1	$427K	Hold	8,500	–	–	0.03%	229
2023 Q4	$446K	Sell	8,500 -2,300	-21%	-$103K	0.04%	187
2023 Q3	$451K	Buy	+10,800	New	+$482K	0.04%	174
2023 Q2	–	Sell	-5,900	Closed	-$259K	–	292
2023 Q1	$259K	Buy	5,900 +2,100	+55%	+$119K	0.03%	228
2022 Q4	$223K	Buy	+3,800	New	+$234K	0.03%	213
2019 Q3	–	Sell	-221	Closed	-$11.8K	–	454
2019 Q2	$11.8K	Buy	+221	New	+$11.8K	0.01%	214
2018 Q3	–	Sell	-175	Closed	-$10K	–	323
2018 Q2	$10K	Buy	+175	New	+$11K	﹤0.01%	265

Other funds holding KRE

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Simon Quick Advisors's KRE Position: Q3 2026 in Review

Simon Quick Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.3% in Q3 2026, buying an estimated $8.82K and bringing the position to 2,894 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #442.

Simon Quick Advisors first reported a position in KRE in Q2 2018 and has held it in 15 quarters since. The position peaked at $619K in Q3 2025. 160 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Simon Quick Advisors held 2,894 shares of State Street SPDR S&P Regional Banking ETF worth $201K as of Q3 2026.
Simon Quick Advisors bought 118 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $8.82K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #442 holding.
Simon Quick Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 15 quarters since.
Simon Quick Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $619K in Q3 2025.
160 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.