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

Sowell Financial Services’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
Q2 		$2.84M Buy
37,940
+32,028
+542% +$2.24M 0.09% 237
2026
Q1 		$385K Sell
5,912
-24,631
-81% -$1.66M 0.01% 731
2025
Q4 		$1.98M Sell
30,543
-19,099
-38% -$1.2M 0.07% 282
2025
Q3 		$3.14M Buy
49,642
+1,355
+3% +$85.4K 0.12% 181
2025
Q2 		$2.87M Buy
48,287
+2,657
+6% +$148K 0.12% 181
2025
Q1 		$2.59M Sell
45,630
-5,040
-10% -$306K 0.12% 179
2024
Q4 		$3.06M Sell
50,670
-312
-0.6% -$19.3K 0.16% 143
2024
Q3 		$2.89M Buy
50,982
+18,514
+57% +$1.02M 0.13% 171
2024
Q2 		$1.59M Buy
+32,468
New +$1.57M 0.08% 261
2024
Q1 		– Sell
-44,463
Closed -$2.33M – 566
2023
Q4 		$2.33M Buy
+44,463
New +$1.99M 0.13% 181
2023
Q3 		– Sell
-55,852
Closed -$2.28M – 562
2023
Q2 		$2.28M Buy
55,852
+50,689
+982% +$2.08M 0.13% 185
2023
Q1 		$226K Sell
5,163
-6,021
-54% -$342K 0.02% 660
2022
Q4 		$657K Sell
11,184
-54,582
-83% -$3.36M 0.04% 388
2022
Q3 		$3.87M Buy
+65,766
New +$4.11M 0.39% 72
2022
Q1 		– Sell
-39,163
Closed -$2.77M – 358
2021
Q4 		$2.77M Buy
39,163
+1,516
+4% +$108K 0.16% 148
2021
Q3 		$2.55M Sell
37,647
-13,497
-26% -$868K 0.17% 145
2021
Q2 		$3.35M Sell
51,144
-4,564
-8% -$312K 0.22% 123
2021
Q1 		$3.94M Buy
55,708
+5,817
+12% +$363K 0.14% 144
2020
Q4 		$2.59M Buy
49,891
+20,861
+72% +$954K 0.11% 166
2020
Q3 		$1.04M Buy
29,030
+13,663
+89% +$515K 0.05% 291
2020
Q2 		$590K Sell
15,367
-20,969
-58% -$767K 0.03% 411
2020
Q1 		$1.18M Buy
36,336
+26,225
+259% +$1.28M 0.09% 226
2019
Q4 		$589K Sell
10,111
-352
-3% -$19.5K 0.04% 403
2019
Q3 		$552K Buy
+10,463
New +$546K 0.05% 391
2019
Q1 		$606K Sell
11,807
-39,850
-77% -$2.13M 0.07% 281
2018
Q4 		$2.42M Buy
+51,657
New +$2.76M 0.34% 65
2018
Q3 		– Sell
-73,602
Closed -$4.56M – 426
2018
Q2 		$4.56M Buy
73,602
+22,585
+44% +$1.42M 0.97% 27
2018
Q1 		$3.16M Sell
51,017
-530
-1% -$32.9K 0.79% 33
2017
Q4 		$3.2M Buy
51,547
+26,774
+108% +$1.54M 0.78% 37
2017
Q3 		$1.41M Sell
24,773
-2,935
-11% -$158K 0.37% 67
2017
Q2 		$1.52M Buy
27,708
+21,363
+337% +$1.15M 0.43% 58
2017
Q1 		$337K Sell
6,345
-287
-4% -$16.1K 0.1% 175
2016
Q4 		$384K Buy
+6,632
New +$325K 0.13% 138

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sowell Financial Services's KRE Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 542% in Q2 2026, buying an estimated $2.24M and bringing the position to 37,940 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #237.

Sowell Financial Services first reported a position in KRE in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.56M in Q2 2018. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Sowell Financial Services held 37,940 shares of State Street SPDR S&P Regional Banking ETF worth $2.84M as of Q2 2026.
  • Sowell Financial Services bought 32,028 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $2.24M.
  • State Street SPDR S&P Regional Banking ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #237 holding.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and has held it in 33 quarters since.
  • Sowell Financial Services's State Street SPDR S&P Regional Banking ETF position peaked at $4.56M in Q2 2018.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.