Steward Partners Investment Advisory’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Steward Partners Investment Advisory’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	$887K	Sell	11,855 -4,684	-28%	-$328K	﹤0.01%	1365
2026 Q1	$1.08M	Sell	16,539 -1,833	-10%	-$124K	0.01%	1132
2025 Q4	$1.19M	Sell	18,372 -825	-4%	-$51.8K	0.01%	989
2025 Q3	$1.22M	Sell	19,197 -1,354	-7%	-$85.4K	0.01%	974
2025 Q2	$1.22M	Sell	20,551 -1,065	-5%	-$59.3K	0.01%	905
2025 Q1	$1.23M	Buy	21,616 +9	+0%	+$547	0.01%	829
2024 Q4	$1.3M	Buy	21,607 +589	+3%	+$36.5K	0.01%	787
2024 Q3	$1.19M	Buy	21,018 +345	+2%	+$18.9K	0.01%	797
2024 Q2	$1.02M	Sell	20,673 -116	-0.6%	-$5.6K	0.01%	807
2024 Q1	$1.05M	Sell	20,789 -32,978	-61%	-$1.63M	0.01%	777
2023 Q4	$2.82M	Buy	53,767 +41,493	+338%	+$1.86M	0.04%	418
2023 Q3	$513K	Sell	12,274 -524	-4%	-$23.4K	0.01%	914
2023 Q2	$523K	Buy	12,798 +992	+8%	+$40.7K	0.01%	920
2023 Q1	$518K	Sell	11,806 -10,485	-47%	-$595K	0.01%	911
2022 Q4	$1.31M	Sell	22,291 -19,411	-47%	-$1.19M	0.02%	577
2022 Q3	$2.46M	Buy	41,702 +30,334	+267%	+$1.9M	0.05%	373
2022 Q2	$660K	Sell	11,368 -1,250	-10%	-$78.1K	0.01%	766
2022 Q1	$869K	Buy	12,618 +26	+0.2%	+$1.89K	0.01%	728
2021 Q4	$892K	Sell	12,592 -7,500	-37%	-$536K	0.01%	743
2021 Q3	$1.36M	Buy	20,092 +7,192	+56%	+$462K	0.02%	561
2021 Q2	$845K	Sell	12,900 -2,318	-15%	-$158K	0.01%	742
2021 Q1	$1.01M	Sell	15,218 -3,059	-17%	-$191K	0.02%	643
2020 Q4	$949K	Sell	18,277 -37,215	-67%	-$1.7M	0.02%	576
2020 Q3	$1.98M	Buy	55,492 +42,118	+315%	+$1.59M	0.05%	328
2020 Q2	$513K	Sell	13,374 -30	-0.2%	-$1.1K	0.01%	619
2020 Q1	$436K	Sell	13,404 -1,377	-9%	-$67.4K	0.02%	593
2019 Q4	$860K	Buy	14,781 +397	+3%	+$22K	0.03%	494
2019 Q3	$759K	Sell	14,384 -210	-1%	-$11K	0.03%	478
2019 Q2	$779K	Buy	14,594 +787	+6%	+$42K	0.03%	444
2019 Q1	$708K	Buy	13,807 +3,999	+41%	+$213K	0.03%	431
2018 Q4	$458K	Sell	9,808 -3,235	-25%	-$173K	0.02%	505
2018 Q3	$775K	Sell	13,043 -1	-0%	-$62	0.04%	404
2018 Q2	$796K	Buy	13,044 +12,379	+1,862%	+$776K	0.05%	342
2018 Q1	$40K	Buy	665 +41	+7%	+$2.54K	﹤0.01%	1080
2017 Q4	$36K	Buy	624 +575	+1,173%	+$33K	﹤0.01%	940
2017 Q3	$2K	Hold	49	–	–	﹤0.01%	1502
2017 Q2	$2K	Hold	49	–	–	﹤0.01%	1425
2017 Q1	$2K	Buy	+49	New	+$2.74K	﹤0.01%	1314

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steward Partners Investment Advisory's KRE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 28% in Q2 2026, selling an estimated $328K and leaving 11,855 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Steward Partners Investment Advisory first reported a position in KRE in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.82M in Q4 2023. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Steward Partners Investment Advisory held 11,855 shares of State Street SPDR S&P Regional Banking ETF worth $887K as of Q2 2026.
Steward Partners Investment Advisory sold 4,684 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $328K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1365 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Regional Banking ETF position peaked at $2.82M in Q4 2023.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.