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

Toth Financial 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 Q3	$647K	Sell	9,313 -42	-0.4%	-$3.14K	0.06%	162
2026 Q2	$700K	Buy	9,355 +350	+4%	+$24.5K	0.07%	159
2026 Q1	$587K	Buy	9,005 +2,426	+37%	+$164K	0.06%	151
2025 Q4	$426K	Buy	6,579 +188	+3%	+$11.8K	0.05%	174
2025 Q3	$405K	Buy	6,391 +305	+5%	+$19.2K	0.04%	181
2025 Q2	$361K	Sell	6,086 -630	-9%	-$35.1K	0.04%	182
2025 Q1	$382K	Buy	6,716 +16	+0.2%	+$972	0.05%	175
2024 Q4	$404K	Buy	6,700 +2,430	+57%	+$151K	0.05%	171
2024 Q3	$242K	Buy	4,270 +721	+20%	+$39.6K	0.03%	194
2024 Q2	$174K	Buy	3,549 +434	+14%	+$20.9K	0.02%	204
2024 Q1	$157K	Sell	3,115 -13,894	-82%	-$686K	0.02%	209
2023 Q4	$892K	Hold	17,009	–	–	0.12%	119
2023 Q3	$710K	Buy	17,009 +858	+5%	+$38.3K	0.11%	130
2023 Q2	$659K	Buy	16,151 +14,532	+898%	+$596K	0.1%	135
2023 Q1	$71K	Sell	1,619 -7,650	-83%	-$434K	0.01%	248
2022 Q4	$544K	Hold	9,269	–	–	0.09%	149
2022 Q3	$546K	Buy	9,269 +4,503	+94%	+$282K	0.1%	129
2022 Q2	$277K	Buy	4,766 +4,590	+2,608%	+$287K	0.05%	158
2022 Q1	$12K	Buy	176 +126	+252%	+$9.18K	﹤0.01%	452
2021 Q4	$4K	Buy	50 +25	+100%	+$1.79K	﹤0.01%	589
2021 Q3	$2K	Sell	25 -5	-17%	-$321	﹤0.01%	657
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	599
2021 Q1	$2K	Buy	+30	New	+$1.87K	﹤0.01%	596

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

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

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

Toth Financial Advisory's KRE Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.45% in Q3 2026, selling an estimated $3.14K and leaving 9,313 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #162.

Toth Financial Advisory first reported a position in KRE in Q1 2021 and has held it in 23 quarters since. The position peaked at $892K in Q4 2023. 166 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Toth Financial Advisory held 9,313 shares of State Street SPDR S&P Regional Banking ETF worth $647K as of Q3 2026.
Toth Financial Advisory sold 42 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $3.14K.
State Street SPDR S&P Regional Banking ETF made up 0.06% of Toth Financial Advisory's portfolio in Q3 2026, its #162 holding.
Toth Financial Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 23 quarters since.
Toth Financial Advisory's State Street SPDR S&P Regional Banking ETF position peaked at $892K in Q4 2023.
166 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.