United Capital Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

United Capital Financial 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 Q2	$640K	Buy	8,559 +343	+4%	+$24K	﹤0.01%	999
2026 Q1	$535K	Sell	8,216 -216	-3%	-$14.6K	﹤0.01%	1036
2025 Q4	$547K	Buy	+8,432	New	+$530K	﹤0.01%	931
2024 Q2	–	Sell	-49,588	Closed	-$2.49M	–	1072
2024 Q1	$2.49M	Sell	49,588 -203	-0.4%	-$10K	0.02%	386
2023 Q4	$2.61M	Sell	49,791 -14,654	-23%	-$655K	0.02%	373
2023 Q3	$2.69M	Buy	64,445 +34,839	+118%	+$1.55M	0.02%	380
2023 Q2	$1.21M	Buy	29,606 +5,203	+21%	+$214K	0.01%	513
2023 Q1	$1.07M	Sell	24,403 -1,798	-7%	-$102K	0.01%	557
2022 Q4	$1.54M	Sell	26,201 -83	-0.3%	-$5.11K	0.01%	530
2022 Q3	$1.55M	Sell	26,284 -2,121	-7%	-$133K	0.01%	518
2022 Q2	$1.65M	Sell	28,405 -3,175	-10%	-$198K	0.01%	529
2022 Q1	$2.18M	Sell	31,580 -1,183	-4%	-$86.2K	0.01%	496
2021 Q4	$2.32M	Sell	32,763 -1,543	-4%	-$110K	0.01%	504
2021 Q3	$2.32M	Buy	34,306 +495	+1%	+$31.8K	0.01%	497
2021 Q2	$2.22M	Sell	33,811 -1,777	-5%	-$121K	0.01%	515
2021 Q1	$2.36M	Sell	35,588 -844	-2%	-$52.7K	0.01%	475
2020 Q4	$1.89M	Sell	36,432 -3,801	-9%	-$174K	0.01%	518
2020 Q3	$1.44M	Sell	40,233 -7,253	-15%	-$273K	0.01%	579
2020 Q2	$1.82M	Sell	47,486 -13,140	-22%	-$481K	0.01%	540
2020 Q1	$1.98M	Sell	60,626 -258,885	-81%	-$12.7M	0.02%	499
2019 Q4	$18.6M	Sell	319,511 -13,097	-4%	-$726K	0.12%	209
2019 Q3	$17.6M	Buy	332,608 +10,783	+3%	+$563K	0.12%	202
2019 Q2	$17.2M	Buy	321,825 +40,730	+14%	+$2.18M	0.11%	194
2019 Q1	$14.4M	Buy	281,095 +7,710	+3%	+$411K	0.1%	227
2018 Q4	$12.8M	Buy	273,385 +3,385	+1%	+$181K	0.1%	215
2018 Q3	$16M	Buy	270,000 +971	+0.4%	+$60.5K	0.11%	206
2018 Q2	$16.4M	Buy	269,029 +6,981	+3%	+$438K	0.12%	184
2018 Q1	$15.8M	Sell	262,048 -5,241	-2%	-$325K	0.12%	194
2017 Q4	$15.9M	Sell	267,289 -400	-0.1%	-$23K	0.13%	198
2017 Q3	$15.2M	Sell	267,689 -3,959	-1%	-$213K	0.13%	189
2017 Q2	$14.9M	Sell	271,648 -1,646	-0.6%	-$88.5K	0.13%	178
2017 Q1	$14.9M	Sell	273,294 -1,766	-0.6%	-$98.8K	0.14%	170
2016 Q4	$15.3M	Sell	275,060 -10,931	-4%	-$535K	0.15%	156
2016 Q3	$12.1M	Sell	285,991 -18,813	-6%	-$771K	0.12%	205
2016 Q2	$11.6M	Sell	304,804 -7,478	-2%	-$296K	0.12%	195
2016 Q1	$11.8M	Buy	312,282 +13	+0%	+$478	0.13%	168
2015 Q4	$13.1M	Buy	312,269 +8,017	+3%	+$347K	0.15%	146
2015 Q3	$12.5M	Sell	304,252 -7,501	-2%	-$318K	0.15%	149
2015 Q2	$13.8M	Sell	311,753 -953	-0.3%	-$40.5K	0.16%	146
2015 Q1	$12.9M	Buy	312,706 +268,606	+609%	+$10.6M	0.16%	156
2014 Q4	$1.79M	Sell	44,100 -2,000	-4%	-$78.5K	0.03%	496
2014 Q3	$1.75M	Sell	46,100 -1,000	-2%	-$39K	0.03%	476
2014 Q2	$1.9M	Sell	47,100 -1,300	-3%	-$51.1K	0.04%	424
2014 Q1	$2M	Buy	48,400 +22,100	+84%	+$880K	0.04%	353
2013 Q4	$1.07M	Buy	26,300 +7,010	+36%	+$269K	0.04%	321
2013 Q3	$688K	Buy	+19,290	New	+$697K	0.02%	396

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

United Capital Financial Advisors's KRE Position: Q2 2026 in Review

United Capital Financial Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.2% in Q2 2026, buying an estimated $24K and bringing the position to 8,559 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

United Capital Financial Advisors first reported a position in KRE in Q3 2013 and has held it in 46 quarters since. The position peaked at $18.6M in Q4 2019. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

United Capital Financial Advisors held 8,559 shares of State Street SPDR S&P Regional Banking ETF worth $640K as of Q2 2026.
United Capital Financial Advisors bought 343 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $24K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #999 holding.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2013 and has held it in 46 quarters since.
United Capital Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $18.6M in Q4 2019.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.