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 Q1	–	Sell	-61,000	Closed	-$3.95M	–	1656
2025 Q4	$3.95M	Buy	61,000 +5,400	+10%	+$339K	0.02%	391
2025 Q3	$3.52M	Buy	55,600 +2,800	+5%	+$177K	0.03%	355
2025 Q2	$3.14M	Sell	52,800 -7,900	-13%	-$440K	0.03%	350
2025 Q1	$3.45M	Sell	60,700 -1,200	-2%	-$72.9K	0.03%	330
2024 Q4	$3.74M	Buy	+61,900	New	+$3.84M	0.03%	306

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

United Capital Financial Advisors's KRE Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.6% in Q1 2026, selling an estimated $14.6K and leaving 8,216 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

United Capital Financial Advisors first reported a position in KRE in Q3 2013 and has held it in 45 quarters since. The position peaked at $18.6M in Q4 2019. 506 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

United Capital Financial Advisors held 8,216 shares of State Street SPDR S&P Regional Banking ETF worth $535K as of Q1 2026.
United Capital Financial Advisors sold 216 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $14.6K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1036 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 45 quarters since.
United Capital Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $18.6M in Q4 2019.
506 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.