Valeo Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,576
| Closed | -$297K | – | 838 |
|
|
2025
Q4 | $297K | Buy |
4,576
+1,049
| +30% | +$65.9K | 0.01% | 629 |
|
|
2025
Q3 | $223K | Buy |
+3,527
| New | +$222K | 0.01% | 724 |
|
|
2025
Q1 | – | Sell |
-3,326
| Closed | -$201K | – | 731 |
|
|
2024
Q4 | $201K | Sell |
3,326
-4,370
| -57% | -$271K | 0.01% | 664 |
|
|
2024
Q3 | $436K | Sell |
7,696
-1,682
| -18% | -$92.3K | 0.01% | 441 |
|
|
2024
Q2 | $460K | Sell |
9,378
-99
| -1% | -$4.78K | 0.01% | 411 |
|
|
2024
Q1 | $464K | Buy |
9,477
+298
| +3% | +$14.7K | 0.02% | 397 |
|
|
2023
Q4 | $481K | Buy |
9,179
+456
| +5% | +$20.4K | 0.02% | 377 |
|
|
2023
Q3 | $364K | Buy |
8,723
+3,783
| +77% | +$169K | 0.02% | 409 |
|
|
2023
Q2 | $202K | Sell |
4,940
-1,050
| -18% | -$43.1K | 0.01% | 547 |
|
|
2023
Q1 | $263K | Buy |
5,990
+2,375
| +66% | +$135K | 0.01% | 476 |
|
|
2022
Q4 | $212K | Buy |
3,615
+175
| +5% | +$10.8K | 0.01% | 469 |
|
|
2022
Q3 | $203K | Buy |
+3,440
| New | +$215K | 0.01% | 441 |
|
|
2022
Q2 | – | Sell |
-3,835
| Closed | -$264K | – | 585 |
|
|
2022
Q1 | $264K | Buy |
3,835
+942
| +33% | +$68.6K | 0.01% | 477 |
|
|
2021
Q4 | $205K | Buy |
+2,893
| New | +$207K | 0.01% | 515 |
|
|
2021
Q2 | – | Sell |
-2,884
| Closed | -$191K | – | 1208 |
|
|
2021
Q1 | $191K | Buy |
2,884
+8
| +0.3% | +$499 | 0.01% | 450 |
|
|
2020
Q4 | $149K | Buy |
2,876
+13
| +0.5% | +$594 | 0.01% | 475 |
|
|
2020
Q3 | $102K | Buy |
2,863
+17
| +0.6% | +$641 | 0.01% | 470 |
|
|
2020
Q2 | $109K | Sell |
2,846
-107
| -4% | -$3.91K | 0.01% | 487 |
|
|
2020
Q1 | $110K | Buy |
2,953
+37
| +1% | +$1.81K | 0.01% | 402 |
|
|
2019
Q4 | $170K | Buy |
2,916
+10
| +0.3% | +$554 | 0.02% | 351 |
|
|
2019
Q3 | $153K | Buy |
2,906
+10
| +0.3% | +$522 | 0.02% | 345 |
|
|
2019
Q2 | $155K | Buy |
2,896
+11
| +0.4% | +$587 | 0.02% | 343 |
|
|
2019
Q1 | $148K | Buy |
2,885
+7
| +0.2% | +$374 | 0.02% | 334 |
|
|
2018
Q4 | $135K | Hold |
2,878
| – | – | 0.02% | 320 |
|
|
2018
Q3 | $155K | Hold |
2,878
| – | – | 0.02% | 315 |
|
|
2018
Q2 | $178K | Sell |
2,878
-4,000
| -58% | -$251K | 0.02% | 299 |
|
|
2018
Q1 | $415K | Buy |
6,878
+5,590
| +434% | +$347K | 0.07% | 170 |
|
|
2017
Q4 | $76K | Hold |
1,288
| – | – | 0.01% | 394 |
|
|
2017
Q3 | $73K | Buy |
+1,288
| New | +$69.2K | 0.02% | 342 |
|
Other funds holding KRE
Valeo Financial Advisors's KRE Position: Q1 2026 in Review
Valeo Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 4,576 shares — an estimated $297K sold.
Valeo Financial Advisors first reported a position in KRE in Q3 2017 and held it in 29 quarters. The position peaked at $481K in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.
- Valeo Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
- Valeo Financial Advisors sold 4,576 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $297K.
- Valeo Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2017 and held it in 29 quarters.
- Valeo Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $481K in Q4 2023.
- 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.
Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.