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

Valicenti Advisory Services’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	–	Sell	-46,580	Closed	-$3.49M	–	83
2026 Q2	$3.49M	Buy	46,580 +985	+2%	+$68.9K	0.66%	40
2026 Q1	$2.97M	Buy	+45,595	New	+$3.08M	0.65%	43
2013 Q4	–	Sell	-58,250	Closed	-$2.08M	–	58
2013 Q3	$2.08M	Sell	58,250 -1,700	-3%	-$61.4K	1.42%	30
2013 Q2	$2.03M	Buy	+59,950	New	+$1.92M	1.46%	31

Other funds holding KRE

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 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

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Valicenti Advisory Services's KRE Position: Q3 2026 in Review

Valicenti Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2026, closing a stake of 46,580 shares — an estimated $3.49M sold.

Valicenti Advisory Services first reported a position in KRE in Q2 2013 and held it in 4 quarters. The position peaked at $3.49M in Q2 2026. 120 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Valicenti Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2026 after selling out during the quarter.
Valicenti Advisory Services sold 46,580 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $3.49M.
Valicenti Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 4 quarters.
Valicenti Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $3.49M in Q2 2026.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Valicenti Advisory Services's 13F filing for Q3 2026, filed 23 Oct 2026.