FIRST INTERSTATE BANK KRE — SPDR SERIES TRUST

Ownership history in FIRST INTERSTATE BANK  ·  6 quarters on record

AI Ownership Summary

FIRST INTERSTATE BANK reported SPDR SERIES TRUST (KRE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q4. The latest visible filing shows KRE at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST INTERSTATE BANK's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KRE was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KRE stock page FIRST INTERSTATE BANK fund profile FIRST INTERSTATE BANK full holdings
How FIRST INTERSTATE BANK held KRE — position size vs. price
% of Fund (quarterly)    KRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 72,166 -743 -1.0% 0.26% $4.7M 2026-04-29 $69.03
2025 Q4 REDUCED — — — 72,909 -2,620 -3.5% 0.25% $4.7M 2026-01-29 $68.63
2025 Q3 REDUCED — — — 75,529 -2,606 -3.3% 0.26% $4.8M 2025-10-29 $59.09
2025 Q2 REDUCED — — — 78,135 -902 -1.1% 0.27% $4.6M 2025-07-30 $59.70
2025 Q1 REDUCED 5.5% +5.2% ❌ 79,037 -4,621 -5.5% 0.27% $4.5M 2025-04-30 $52.79
2024 Q4 INITIATED — — — 83,658 — — 0.31% $5.0M 2025-02-04 $62.05

🏢 Other funds also holding KRE

As of 2026 Q1 — sorted by position size

Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 8.39% Trust Point Inc. 3.04% Highlander Partners, L.P. 3Y 2.55% CREDIT INDUSTRIEL ET COMMERCIAL 2.14% Carrera Capital Advisors 1.95% ALTFEST L J & CO INC 3Y 7Y 1.28% SAM Advisors, LLC 3Y 1.28% IAM Advisory, LLC 3Y 1.07% Parkside Investments, LLC 3Y 7Y 0.97% SWEENEY & MICHEL, LLC 0.78%

FAQ About FIRST INTERSTATE BANK and KRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST INTERSTATE BANK reported owning KRE?

FIRST INTERSTATE BANK reported KRE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported KRE position in FIRST INTERSTATE BANK's portfolio?

The largest reported portfolio weight for KRE was 0.31% in 2024 Q4.

What is the latest reported KRE position on this page?

The most recent filing on this page is 2026 Q1, when FIRST INTERSTATE BANK reported 72,166 shares, equal to 0.26% of portfolio, with an estimated market value of $4.7M.

What does the chart on this KRE ownership page compare?

The chart compares FIRST INTERSTATE BANK's quarterly KRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST INTERSTATE BANK time their KRE position?

Based on 13F filing dates vs. subsequent KRE price moves, FIRST INTERSTATE BANK correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on KRE relative to SPY over the holding period was -5.9%.

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