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SPDR® S&P Regional Banking ETF(KRE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for KRE
11/11/2026: KRE (4-star) is a STRONG-BUY. BUY for 6 days. Simulated Profits (-1.59%). Updated daily EoD!
KRE provides targeted, modified equal-weighted exposure to the US regional banking sector. It is the most liquid and widely traded option in its space, making it a favorite for tactical sector plays. Its primary use case is for investors looking to capitalize on interest rate movements or regional economic trends. However, it carries significant concentration risk, as it is entirely dependent on the health of regional financial institutions. It is best suited for active investors who are prepared to monitor macro-economic conditions and interest rate policies closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While banks offer cyclical growth, they are not high-growth technology plays. |
| Momentum investor | Strong fit while signal remains positive | KRE can exhibit strong momentum trends during periods of rising interest rates or sector rotation. |
| Value investor | Strong fit | Regional banks often trade at valuation multiples that appeal to value-oriented investors. |
| Dividend/Income investor | Strong fit | The underlying regional banks frequently pay competitive dividends. |
| Low-risk investor | Weak fit | The sector is prone to high volatility and significant downside risk during economic stress. |
Investor Profile
Ideal Investor Profile
The ideal investor is one looking for tactical exposure to the US regional banking sub-sector, typically for cyclical plays or hedging purposes.
Suitability
KRE is best suited for active traders or sophisticated investors looking for sector-specific exposure; it is less suitable for core, long-term buy-and-hold portfolio allocation due to its high sector risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The banking sector often experiences sharp price swings based on economic and policy updates. |
| Market risk | Medium / high | Broader economic downturns can significantly impact the loan books of regional banks. |
| Concentration | High | Investing in a single industry sector exposes the portfolio to idiosyncratic industry risks. |
| Tracking/expense | Low | The ETF is well-managed with a low expense ratio relative to the specialized exposure provided. |
| Liquidity | Low | High trading volume ensures efficient execution even during market stress. |
| Business/sector quality | Medium / high | Regional bank health is highly dependent on local credit quality and interest rate spreads. |
Risk Analysis
Volatility
KRE demonstrates high volatility, particularly during periods of financial stress or sudden changes in central bank interest rate policies.
Market Risk
The primary risk is the concentration in regional banking, meaning the fund is highly susceptible to credit cycles, commercial real estate exposure, and economic downturns that disproportionately affect smaller financial institutions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Regional Banks | 99.5 | This provides concentrated exposure to the US regional banking sector, which is highly sensitive to interest rate cycles and regional economic health. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | This represents residual liquidity held by the fund to manage daily share creations and redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.31% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/11/2026 |
Sector & Industry Intelligence
Sector snapshot as of 2026-11-10
This fund is not assigned to one sector.
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