Berger Financial Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Berger Financial Group’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 Q2	$795K	Sell	10,626 -487	-4%	-$34.1K	0.04%	241
2026 Q1	$724K	Buy	11,113 +831	+8%	+$56.2K	0.04%	244
2025 Q4	$666K	Sell	10,282 -6,374	-38%	-$401K	0.04%	256
2025 Q3	$1.05M	Sell	16,656 -3,245	-16%	-$205K	0.06%	197
2025 Q2	$1.18M	Sell	19,901 -1,192	-6%	-$66.4K	0.08%	179
2025 Q1	$1.2M	Sell	21,093 -3,111	-13%	-$189K	0.08%	168
2024 Q4	$1.46M	Sell	24,204 -10,769	-31%	-$668K	0.1%	147
2024 Q3	$1.98M	Sell	34,973 -8,304	-19%	-$456K	0.14%	120
2024 Q2	$2.12M	Sell	43,277 -7,410	-15%	-$358K	0.17%	112
2024 Q1	$2.55M	Buy	+50,687	New	+$2.5M	0.21%	101

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Berger Financial Group's KRE Position: Q2 2026 in Review

Berger Financial Group reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.4% in Q2 2026, selling an estimated $34.1K and leaving 10,626 shares worth $795K. The position accounts for 0.04% of the portfolio, ranked #241.

Berger Financial Group first reported a position in KRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.55M in Q1 2024. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Berger Financial Group held 10,626 shares of State Street SPDR S&P Regional Banking ETF worth $795K as of Q2 2026.
Berger Financial Group sold 487 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $34.1K.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #241 holding.
Berger Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $2.55M in Q1 2024.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.