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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Berger Financial Group's KRE Position: Q1 2026 in Review

Berger Financial Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.1% in Q1 2026, buying an estimated $56.2K and bringing the position to 11,113 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #244.

Berger Financial Group first reported a position in KRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.55M in Q1 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Berger Financial Group held 11,113 shares of State Street SPDR S&P Regional Banking ETF worth $724K as of Q1 2026.
Berger Financial Group bought 831 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $56.2K.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #244 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 9 quarters since.
Berger Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $2.55M in Q1 2024.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.