Berkshire Money Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Berkshire Money Management’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	–	Sell	-84,141	Closed	-$5.48M	–	57
2026 Q1	$5.48M	Buy	+84,141	New	+$5.69M	0.56%	27
2020 Q2	–	Sell	-296	Closed	-$10K	–	58
2020 Q1	$10K	Buy	+296	New	+$14.5K	﹤0.01%	65

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

Berkshire Money Management's KRE Position: Q2 2026 in Review

Berkshire Money Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 84,141 shares — an estimated $5.48M sold.

Berkshire Money Management first reported a position in KRE in Q1 2020 and held it in 2 quarters. The position peaked at $5.48M in Q1 2026. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Berkshire Money Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Berkshire Money Management sold 84,141 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $5.48M.
Berkshire Money Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2020 and held it in 2 quarters.
Berkshire Money Management's State Street SPDR S&P Regional Banking ETF position peaked at $5.48M in Q1 2026.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.