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

Brian Low 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	$769K	Buy	10,274 +254	+3%	+$17.8K	0.45%	65
2026 Q1	$653K	Buy	+10,020	New	+$677K	0.44%	70
2025 Q4	–	Sell	-14,304	Closed	-$905K	–	119
2025 Q3	$905K	Buy	14,304 +2,423	+20%	+$153K	0.7%	51
2025 Q2	$706K	Buy	+11,881	New	+$662K	0.66%	55

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

Brian Low Financial Group's KRE Position: Q2 2026 in Review

Brian Low Financial Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 10,274 shares worth $769K. The position accounts for 0.45% of the portfolio, ranked #65.

Brian Low Financial Group first reported a position in KRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $905K in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Brian Low Financial Group held 10,274 shares of State Street SPDR S&P Regional Banking ETF worth $769K as of Q2 2026.
Brian Low Financial Group bought 254 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $17.8K.
State Street SPDR S&P Regional Banking ETF made up 0.45% of Brian Low Financial Group's portfolio in Q2 2026, its #65 holding.
Brian Low Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2025 and has held it in 4 quarters since.
Brian Low Financial Group's State Street SPDR S&P Regional Banking ETF position peaked at $905K in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.