Grimes & Company’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Grimes & Company’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	$507K	Buy	6,776 +12	+0.2%	+$840	0.01%	309
2026 Q1	$441K	Buy	6,764 +13	+0.2%	+$879	0.01%	312
2025 Q4	$438K	Sell	6,751 -337	-5%	-$21.2K	0.01%	325
2025 Q3	$449K	Sell	7,088 -895	-11%	-$56.4K	0.01%	322
2025 Q2	$474K	Buy	7,983 +2,512	+46%	+$140K	0.01%	274
2025 Q1	$311K	Buy	5,471 +6	+0.1%	+$365	0.01%	287
2024 Q4	$330K	Buy	5,465 +6	+0.1%	+$372	0.01%	298
2024 Q3	$309K	Buy	5,459 +6	+0.1%	+$329	0.01%	285
2024 Q2	$268K	Buy	5,453 +6	+0.1%	+$290	0.01%	284
2024 Q1	$274K	Sell	5,447 -137,783	-96%	-$6.8M	0.01%	281
2023 Q4	$7.51M	Buy	143,230 +138,225	+2,762%	+$6.18M	0.25%	83
2023 Q3	$209K	Sell	5,005 -7,006	-58%	-$312K	0.01%	273
2023 Q2	$490K	Sell	12,011 -400	-3%	-$16.4K	0.02%	209
2023 Q1	$544K	Buy	+12,411	New	+$704K	0.02%	196

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Grimes & Company's KRE Position: Q2 2026 in Review

Grimes & Company increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.18% in Q2 2026, buying an estimated $840 and bringing the position to 6,776 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #309.

Grimes & Company first reported a position in KRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.51M in Q4 2023. 74 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Grimes & Company held 6,776 shares of State Street SPDR S&P Regional Banking ETF worth $507K as of Q2 2026.
Grimes & Company bought 12 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $840.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #309 holding.
Grimes & Company first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 14 quarters since.
Grimes & Company's State Street SPDR S&P Regional Banking ETF position peaked at $7.51M in Q4 2023.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.