HM Payson & Co’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

HM Payson & Co’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	$173K	Buy	2,312 +12	+0.5%	+$840	﹤0.01%	472
2026 Q1	$150K	Hold	2,300	–	–	﹤0.01%	487
2025 Q4	$149K	Hold	2,300	–	–	﹤0.01%	488
2025 Q3	$146K	Hold	2,300	–	–	﹤0.01%	493
2025 Q2	$137K	Hold	2,300	–	–	﹤0.01%	488
2025 Q1	$131K	Hold	2,300	–	–	﹤0.01%	489
2024 Q4	$139K	Hold	2,300	–	–	﹤0.01%	482
2024 Q3	$130K	Hold	2,300	–	–	﹤0.01%	484
2024 Q2	$113K	Hold	2,300	–	–	﹤0.01%	482
2024 Q1	$116K	Hold	2,300	–	–	﹤0.01%	482
2023 Q4	$121K	Hold	2,300	–	–	﹤0.01%	468
2023 Q3	$96.1K	Hold	2,300	–	–	﹤0.01%	485
2023 Q2	$93.9K	Sell	2,300 -325	-12%	-$13.3K	﹤0.01%	488
2023 Q1	$115K	Hold	2,625	–	–	﹤0.01%	452
2022 Q4	$154K	Hold	2,625	–	–	﹤0.01%	403
2022 Q3	$155K	Hold	2,625	–	–	﹤0.01%	412
2022 Q2	$152K	Sell	2,625 -19	-0.7%	-$1.19K	﹤0.01%	418
2022 Q1	$183K	Buy	2,644 +144	+6%	+$10.5K	﹤0.01%	414
2021 Q4	$177K	Buy	2,500 +920	+58%	+$65.8K	﹤0.01%	417
2021 Q3	$107K	Buy	+1,580	New	+$102K	﹤0.01%	466

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

HM Payson & Co's KRE Position: Q2 2026 in Review

HM Payson & Co increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.52% in Q2 2026, buying an estimated $840 and bringing the position to 2,312 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

HM Payson & Co first reported a position in KRE in Q3 2021 and has held it in 20 quarters since. The position peaked at $183K in Q1 2022. 82 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

HM Payson & Co held 2,312 shares of State Street SPDR S&P Regional Banking ETF worth $173K as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #472 holding.
HM Payson & Co first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2021 and has held it in 20 quarters since.
HM Payson & Co's State Street SPDR S&P Regional Banking ETF position peaked at $183K in Q1 2022.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.