Matthew Hamilton Rosenberg’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Matthew Hamilton Rosenberg’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	$61.4K	Hold	820	–	–	0.01%	412
2026 Q1	$53.4K	Hold	820	–	–	0.01%	413
2025 Q4	$53.1K	Hold	820	–	–	0.01%	413
2025 Q3	$51.9K	Hold	820	–	–	0.01%	416
2025 Q2	$48.7K	Hold	820	–	–	0.01%	442
2025 Q1	$46.6K	Hold	820	–	–	0.01%	432
2024 Q4	$49.5K	Hold	820	–	–	0.01%	424
2024 Q3	$46.4K	Hold	820	–	–	0.01%	438
2024 Q2	$40.1K	Hold	820	–	–	0.01%	457
2024 Q1	$40.4K	Hold	820	–	–	0.01%	456
2023 Q4	$43K	Hold	820	–	–	0.01%	451
2023 Q3	$34.3K	Hold	820	–	–	0.01%	463
2023 Q2	$33.5K	Hold	820	–	–	0.01%	481
2023 Q1	$36K	Hold	820	–	–	0.01%	524
2022 Q4	$48.2K	Hold	820	–	–	0.02%	465
2022 Q3	$48K	Hold	820	–	–	0.02%	448
2022 Q2	$48K	Hold	820	–	–	0.02%	468
2022 Q1	$56K	Hold	820	–	–	0.02%	436
2021 Q4	$58K	Hold	820	–	–	0.02%	393
2021 Q3	$56K	Hold	820	–	–	0.02%	376
2021 Q2	$54K	Hold	820	–	–	0.03%	345
2021 Q1	$54K	Hold	820	–	–	0.03%	335
2020 Q4	$43K	Hold	820	–	–	0.03%	346
2020 Q3	$29K	Hold	820	–	–	0.02%	358
2020 Q2	$31K	Buy	+820	New	+$30K	0.02%	359

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

Matthew Hamilton Rosenberg's KRE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 820 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #412.

Matthew Hamilton Rosenberg first reported a position in KRE in Q2 2020 and has held it in 25 quarters since. 84 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Matthew Hamilton Rosenberg held 820 shares of State Street SPDR S&P Regional Banking ETF worth $61.4K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #412 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2020 and has held it in 25 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.