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

Meridian Wealth 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	$567K	Buy	7,576 +1,832	+32%	+$128K	0.02%	517
2026 Q1	$374K	Buy	5,744 +104	+2%	+$7.03K	0.01%	597
2025 Q4	$365K	Sell	5,640 -68	-1%	-$4.27K	0.01%	572
2025 Q3	$361K	Buy	5,708 +29	+0.5%	+$1.83K	0.01%	548
2025 Q2	$337K	Buy	5,679 +35	+0.6%	+$1.95K	0.01%	534
2025 Q1	$321K	Buy	5,644 +155	+3%	+$9.42K	0.02%	509
2024 Q4	$331K	Sell	5,489 -28	-0.5%	-$1.74K	0.02%	505
2024 Q3	$312K	Sell	5,517 -163	-3%	-$8.95K	0.02%	507
2024 Q2	$279K	Buy	+5,680	New	+$274K	0.03%	244
2024 Q1	–	Sell	-5,698	Closed	-$299K	–	361
2023 Q4	$299K	Buy	5,698 +707	+14%	+$31.6K	0.02%	502
2023 Q3	$208K	Buy	+4,991	New	+$223K	0.01%	506
2018 Q4	–	Sell	-4,471	Closed	-$266K	–	172
2018 Q3	$266K	Buy	+4,471	New	+$279K	0.11%	140

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

Meridian Wealth Management's KRE Position: Q2 2026 in Review

Meridian Wealth Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 32% in Q2 2026, buying an estimated $128K and bringing the position to 7,576 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #517.

Meridian Wealth Management first reported a position in KRE in Q3 2018 and has held it in 12 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Meridian Wealth Management held 7,576 shares of State Street SPDR S&P Regional Banking ETF worth $567K as of Q2 2026.
Meridian Wealth Management bought 1,832 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $128K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #517 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and has held it in 12 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.