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

Merit 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 		$2.04M Buy
27,236
+105
+0.4% +$7.35K 0.01% 746
2026
Q1 		$1.77M Buy
27,131
+4,860
+22% +$328K 0.01% 726
2025
Q4 		$1.44M Buy
22,271
+17,107
+331% +$1.08M 0.01% 769
2025
Q3 		$327K Sell
5,164
-14,081
-73% -$888K ﹤0.01% 1395
2025
Q2 		$1.14M Sell
19,245
-497
-3% -$27.7K 0.01% 727
2025
Q1 		$1.12M Sell
19,742
-3,484
-15% -$212K 0.02% 617
2024
Q4 		$1.4M Sell
23,226
-551
-2% -$34.2K 0.03% 424
2024
Q3 		$1.35M Buy
23,777
+162
+0.7% +$8.89K 0.03% 351
2024
Q2 		$1.16M Buy
23,615
+150
+0.6% +$7.24K 0.03% 371
2024
Q1 		$1.17M Buy
23,465
+9,032
+63% +$446K 0.03% 363
2023
Q4 		$757K Buy
14,433
+319
+2% +$14.3K 0.02% 382
2023
Q3 		$590K Buy
+14,114
New +$629K 0.02% 422

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
PI
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
IA
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

Merit Financial Group's KRE Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.39% in Q2 2026, buying an estimated $7.35K and bringing the position to 27,236 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #746.

Merit Financial Group first reported a position in KRE in Q3 2023 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Merit Financial Group held 27,236 shares of State Street SPDR S&P Regional Banking ETF worth $2.04M as of Q2 2026.
  • Merit Financial Group bought 105 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $7.35K.
  • State Street SPDR S&P Regional Banking ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #746 holding.
  • Merit Financial Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2023 and has held it in 12 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.