Midwest Trust’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Midwest Trust’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 Q3	$429K	Buy	6,178 +465	+8%	+$34.8K	﹤0.01%	487
2026 Q2	$428K	Hold	5,713	–	–	﹤0.01%	477
2026 Q1	$372K	Sell	5,713 -345	-6%	-$23.3K	﹤0.01%	479
2025 Q4	$393K	Hold	6,058	–	–	﹤0.01%	458
2025 Q3	$383K	Buy	6,058 +115	+2%	+$7.25K	0.01%	463
2025 Q2	$353K	Buy	+5,943	New	+$331K	﹤0.01%	487

Other funds holding KRE

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Midwest Trust's KRE Position: Q3 2026 in Review

Midwest Trust increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.1% in Q3 2026, buying an estimated $34.8K and bringing the position to 6,178 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Midwest Trust first reported a position in KRE in Q2 2025 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Midwest Trust held 6,178 shares of State Street SPDR S&P Regional Banking ETF worth $429K as of Q3 2026.
Midwest Trust bought 465 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $34.8K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #487 holding.
Midwest Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2025 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.