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 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

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

Midwest Trust's KRE Position: Q2 2026 in Review

Midwest Trust held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 5,713 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Midwest Trust first reported a position in KRE in Q2 2025 and has held it in 5 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Midwest Trust held 5,713 shares of State Street SPDR S&P Regional Banking ETF worth $428K as of Q2 2026.
Midwest Trust 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 Midwest Trust's portfolio in Q2 2026, its #477 holding.
Midwest Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2025 and has held it in 5 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.