North Star Investment Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

North Star Investment 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	$4.59M	Buy	61,284 +1,776	+3%	+$124K	0.25%	93
2026 Q1	$3.88M	Buy	59,508 +57,408	+2,734%	+$3.88M	0.23%	98
2025 Q4	$136K	Sell	2,100 -1,026	-33%	-$64.5K	0.01%	500
2025 Q3	$198K	Buy	3,126 +6	+0.2%	+$378	0.01%	436
2025 Q2	$185K	Buy	3,120 +7	+0.2%	+$390	0.01%	431
2025 Q1	$177K	Buy	3,113 +6	+0.2%	+$365	0.01%	429
2024 Q4	$188K	Sell	3,107 -99,886	-97%	-$6.19M	0.01%	423
2024 Q3	$5.83M	Buy	102,993 +26,755	+35%	+$1.47M	0.4%	65
2024 Q2	$3.74M	Buy	76,238 +31,071	+69%	+$1.5M	0.27%	89
2024 Q1	$2.27M	Sell	45,167 -18	-0%	-$888	0.16%	148
2023 Q4	$2.37M	Buy	45,185 +39,966	+766%	+$1.79M	0.18%	132
2023 Q3	$218K	Buy	5,219 +9	+0.2%	+$401	0.02%	407
2023 Q2	$213K	Buy	5,210 +2,010	+63%	+$82.5K	0.02%	416
2023 Q1	$140K	Buy	+3,200	New	+$182K	0.01%	471
2022 Q4	–	Sell	-1,000	Closed	-$59K	–	1327
2022 Q3	$59K	Hold	1,000	–	–	0.01%	513
2022 Q2	$58K	Hold	1,000	–	–	0.01%	527
2022 Q1	$69K	Buy	+1,000	New	+$72.9K	0.01%	523

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

North Star Investment Management's KRE Position: Q2 2026 in Review

North Star Investment Management increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3% in Q2 2026, buying an estimated $124K and bringing the position to 61,284 shares worth $4.59M. The position accounts for 0.25% of the portfolio, ranked #93.

North Star Investment Management first reported a position in KRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.83M in Q3 2024. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

North Star Investment Management held 61,284 shares of State Street SPDR S&P Regional Banking ETF worth $4.59M as of Q2 2026.
North Star Investment Management bought 1,776 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $124K.
State Street SPDR S&P Regional Banking ETF made up 0.25% of North Star Investment Management's portfolio in Q2 2026, its #93 holding.
North Star Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2022 and has held it in 17 quarters since.
North Star Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $5.83M in Q3 2024.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.