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

Peak Asset 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	$204K	Buy	+2,720	New	+$190K	0.03%	178
2017 Q4	–	Sell	-4,020	Closed	-$228K	–	139
2017 Q3	$228K	Buy	4,020 +385	+11%	+$20.7K	0.08%	130
2017 Q2	$200K	Buy	+3,635	New	+$196K	0.07%	137

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

Peak Asset Management's KRE Position: Q2 2026 in Review

Peak Asset Management opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 2,720 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in KRE as recently as Q3 2017.

Peak Asset Management first reported a position in KRE in Q2 2017 and has held it in 3 quarters since. The position peaked at $228K in Q3 2017. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Peak Asset Management held 2,720 shares of State Street SPDR S&P Regional Banking ETF worth $204K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Peak Asset Management position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.03% of Peak Asset Management's portfolio in Q2 2026, its #178 holding.
Peak Asset Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and has held it in 3 quarters since.
Peak Asset Management's State Street SPDR S&P Regional Banking ETF position peaked at $228K in Q3 2017.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.