Samalin Investment Counsel’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Samalin Investment Counsel’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	$524K	Buy	7,001 +35	+0.5%	+$2.45K	0.16%	152
2026 Q1	$454K	Buy	6,966 +33	+0.5%	+$2.23K	0.16%	175
2025 Q4	$449K	Buy	6,933 +535	+8%	+$33.6K	0.16%	179
2025 Q3	$405K	Buy	6,398 +35	+0.6%	+$2.21K	0.14%	205
2025 Q2	$378K	Sell	6,363 -66	-1%	-$3.67K	0.14%	218
2025 Q1	$365K	Buy	6,429 +236	+4%	+$14.3K	0.15%	206
2024 Q4	$374K	Buy	6,193 +36	+0.6%	+$2.23K	0.16%	193
2024 Q3	$348K	Sell	6,157 -776	-11%	-$42.6K	0.15%	204
2024 Q2	$340K	Buy	6,933 +1,147	+20%	+$55.3K	0.16%	204
2024 Q1	$291K	Buy	5,786 +806	+16%	+$39.8K	0.14%	219
2023 Q4	$261K	Sell	4,980 -2,034	-29%	-$91K	0.13%	223
2023 Q3	$293K	Sell	7,014 -922	-12%	-$41.1K	0.17%	176
2023 Q2	$324K	Buy	7,936 +269	+4%	+$11K	0.18%	158
2023 Q1	$336K	Buy	7,667 +546	+8%	+$31K	0.2%	146
2022 Q4	$418K	Buy	7,121 +31	+0.4%	+$1.91K	0.26%	117
2022 Q3	$417K	Buy	7,090 +1,138	+19%	+$71.2K	0.31%	100
2022 Q2	$346K	Buy	5,952 +25	+0.4%	+$1.56K	0.24%	128
2022 Q1	$408K	Buy	5,927 +20	+0.3%	+$1.46K	0.25%	126
2021 Q4	$418K	Buy	5,907 +24	+0.4%	+$1.72K	0.25%	121
2021 Q3	$399K	Buy	5,883 +22	+0.4%	+$1.42K	0.26%	126
2021 Q2	$384K	Sell	5,861 -880	-13%	-$60.2K	0.25%	137
2021 Q1	$447K	Buy	6,741 +25	+0.4%	+$1.56K	0.3%	110
2020 Q4	$349K	Sell	6,716 -1,158	-15%	-$53K	0.26%	131
2020 Q3	$281K	Buy	7,874 +257	+3%	+$9.69K	0.25%	134
2020 Q2	$292K	Sell	7,617 -81	-1%	-$2.96K	0.31%	105
2020 Q1	$250K	Buy	7,698 +176	+2%	+$8.62K	0.33%	93
2019 Q4	$438K	Buy	+7,522	New	+$417K	0.37%	70

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

Samalin Investment Counsel's KRE Position: Q2 2026 in Review

Samalin Investment Counsel increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.5% in Q2 2026, buying an estimated $2.45K and bringing the position to 7,001 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #152.

Samalin Investment Counsel first reported a position in KRE in Q4 2019 and has held it in 27 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Samalin Investment Counsel held 7,001 shares of State Street SPDR S&P Regional Banking ETF worth $524K as of Q2 2026.
Samalin Investment Counsel bought 35 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $2.45K.
State Street SPDR S&P Regional Banking ETF made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #152 holding.
Samalin Investment Counsel first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2019 and has held it in 27 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.