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Summit Securities Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Summit Securities Group’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
Q1 		$1.56M Buy
23,919
+16,354
+216% +$1.11M 0.19% 59
2025
Q4 		$490K Sell
7,565
-139,949
-95% -$8.79M 0.06% 198
2025
Q3 		$9.34M Buy
147,514
+89,900
+156% +$5.67M 1.93% 6
2025
Q2 		$3.42M Buy
+57,614
New +$3.21M 0.66% 27
2025
Q1 		– Sell
-9,100
Closed -$549K – 967
2024
Q4 		$549K Buy
+9,100
New +$564K 0.11% 130
2024
Q1 		– Sell
-5,200
Closed -$257K – 713
2023
Q4 		$273K Buy
+5,200
New +$233K 0.02% 233
2023
Q1 		– Sell
-66,100
Closed -$3.75M – 1073
2022
Q4 		$3.88M Buy
66,100
+65,400
+9,343% +$4.02M 0.15% 91
2022
Q3 		$41K Sell
700
-49
-7% -$3.06K ﹤0.01% 637
2022
Q2 		$44K Buy
749
+49
+7% +$3.06K 0.01% 585
2022
Q1 		$48K Sell
700
-7,500
-91% -$546K 0.01% 616
2021
Q4 		$581K Sell
8,200
-1,000
-11% -$71.5K 0.03% 336
2021
Q3 		$623K Sell
9,200
-7,700
-46% -$495K 0.05% 357
2021
Q2 		$1.11M Buy
16,900
+10,600
+168% +$725K 0.09% 232
2021
Q1 		$418K Sell
6,300
-7,100
-53% -$443K 0.05% 363
2020
Q4 		$696K Buy
13,400
+4,500
+51% +$206K 0.06% 293
2020
Q3 		$318K Buy
+8,900
New +$335K 0.03% 275
2019
Q4 		– Sell
-120,000
Closed -$6.33M – 479
2019
Q3 		$6.33M Buy
+120,000
New +$6.27M 0.56% 32
2015
Q4 		– Sell
-200
Closed -$8K – 373
2015
Q3 		$8K Buy
+200
New +$8.49K 0.01% 267

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Summit Securities Group's KRE Position: Q1 2026 in Review

Summit Securities Group increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 216% in Q1 2026, buying an estimated $1.11M and bringing the position to 23,919 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #59.

Summit Securities Group first reported a position in KRE in Q3 2015 and has held it in 18 quarters since. The position peaked at $9.34M in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Summit Securities Group held 23,919 shares of State Street SPDR S&P Regional Banking ETF worth $1.56M as of Q1 2026.
  • Summit Securities Group bought 16,354 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $1.11M.
  • State Street SPDR S&P Regional Banking ETF made up 0.19% of Summit Securities Group's portfolio in Q1 2026, its #59 holding.
  • Summit Securities Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2015 and has held it in 18 quarters since.
  • Summit Securities Group's State Street SPDR S&P Regional Banking ETF position peaked at $9.34M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.