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
2023 Q2	–	Sell	-2,000	Closed	-$88K	–	1005
2023 Q1	$88K	Buy	+2,000	New	+$113K	0.01%	323
2021 Q2	–	Sell	-200	Closed	-$1.33M	–	780
2021 Q1	$1.33M	Sell	200 -800	-80%	-$49.9K	0.15%	161
2020 Q4	$5.2M	Hold	1,000	–	–	0.44%	55
2020 Q3	$3.57M	Buy	+1,000	New	+$37.7K	0.37%	54

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

Summit Securities Group's KRE Position: Q2 2026 in Review

Summit Securities Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 23,919 shares — an estimated $1.56M sold.

Summit Securities Group first reported a position in KRE in Q3 2015 and held it in 18 quarters. The position peaked at $9.34M in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Summit Securities Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 23,919 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.56M.
Summit Securities Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2015 and held it in 18 quarters.
Summit Securities Group's State Street SPDR S&P Regional Banking ETF position peaked at $9.34M in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.