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
2024 Q4	–	Sell	-18,000	Closed	-$1.02M	–	780
2024 Q3	$1.02M	Sell	18,000 -30,000	-63%	-$1.65M	0.27%	55
2024 Q2	$2.36M	Hold	48,000	–	–	0.45%	34
2024 Q1	$2.41M	Hold	48,000	–	–	0.4%	35
2023 Q4	$2.52M	Buy	+48,000	New	+$2.15M	0.23%	76
2023 Q3	–	Sell	-5,000	Closed	-$204K	–	816
2023 Q2	$204K	Buy	+5,000	New	+$205K	0.03%	215
2021 Q1	–	Sell	-300	Closed	-$1.56M	–	680
2020 Q4	$1.56M	Hold	300	–	–	0.13%	177
2020 Q3	$1.07M	Buy	+300	New	+$11.3K	0.11%	150

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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.