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Sweeney & Michel’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sweeney & Michel’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 		$2.67M Buy
38,447
+299
+0.8% +$20.2K 0.78% 27
2025
Q4 		$2.74M Buy
+38,148
New +$2.4M 0.81% 26

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

Sweeney & Michel's KRE Position: Q1 2026 in Review

Sweeney & Michel increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.78% in Q1 2026, buying an estimated $20.2K and bringing the position to 38,447 shares worth $2.67M. The position accounts for 0.78% of the portfolio, ranked #27.

Sweeney & Michel first reported a position in KRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.74M in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Sweeney & Michel held 38,447 shares of State Street SPDR S&P Regional Banking ETF worth $2.67M as of Q1 2026.
  • Sweeney & Michel bought 299 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $20.2K.
  • State Street SPDR S&P Regional Banking ETF made up 0.78% of Sweeney & Michel's portfolio in Q1 2026, its #27 holding.
  • Sweeney & Michel first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 2 quarters since.
  • Sweeney & Michel's State Street SPDR S&P Regional Banking ETF position peaked at $2.74M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.