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 Q3	$2.17M	Buy	31,231 +408	+1%	+$30.5K	0.58%	31
2026 Q2	$2.35M	Sell	30,823 -7,624	-20%	-$534K	0.62%	28
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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Sweeney & Michel's KRE Position: Q3 2026 in Review

Sweeney & Michel increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.3% in Q3 2026, buying an estimated $30.5K and bringing the position to 31,231 shares worth $2.17M. The position accounts for 0.58% of the portfolio, ranked #31.

Sweeney & Michel first reported a position in KRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.74M in Q4 2025. 120 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Sweeney & Michel held 31,231 shares of State Street SPDR S&P Regional Banking ETF worth $2.17M as of Q3 2026.
Sweeney & Michel bought 408 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $30.5K.
State Street SPDR S&P Regional Banking ETF made up 0.58% of Sweeney & Michel's portfolio in Q3 2026, its #31 holding.
Sweeney & Michel first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 4 quarters since.
Sweeney & Michel's State Street SPDR S&P Regional Banking ETF position peaked at $2.74M in Q4 2025.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.