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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
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sweeney & Michel's KRE Position: Q2 2026 in Review

Sweeney & Michel reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 20% in Q2 2026, selling an estimated $534K and leaving 30,823 shares worth $2.35M. The position accounts for 0.62% of the portfolio, ranked #28.

Sweeney & Michel first reported a position in KRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74M in Q4 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Sweeney & Michel held 30,823 shares of State Street SPDR S&P Regional Banking ETF worth $2.35M as of Q2 2026.
  • Sweeney & Michel sold 7,624 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $534K.
  • State Street SPDR S&P Regional Banking ETF made up 0.62% of Sweeney & Michel's portfolio in Q2 2026, its #28 holding.
  • Sweeney & Michel first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2025 and has held it in 3 quarters since.
  • Sweeney & Michel's State Street SPDR S&P Regional Banking ETF position peaked at $2.74M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.