AWA
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Arkadios Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Arkadios Wealth Advisors’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 		$2M Sell
26,709
-27,414
-51% -$1.92M 0.03% 534
2026
Q1 		$3.53M Buy
54,123
+3,612
+7% +$244K 0.06% 342
2025
Q4 		$3.27M Sell
50,511
-5,073
-9% -$319K 0.06% 311
2025
Q3 		$3.52M Sell
55,584
-514
-0.9% -$32.4K 0.08% 253
2025
Q2 		$3.33M Buy
56,098
+24,630
+78% +$1.37M 0.1% 223
2025
Q1 		$1.79M Buy
31,468
+20,773
+194% +$1.26M 0.07% 316
2024
Q4 		$645K Buy
10,695
+1,332
+14% +$82.6K 0.04% 454
2024
Q3 		$530K Buy
9,363
+1,159
+14% +$63.6K 0.03% 520
2024
Q2 		$403K Buy
8,204
+128
+2% +$6.18K 0.03% 538
2024
Q1 		$406K Buy
8,076
+62
+0.8% +$3.06K 0.03% 442
2023
Q4 		$420K Sell
8,014
-35
-0.4% -$1.56K 0.04% 417
2023
Q3 		$336K Buy
+8,049
New +$359K 0.03% 451
2023
Q1 		– Sell
-6,108
Closed -$359K – 622
2022
Q4 		$359K Buy
6,108
+644
+12% +$39.6K 0.05% 356
2022
Q3 		$322K Buy
5,464
+1,998
+58% +$125K 0.05% 361
2022
Q2 		$201K Sell
3,466
-151
-4% -$9.43K 0.03% 511
2022
Q1 		$249K Buy
3,617
+635
+21% +$46.3K 0.03% 471
2021
Q4 		$211K Buy
2,982
+52
+2% +$3.72K 0.03% 542
2021
Q3 		$198K Buy
2,930
+187
+7% +$12K 0.03% 509
2021
Q2 		$179K Buy
2,743
+2,513
+1,093% +$172K 0.02% 562
2021
Q1 		$15K Hold
230
– – ﹤0.01% 1060
2020
Q4 		$11K Buy
+230
New +$10.5K ﹤0.01% 932

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

Arkadios Wealth Advisors's KRE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 51% in Q2 2026, selling an estimated $1.92M and leaving 26,709 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #534.

Arkadios Wealth Advisors first reported a position in KRE in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.53M in Q1 2026. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Arkadios Wealth Advisors held 26,709 shares of State Street SPDR S&P Regional Banking ETF worth $2M as of Q2 2026.
  • Arkadios Wealth Advisors sold 27,414 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $1.92M.
  • State Street SPDR S&P Regional Banking ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2020 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $3.53M in Q1 2026.
  • 544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.