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	$202K	Sell	2,700 -2,000	-43%	-$140K	﹤0.01%	1636
2026 Q1	$306K	Hold	4,700	–	–	0.01%	1352
2025 Q4	$305K	Hold	4,700	–	–	0.01%	1249
2025 Q3	$298K	Hold	4,700	–	–	0.01%	1157
2025 Q2	$279K	Buy	+4,700	New	+$262K	0.01%	1081

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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. 545 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.
545 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.