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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arkadios Wealth Advisors's KRE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 7.2% in Q1 2026, buying an estimated $244K and bringing the position to 54,123 shares worth $3.53M. The position accounts for 0.06% of the portfolio, ranked #342.

Arkadios Wealth Advisors first reported a position in KRE in Q4 2020 and has held it in 20 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Arkadios Wealth Advisors held 54,123 shares of State Street SPDR S&P Regional Banking ETF worth $3.53M as of Q1 2026.
Arkadios Wealth Advisors bought 3,612 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $244K.
State Street SPDR S&P Regional Banking ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #342 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 20 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.