CBIZ Investment Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CBIZ Investment Advisory Services’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	$652	Hold	10	–	–	﹤0.01%	395
2026 Q1	$652	Hold	10	–	–	﹤0.01%	395
2025 Q4	$648	Hold	10	–	–	﹤0.01%	727
2025 Q3	$633	Hold	10	–	–	﹤0.01%	631
2025 Q2	$594	Hold	10	–	–	﹤0.01%	628
2025 Q1	$569	Hold	10	–	–	﹤0.01%	539
2024 Q4	$604	Hold	10	–	–	﹤0.01%	440
2024 Q3	$566	Hold	10	–	–	﹤0.01%	381
2024 Q2	$491	Hold	10	–	–	﹤0.01%	383
2024 Q1	$503	Buy	+10	New	+$493	﹤0.01%	343

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

CBIZ Investment Advisory Services's KRE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 10 shares worth $652. The position accounts for ﹤0.01% of the portfolio, ranked #395.

CBIZ Investment Advisory Services first reported a position in KRE in Q1 2024 and has held it in 10 quarters since. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

CBIZ Investment Advisory Services held 10 shares of State Street SPDR S&P Regional Banking ETF worth $652 as of Q2 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #395 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 10 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.