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

Cladis Investment Advisory’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	$1.21M	Buy	16,100 +50	+0.3%	+$3.5K	0.56%	55
2026 Q1	$1.05M	Buy	16,050 +500	+3%	+$33.8K	0.58%	57
2025 Q4	$1.01M	Buy	15,550 +5,540	+55%	+$348K	0.55%	57
2025 Q3	$634K	Buy	10,010 +1,180	+13%	+$74.4K	0.36%	78
2025 Q2	$524K	Buy	8,830 +3,080	+54%	+$171K	0.33%	83
2025 Q1	$327K	Buy	+5,750	New	+$349K	0.24%	98

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

Cladis Investment Advisory's KRE Position: Q2 2026 in Review

Cladis Investment Advisory increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.31% in Q2 2026, buying an estimated $3.5K and bringing the position to 16,100 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #55.

Cladis Investment Advisory first reported a position in KRE in Q1 2025 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Cladis Investment Advisory held 16,100 shares of State Street SPDR S&P Regional Banking ETF worth $1.21M as of Q2 2026.
Cladis Investment Advisory bought 50 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $3.5K.
State Street SPDR S&P Regional Banking ETF made up 0.56% of Cladis Investment Advisory's portfolio in Q2 2026, its #55 holding.
Cladis Investment Advisory first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2025 and has held it in 6 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

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