HIW
KRE icon

Holos Integrated Wealth’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Holos Integrated Wealth’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 		– Sell
-400
Closed -$26.7K – 397
2026
Q1 		$26.7K Buy
+400
New +$27K 0.01% 193

Other funds holding KRE

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Holos Integrated Wealth's KRE Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026, closing a stake of 400 shares — an estimated $26.7K sold.

Holos Integrated Wealth first reported a position in KRE in Q1 2026 and held it in 1 quarter. The position peaked at $26.7K in Q1 2026. 133 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 400 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $26.7K.
  • Holos Integrated Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $26.7K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.