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

Perennial Investment 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	$397K	Hold	5,309	–	–	0.03%	370
2026 Q1	$346K	Sell	5,309 -120	-2%	-$8.11K	0.03%	354
2025 Q4	$352K	Sell	5,429 -805	-13%	-$50.6K	0.03%	344
2025 Q3	$395K	Sell	6,234 -75	-1%	-$4.73K	0.03%	302
2025 Q2	$375K	Buy	6,309 +120	+2%	+$6.68K	0.04%	304
2025 Q1	$352K	Sell	6,189 -125	-2%	-$7.6K	0.04%	288
2024 Q4	$381K	Hold	6,314	–	–	0.04%	259
2024 Q3	$357K	Sell	6,314 -200	-3%	-$11K	0.05%	259
2024 Q2	$320K	Hold	6,514	–	–	0.05%	271
2024 Q1	$328K	Sell	6,514 -827	-11%	-$40.8K	0.05%	246
2023 Q4	$385K	Buy	7,341 +287	+4%	+$12.8K	0.06%	201
2023 Q3	$295K	Sell	7,054 -1,472	-17%	-$65.6K	0.05%	242
2023 Q2	$348K	Buy	+8,526	New	+$350K	0.06%	223

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

Perennial Investment Advisors's KRE Position: Q2 2026 in Review

Perennial Investment Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 5,309 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #370.

Perennial Investment Advisors first reported a position in KRE in Q2 2023 and has held it in 13 quarters since. 547 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Perennial Investment Advisors held 5,309 shares of State Street SPDR S&P Regional Banking ETF worth $397K as of Q2 2026.
Perennial Investment Advisors 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 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #370 holding.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and has held it in 13 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.