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

Primoris 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 Q2	$341K	Buy	4,550 +200	+5%	+$14K	0.16%	97
2026 Q1	$283K	Sell	4,350 -1,300	-23%	-$87.9K	0.2%	78
2025 Q4	$366K	Sell	5,650 -38,850	-87%	-$2.44M	0.22%	82
2025 Q3	$2.82M	Buy	+44,500	New	+$2.81M	1.79%	18

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

Primoris Wealth Advisors's KRE Position: Q2 2026 in Review

Primoris Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.6% in Q2 2026, buying an estimated $14K and bringing the position to 4,550 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #97.

Primoris Wealth Advisors first reported a position in KRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.82M in Q3 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Primoris Wealth Advisors held 4,550 shares of State Street SPDR S&P Regional Banking ETF worth $341K as of Q2 2026.
Primoris Wealth Advisors bought 200 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $14K.
State Street SPDR S&P Regional Banking ETF made up 0.16% of Primoris Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Primoris Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2025 and has held it in 4 quarters since.
Primoris Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.82M in Q3 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.