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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Primoris Wealth Advisors's KRE Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 23% in Q1 2026, selling an estimated $87.9K and leaving 4,350 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #78.

Primoris Wealth Advisors first reported a position in KRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Primoris Wealth Advisors held 4,350 shares of State Street SPDR S&P Regional Banking ETF worth $283K as of Q1 2026.
Primoris Wealth Advisors sold 1,300 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $87.9K.
State Street SPDR S&P Regional Banking ETF made up 0.2% of Primoris Wealth Advisors's portfolio in Q1 2026, its #78 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 3 quarters since.
Primoris Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.82M in Q3 2025.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.