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 Q3	$309K	Sell	4,450 -100	-2%	-$7.48K	0.14%	101
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Primoris Wealth Advisors's KRE Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 2.2% in Q3 2026, selling an estimated $7.48K and leaving 4,450 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #101.

Primoris Wealth Advisors first reported a position in KRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q3 2025. 364 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Primoris Wealth Advisors held 4,450 shares of State Street SPDR S&P Regional Banking ETF worth $309K as of Q3 2026.
Primoris Wealth Advisors sold 100 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $7.48K.
State Street SPDR S&P Regional Banking ETF made up 0.14% of Primoris Wealth Advisors's portfolio in Q3 2026, its #101 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 5 quarters since.
Primoris Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.82M in Q3 2025.
364 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.