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

Prudent Man 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	$1.08M	Sell	14,458 -253	-2%	-$17.7K	0.25%	82
2026 Q1	$958K	Sell	14,711 -487	-3%	-$32.9K	0.29%	78
2025 Q4	$985K	Hold	15,198	–	–	0.36%	56
2025 Q3	$962K	Sell	15,198 -10,132	-40%	-$639K	0.35%	62
2025 Q2	$1.5M	Buy	25,330 +6,333	+33%	+$353K	0.48%	47
2025 Q1	$1.08M	Hold	18,997	–	–	0.39%	55
2024 Q4	$1.15M	Sell	18,997 -2,102	-10%	-$130K	0.42%	54
2024 Q3	$1.19M	Sell	21,099 -252	-1%	-$13.8K	0.4%	61
2024 Q2	$1.05M	Buy	21,351 +781	+4%	+$37.7K	0.37%	62
2024 Q1	$1.03M	Sell	20,570 -1,127	-5%	-$55.6K	0.39%	60
2023 Q4	$1.14M	Sell	21,697 -2,534	-10%	-$113K	0.42%	53
2023 Q3	$1.01M	Buy	24,231 +4,375	+22%	+$195K	0.4%	59
2023 Q2	$811K	Hold	19,856	–	–	0.3%	70
2023 Q1	$871K	Buy	+19,856	New	+$1.13M	0.34%	63

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

Prudent Man Advisors's KRE Position: Q2 2026 in Review

Prudent Man Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.7% in Q2 2026, selling an estimated $17.7K and leaving 14,458 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #82.

Prudent Man Advisors first reported a position in KRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Prudent Man Advisors held 14,458 shares of State Street SPDR S&P Regional Banking ETF worth $1.08M as of Q2 2026.
Prudent Man Advisors sold 253 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $17.7K.
State Street SPDR S&P Regional Banking ETF made up 0.25% of Prudent Man Advisors's portfolio in Q2 2026, its #82 holding.
Prudent Man Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2023 and has held it in 14 quarters since.
Prudent Man Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.5M in Q2 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.