Silver Oak Securities’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Silver Oak Securities’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	$663K	Sell	8,851 -2,200	-20%	-$154K	0.04%	383
2026 Q1	$720K	Sell	11,051 -135	-1%	-$9.12K	0.05%	338
2025 Q4	$732K	Sell	11,186 -1,267	-10%	-$79.6K	0.05%	354
2025 Q3	$788K	Sell	12,453 -605	-5%	-$38.1K	0.06%	315
2025 Q2	$776K	Sell	13,058 -306	-2%	-$17K	0.06%	307
2025 Q1	$754K	Sell	13,364 -206	-2%	-$12.5K	0.07%	291
2024 Q4	$820K	Buy	13,570 +9,623	+244%	+$597K	0.08%	272
2024 Q3	$221K	Buy	+3,947	New	+$217K	0.02%	473

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

Silver Oak Securities's KRE Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 20% in Q2 2026, selling an estimated $154K and leaving 8,851 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #383.

Silver Oak Securities first reported a position in KRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $820K in Q4 2024. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Silver Oak Securities held 8,851 shares of State Street SPDR S&P Regional Banking ETF worth $663K as of Q2 2026.
Silver Oak Securities sold 2,200 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $154K.
State Street SPDR S&P Regional Banking ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #383 holding.
Silver Oak Securities first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2024 and has held it in 8 quarters since.
Silver Oak Securities's State Street SPDR S&P Regional Banking ETF position peaked at $820K in Q4 2024.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.