SWA
KRE icon

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

SOA 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 		$13.5K Buy
180
+1
+0.6% +$70 ﹤0.01% 565
2026
Q1 		$11.7K Sell
179
-1,586
-90% -$107K ﹤0.01% 569
2025
Q4 		$114K Buy
1,765
+1
+0.1% +$63 0.02% 266
2025
Q3 		$112K Sell
1,764
-151
-8% -$9.52K 0.02% 277
2025
Q2 		$114K Sell
1,915
-192
-9% -$10.7K 0.02% 265
2025
Q1 		$120K Buy
2,107
+1
+0% +$61 0.03% 240
2024
Q4 		$127K Sell
2,106
-1,930
-48% -$120K 0.02% 231
2024
Q3 		$228K Sell
4,036
-257
-6% -$14.1K 0.04% 170
2024
Q2 		$211K Buy
4,293
+1
+0% +$48 0.04% 176
2024
Q1 		$216K Buy
4,292
+1
+0% +$49 0.04% 174
2023
Q4 		$225K Buy
4,291
+2
+0% +$89 0.05% 163
2023
Q3 		$179K Buy
4,289
+1
+0% +$45 0.04% 173
2023
Q2 		$175K Buy
4,288
+2,401
+127% +$98.5K 0.04% 177
2023
Q1 		$82.8K Buy
1,887
+1,841
+4,002% +$104K 0.02% 238
2022
Q4 		$2.69K Buy
46
+1
+2% +$62 ﹤0.01% 703
2022
Q3 		$2K Hold
45
– – ﹤0.01% 712
2022
Q2 		$2K Buy
45
+1
+2% +$62 ﹤0.01% 704
2022
Q1 		$3K Hold
44
– – ﹤0.01% 753
2021
Q4 		$3K Hold
44
– – ﹤0.01% 730
2021
Q3 		$3K Hold
44
– – ﹤0.01% 750
2021
Q2 		$2K Hold
44
– – ﹤0.01% 775
2021
Q1 		$2K Buy
+44
New +$2.75K ﹤0.01% 716

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

SOA Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.56% in Q2 2026, buying an estimated $70 and bringing the position to 180 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

SOA Wealth Advisors first reported a position in KRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $228K in Q3 2024. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

  • SOA Wealth Advisors held 180 shares of State Street SPDR S&P Regional Banking ETF worth $13.5K as of Q2 2026.
  • SOA Wealth Advisors bought 1 State Street SPDR S&P Regional Banking ETF share in Q2 2026, an estimated $70.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #565 holding.
  • SOA Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 22 quarters since.
  • SOA Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $228K in Q3 2024.
  • 545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.