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

LBMC Investment 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	$326K	Hold	5,000	–	–	0.02%	194
2025 Q4	$324K	Hold	5,000	–	–	0.02%	177
2025 Q3	$317K	Hold	5,000	–	–	0.02%	188
2025 Q2	$297K	Hold	5,000	–	–	0.02%	170
2025 Q1	$284K	Hold	5,000	–	–	0.02%	166
2024 Q4	$302K	Hold	5,000	–	–	0.02%	161
2024 Q3	$283K	Hold	5,000	–	–	0.02%	158
2024 Q2	$246K	Hold	5,000	–	–	0.02%	161
2024 Q1	$251K	Buy	+5,000	New	+$247K	0.02%	153

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

LBMC Investment Advisors's KRE Position: Q1 2026 in Review

LBMC Investment Advisors held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q1 2026 at 5,000 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #194.

LBMC Investment Advisors first reported a position in KRE in Q1 2024 and has held it in 9 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

LBMC Investment Advisors held 5,000 shares of State Street SPDR S&P Regional Banking ETF worth $326K as of Q1 2026.
LBMC Investment Advisors left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q1 2026.
State Street SPDR S&P Regional Banking ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #194 holding.
LBMC Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2024 and has held it in 9 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.