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Lee, Danner & Bass’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Lee, Danner & Bass’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 		– Sell
-6,700
Closed -$434K – 249
2025
Q4 		$434K Buy
+6,700
New +$421K 0.03% 181
2025
Q1 		– Sell
-900
Closed -$54.3K – 496
2024
Q4 		$54.3K Buy
+900
New +$55.8K ﹤0.01% 343

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lee, Danner & Bass's KRE Position: Q1 2026 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2026, closing a stake of 6,700 shares — an estimated $434K sold.

Lee, Danner & Bass first reported a position in KRE in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2026 after selling out during the quarter.
  • Lee, Danner & Bass sold 6,700 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $434K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 2 quarters.
  • Lee, Danner & Bass's State Street SPDR S&P Regional Banking ETF position peaked at $434K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Lee, Danner & Bass's 13F filing for Q1 2026, filed 28 Apr 2026.