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

Lido 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	$3.81M	Sell	50,945 -2,620	-5%	-$183K	0.01%	575
2026 Q1	$3.49M	Buy	53,565 +33,394	+166%	+$2.26M	0.01%	537
2025 Q4	$1.28M	Buy	20,171 +22	+0.1%	+$1.38K	﹤0.01%	889
2025 Q3	$1.28M	Hold	20,149	–	–	﹤0.01%	839
2025 Q2	$1.2M	Buy	20,149 +495	+3%	+$27.6K	﹤0.01%	772
2025 Q1	$1.12M	Sell	19,654 -506	-3%	-$30.8K	0.01%	732
2024 Q4	$1.22M	Sell	20,160 -1	-0%	-$62	0.01%	688
2024 Q3	$1.14M	Sell	20,161 -18,208	-47%	-$999K	0.01%	660
2024 Q2	$1.88M	Sell	38,369 -2,333	-6%	-$113K	0.01%	467
2024 Q1	$2.05M	Sell	40,702 -15,401	-27%	-$760K	0.01%	424
2023 Q4	$2.94M	Buy	56,103 +897	+2%	+$40.1K	0.02%	336
2023 Q3	$2.31M	Sell	55,206 -2,300	-4%	-$103K	0.02%	348
2023 Q2	$2.35M	Buy	57,506 +30,864	+116%	+$1.27M	0.02%	336
2023 Q1	$519K	Buy	26,642 +15,753	+145%	+$894K	0.01%	651
2022 Q4	$640K	Buy	10,889 +27	+0.2%	+$1.66K	0.01%	516
2022 Q3	$639K	Buy	10,862 +1,089	+11%	+$68.1K	0.01%	483
2022 Q2	$567K	Sell	9,773 -1,401	-13%	-$87.5K	0.01%	499
2022 Q1	$769K	Buy	11,174 +495	+5%	+$36.1K	0.01%	462
2021 Q4	$756K	Buy	10,679 +1,843	+21%	+$132K	0.01%	486
2021 Q3	$598K	Buy	+8,836	New	+$568K	0.01%	526
2021 Q2	–	Sell	-7,986	Closed	-$530K	–	928
2021 Q1	$530K	Buy	+7,986	New	+$498K	0.01%	489
2016 Q4	–	Sell	-26,457	Closed	-$1.12M	–	231
2016 Q3	$1.12M	Buy	+26,457	New	+$1.08M	0.34%	22

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

Lido Advisors's KRE Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 4.9% in Q2 2026, selling an estimated $183K and leaving 50,945 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #575.

Lido Advisors first reported a position in KRE in Q3 2016 and has held it in 22 quarters since. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Lido Advisors held 50,945 shares of State Street SPDR S&P Regional Banking ETF worth $3.81M as of Q2 2026.
Lido Advisors sold 2,620 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $183K.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #575 holding.
Lido Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2016 and has held it in 22 quarters since.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.