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 Q1	–	Sell	-3,200	Closed	-$207K	–	2048
2025 Q4	$207K	Hold	3,200	–	–	﹤0.01%	1752
2025 Q3	$203K	Hold	3,200	–	–	﹤0.01%	1674
2025 Q2	$190K	Hold	3,200	–	–	﹤0.01%	1532
2025 Q1	$182K	Sell	3,200 -600	-16%	-$36.5K	﹤0.01%	1403
2024 Q4	$229K	Sell	3,800 -20,400	-84%	-$1.27M	﹤0.01%	1326
2024 Q3	$1.37M	Sell	24,200 -9,500	-28%	-$521K	0.01%	591
2024 Q2	$1.65M	Sell	33,700 -2,000	-6%	-$96.5K	0.01%	493
2024 Q1	$1.79M	Hold	35,700	–	–	0.01%	453
2023 Q4	$1.87M	Sell	35,700 -32,600	-48%	-$1.46M	0.01%	430
2023 Q3	$2.85M	Hold	68,300	–	–	0.02%	319
2023 Q2	$2.79M	Buy	+68,300	New	+$2.8M	0.02%	311

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

Lido Advisors's KRE Position: Q1 2026 in Review

Lido Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 166% in Q1 2026, buying an estimated $2.26M and bringing the position to 53,565 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #537.

Lido Advisors first reported a position in KRE in Q3 2016 and has held it in 21 quarters since. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

Lido Advisors held 53,565 shares of State Street SPDR S&P Regional Banking ETF worth $3.49M as of Q1 2026.
Lido Advisors bought 33,394 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $2.26M.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #537 holding.
Lido Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2016 and has held it in 21 quarters since.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.