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
2024 Q2	–	Sell	-2,200	Closed	-$111K	–	1453
2024 Q1	$111K	Hold	2,200	–	–	﹤0.01%	1315
2023 Q4	$115K	Sell	2,200 -25,600	-92%	-$1.14M	﹤0.01%	1284
2023 Q3	$1.16M	Hold	27,800	–	–	0.01%	504
2023 Q2	$1.14M	Buy	+27,800	New	+$1.14M	0.01%	491
2020 Q1	–	Sell	-83,500	Closed	-$4.86M	–	632
2019 Q4	$4.86M	Hold	83,500	–	–	0.19%	80
2019 Q3	$4.41M	Hold	83,500	–	–	0.22%	67
2019 Q2	$4.46M	Buy	83,500 +47,800	+134%	+$2.55M	0.26%	60
2019 Q1	$1.83M	Buy	+35,700	New	+$1.91M	0.12%	111

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.