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 $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.