Lindbrook Capital’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Lindbrook Capital’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
2025 Q1	$8.47K	Sell	149 -64	-30%	-$3.89K	﹤0.01%	1722
2024 Q4	$12.9K	Sell	213 -3	-1%	-$186	﹤0.01%	1517
2024 Q3	$12.2K	Sell	216 -3	-1%	-$165	﹤0.01%	1566
2024 Q2	$10.8K	Sell	219 -5	-2%	-$241	﹤0.01%	1585
2024 Q1	$11.3K	Sell	224 -3	-1%	-$148	﹤0.01%	1504
2023 Q4	$11.9K	Sell	227 -31	-12%	-$1.39K	﹤0.01%	1453
2023 Q3	$10.8K	Hold	258	–	–	﹤0.01%	1373
2023 Q2	$10.5K	Hold	258	–	–	﹤0.01%	1432
2023 Q1	$11.3K	Sell	258 -134	-34%	-$7.6K	﹤0.01%	1371
2022 Q4	$23K	Sell	392 -234	-37%	-$14.4K	﹤0.01%	989
2022 Q3	$37K	Buy	626 +1	+0.2%	+$63	0.01%	756
2022 Q2	$36K	Sell	625 -335	-35%	-$20.9K	0.01%	777
2022 Q1	$66K	Buy	960 +438	+84%	+$31.9K	0.01%	597
2021 Q4	$37K	Buy	522 +64	+14%	+$4.58K	0.01%	818
2021 Q3	$31K	Hold	458	–	–	0.01%	592
2021 Q2	$30K	Hold	458	–	–	0.01%	637
2021 Q1	$30K	Buy	+458	New	+$28.6K	0.01%	600

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lindbrook Capital's KRE Position: Q1 2025 in Review

Lindbrook Capital reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 30% in Q1 2025, selling an estimated $3.89K and leaving 149 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Lindbrook Capital first reported a position in KRE in Q1 2021 and has held it in 17 quarters since. The position peaked at $66K in Q1 2022. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

Lindbrook Capital held 149 shares of State Street SPDR S&P Regional Banking ETF worth $8.47K as of Q1 2025.
Lindbrook Capital sold 64 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $3.89K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1722 holding.
Lindbrook Capital first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and has held it in 17 quarters since.
Lindbrook Capital's State Street SPDR S&P Regional Banking ETF position peaked at $66K in Q1 2022.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.