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

Lion Street 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
2025 Q3	$227K	Buy	+3,203	New	+$202K	0.08%	201
2023 Q3	–	Sell	-3,459	Closed	-$245K	–	282
2023 Q2	$245K	Buy	+3,459	New	+$142K	0.08%	197
2023 Q1	–	Sell	-3,459	Closed	-$245K	–	254
2022 Q4	$245K	Buy	+3,459	New	+$213K	0.13%	129
2022 Q3	–	Sell	-3,459	Closed	-$247K	–	152
2022 Q2	$247K	Buy	3,459 +9	+0.3%	+$562	0.13%	128
2022 Q1	$237K	Sell	3,450 -9	-0.3%	-$656	0.12%	123
2021 Q4	$247K	Hold	3,459	–	–	0.12%	132
2021 Q3	$234K	Buy	+3,459	New	+$222K	0.13%	133

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lion Street Advisors's KRE Position: Q3 2025 in Review

Lion Street Advisors opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025: 3,203 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in KRE as recently as Q2 2023.

Lion Street Advisors first reported a position in KRE in Q3 2021 and has held it in 7 quarters since. The position peaked at $247K in Q2 2022. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Lion Street Advisors held 3,203 shares of State Street SPDR S&P Regional Banking ETF worth $227K as of Q3 2025.
State Street SPDR S&P Regional Banking ETF was a new Lion Street Advisors position in Q3 2025.
State Street SPDR S&P Regional Banking ETF made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #201 holding.
Lion Street Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2021 and has held it in 7 quarters since.
Lion Street Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $247K in Q2 2022.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.