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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return