LPL Financial
KRE icon

LPL Financial’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

LPL Financial’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 		– Sell
-9,000
Closed -$543K – 5444
2024
Q4 		$543K Buy
+9,000
New +$558K ﹤0.01% 4028

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial's KRE Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 123% in Q1 2026, buying an estimated $50.6M and bringing the position to 1,357,893 shares worth $88.5M. The position accounts for 0.02% of the portfolio, ranked #643.

LPL Financial first reported a position in KRE in Q2 2013 and has held it in 52 quarters since. The position peaked at $88.7M in Q4 2024. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • LPL Financial held 1,357,893 shares of State Street SPDR S&P Regional Banking ETF worth $88.5M as of Q1 2026.
  • LPL Financial bought 748,986 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $50.6M.
  • State Street SPDR S&P Regional Banking ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #643 holding.
  • LPL Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR S&P Regional Banking ETF position peaked at $88.7M in Q4 2024.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.