Moody Lynn & Lieberson’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Moody Lynn & Lieberson’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
2026 Q2	$1.42M	Buy	+18,945	New	+$1.33M	0.07%	98
2021 Q4	–	Sell	-13,395	Closed	-$908K	–	241
2021 Q3	$908K	Buy	+13,395	New	+$861K	0.07%	121
2018 Q1	–	Sell	-156,810	Closed	-$9.77M	–	211
2017 Q4	$9.77M	Buy	+156,810	New	+$9.01M	1.04%	36

Other funds holding KRE

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Moody Lynn & Lieberson's KRE Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 18,945 shares worth $1.42M. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in KRE as recently as Q3 2021.

Moody Lynn & Lieberson first reported a position in KRE in Q4 2017 and has held it in 3 quarters since. The position peaked at $9.77M in Q4 2017. 133 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Moody Lynn & Lieberson held 18,945 shares of State Street SPDR S&P Regional Banking ETF worth $1.42M as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Moody Lynn & Lieberson position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.07% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #98 holding.
Moody Lynn & Lieberson first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and has held it in 3 quarters since.
Moody Lynn & Lieberson's State Street SPDR S&P Regional Banking ETF position peaked at $9.77M in Q4 2017.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.