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Copia Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Copia Wealth Management’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
Q2 		– Sell
-1,632
Closed -$92.8K – 485
2025
Q1 		$92.8K Buy
1,632
+1,589
+3,695% +$96.6K 0.09% 124
2024
Q4 		$2.6K Buy
+43
New +$2.67K ﹤0.01% 347

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Copia Wealth Management's KRE Position: Q2 2025 in Review

Copia Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2025, closing a stake of 1,632 shares — an estimated $92.8K sold.

Copia Wealth Management first reported a position in KRE in Q4 2024 and held it in 2 quarters. The position peaked at $92.8K in Q1 2025. 483 funds tracked by Wall St. Rank hold KRE as of Q2 2025.

  • Copia Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 1,632 State Street SPDR S&P Regional Banking ETF shares in Q2 2025, an estimated $92.8K.
  • Copia Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 2 quarters.
  • Copia Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $92.8K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.