Joseph P. Lucia & Associates’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Joseph P. Lucia & Associates’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	$936K	Sell	12,506 -158	-1%	-$11.1K	0.28%	73
2026 Q1	$825K	Sell	12,664 -2,945	-19%	-$199K	0.3%	77
2025 Q4	$1.01M	Sell	15,609 -2,754	-15%	-$173K	0.36%	67
2025 Q3	$1.16M	Sell	18,363 -145	-0.8%	-$9.14K	0.44%	65
2025 Q2	$1.1M	Sell	18,508 -966	-5%	-$53.8K	0.45%	66
2025 Q1	$1.11M	Buy	19,474 +1,174	+6%	+$71.3K	0.51%	56
2024 Q4	$1.1M	Buy	18,300 +358	+2%	+$22.2K	0.49%	56
2024 Q3	$1.02M	Buy	17,942 +118	+0.7%	+$6.48K	0.47%	58
2024 Q2	$875K	Sell	17,824 -3,691	-17%	-$178K	0.45%	59
2024 Q1	$1.08M	Sell	21,515 -3,011	-12%	-$149K	0.58%	53
2023 Q4	$1.29M	Sell	24,526 -3,355	-12%	-$150K	0.8%	40
2023 Q3	$1.16M	Sell	27,881 -1,673	-6%	-$74.6K	0.81%	41
2023 Q2	$1.21M	Sell	29,554 -3,904	-12%	-$160K	0.81%	40
2023 Q1	$1.47M	Sell	33,458 -5,769	-15%	-$327K	1.02%	33
2022 Q4	$2.3M	Sell	39,227 -3,516	-8%	-$216K	1.73%	16
2022 Q3	$2.52M	Sell	42,743 -958	-2%	-$59.9K	1.98%	15
2022 Q2	$2.54M	Sell	43,701 -4,550	-9%	-$284K	1.79%	16
2022 Q1	$3.33M	Buy	48,251 +11,115	+30%	+$810K	2.02%	12
2021 Q4	$2.63M	Buy	37,136 +4,931	+15%	+$353K	1.67%	18
2021 Q3	$2.18M	Buy	32,205 +1,081	+3%	+$69.5K	1.29%	22
2021 Q2	$2.04M	Buy	31,124 +161	+0.5%	+$11K	1.22%	25
2021 Q1	$2.05M	Sell	30,963 -198	-0.6%	-$12.4K	0.92%	24
2020 Q4	$1.62M	Sell	31,161 -6,324	-17%	-$289K	1.13%	28
2020 Q3	$1.34M	Sell	37,485 -2,842	-7%	-$107K	1.25%	29
2020 Q2	$1.55M	Sell	40,327 -364	-0.9%	-$13.3K	1.39%	22
2020 Q1	$1.33M	Sell	40,691 -5,184	-11%	-$254K	1.47%	20
2019 Q4	$2.67M	Sell	45,875 -523	-1%	-$29K	2.43%	9
2019 Q3	$2.45M	Sell	46,398 -1,077	-2%	-$56.2K	2.52%	9
2019 Q2	$2.54M	Sell	47,475 -1,447,381	-97%	-$77.3M	2.66%	8
2019 Q1	$27.7K	Buy	+1,494,856	New	+$79.8M	2.06%	14

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Joseph P. Lucia & Associates's KRE Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 1.2% in Q2 2026, selling an estimated $11.1K and leaving 12,506 shares worth $936K. The position accounts for 0.28% of the portfolio, ranked #73.

Joseph P. Lucia & Associates first reported a position in KRE in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.33M in Q1 2022. 544 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Joseph P. Lucia & Associates held 12,506 shares of State Street SPDR S&P Regional Banking ETF worth $936K as of Q2 2026.
Joseph P. Lucia & Associates sold 158 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $11.1K.
State Street SPDR S&P Regional Banking ETF made up 0.28% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #73 holding.
Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2019 and has held it in 30 quarters since.
Joseph P. Lucia & Associates's State Street SPDR S&P Regional Banking ETF position peaked at $3.33M in Q1 2022.
544 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.