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

Journey Strategic Wealth’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
-4,429
Closed -$267K – 527
2024
Q4 		$267K Buy
+4,429
New +$275K 0.01% 369
2022
Q3 		– Sell
-8,150
Closed -$473K – 191
2022
Q2 		$473K Buy
+8,150
New +$509K 0.06% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Journey Strategic Wealth's KRE Position: Q1 2025 in Review

Journey Strategic Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 4,429 shares — an estimated $267K sold.

Journey Strategic Wealth first reported a position in KRE in Q2 2022 and held it in 2 quarters. The position peaked at $473K in Q2 2022. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Journey Strategic Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,429 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $267K.
  • Journey Strategic Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2022 and held it in 2 quarters.
  • Journey Strategic Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $473K in Q2 2022.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.