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

Juncture Wealth Strategies’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 Q4	–	Sell	-34,938	Closed	-$2.21M	–	139
2025 Q3	$2.21M	Buy	34,938 +2,512	+8%	+$158K	0.74%	25
2025 Q2	$1.93M	Buy	32,426 +17,403	+116%	+$969K	0.68%	28
2025 Q1	$854K	Buy	15,023 +5,355	+55%	+$325K	0.33%	52
2024 Q4	$583K	Buy	+9,668	New	+$600K	0.22%	64
2022 Q1	–	Sell	-3,115	Closed	-$221K	–	121
2021 Q4	$221K	Hold	3,115	–	–	0.11%	121
2021 Q3	$211K	Sell	3,115 -3	-0.1%	-$193	0.11%	111
2021 Q2	$206K	Sell	3,118 -23,994	-88%	-$1.64M	0.12%	106
2021 Q1	$1.82M	Buy	+27,112	New	+$1.69M	1.14%	24

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Juncture Wealth Strategies's KRE Position: Q4 2025 in Review

Juncture Wealth Strategies sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 34,938 shares — an estimated $2.21M sold.

Juncture Wealth Strategies first reported a position in KRE in Q1 2021 and held it in 8 quarters. The position peaked at $2.21M in Q3 2025. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Juncture Wealth Strategies reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Juncture Wealth Strategies sold 34,938 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $2.21M.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 8 quarters.
Juncture Wealth Strategies's State Street SPDR S&P Regional Banking ETF position peaked at $2.21M in Q3 2025.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Juncture Wealth Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.