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

Jupiter 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
Q1 		– Sell
-10,000
Closed -$604K – 80
2024
Q4 		$604K Buy
+10,000
New +$620K 0.3% 57

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Goldman Sachs
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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

Jupiter Wealth Management's KRE Position: Q1 2025 in Review

Jupiter Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 10,000 shares — an estimated $604K sold.

Jupiter Wealth Management first reported a position in KRE in Q4 2024 and held it in 1 quarter. The position peaked at $604K in Q4 2024. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

  • Jupiter Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
  • Jupiter Wealth Management sold 10,000 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $604K.
  • Jupiter Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2024 and held it in 1 quarter.
  • Jupiter Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $604K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on Jupiter Wealth Management's 13F filing for Q1 2025, filed 20 May 2025.