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

LJI 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
2026 Q2	$991K	Hold	13,239	–	–	0.14%	67
2026 Q1	$863K	Sell	13,239 -909	-6%	-$61.4K	0.14%	60
2025 Q4	$917K	Hold	14,148	–	–	0.14%	71
2025 Q3	$896K	Sell	14,148 -300	-2%	-$18.9K	0.16%	55
2025 Q2	$858K	Buy	14,448 +150	+1%	+$8.35K	0.15%	64
2025 Q1	$813K	Hold	14,298	–	–	0.16%	57
2024 Q4	$863K	Sell	14,298 -2,419	-14%	-$150K	0.17%	55
2024 Q3	$946K	Sell	16,717 -600	-3%	-$32.9K	0.19%	57
2024 Q2	$850K	Buy	+17,317	New	+$836K	0.19%	59
2024 Q1	–	Sell	-19,392	Closed	-$1.02M	–	159
2023 Q4	$1.02M	Sell	19,392 -655	-3%	-$29.3K	0.26%	46
2023 Q3	$837K	Buy	20,047 +1,204	+6%	+$53.7K	0.24%	48
2023 Q2	$769K	Buy	18,843 +289	+2%	+$11.9K	0.22%	52
2023 Q1	$814K	Buy	18,554 +1,903	+11%	+$108K	0.26%	45
2022 Q4	$978K	Buy	+16,651	New	+$1.02M	0.34%	35

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

LJI Wealth Management's KRE Position: Q2 2026 in Review

LJI Wealth Management held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q2 2026 at 13,239 shares worth $991K. The position accounts for 0.14% of the portfolio, ranked #67.

LJI Wealth Management first reported a position in KRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2023. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

LJI Wealth Management held 13,239 shares of State Street SPDR S&P Regional Banking ETF worth $991K as of Q2 2026.
LJI Wealth Management left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up 0.14% of LJI Wealth Management's portfolio in Q2 2026, its #67 holding.
LJI Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.02M in Q4 2023.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.