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 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 $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LJI Wealth Management's KRE Position: Q1 2026 in Review

LJI Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 6.4% in Q1 2026, selling an estimated $61.4K and leaving 13,239 shares worth $863K. The position accounts for 0.14% of the portfolio, ranked #60.

LJI Wealth Management first reported a position in KRE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2023. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

LJI Wealth Management held 13,239 shares of State Street SPDR S&P Regional Banking ETF worth $863K as of Q1 2026.
LJI Wealth Management sold 909 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $61.4K.
State Street SPDR S&P Regional Banking ETF made up 0.14% of LJI Wealth Management's portfolio in Q1 2026, its #60 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 13 quarters since.
LJI Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1.02M in Q4 2023.
505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.