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Stableford Capital II’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Stableford Capital II’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
-32,610
Closed -$2.06M – 150
2025
Q3 		$2.06M Buy
+32,610
New +$2.06M 0.75% 33
2025
Q1 		– Sell
-8,782
Closed -$530K – 123
2024
Q4 		$530K Sell
8,782
-598
-6% -$37.1K 0.21% 106
2024
Q3 		$544K Hold
9,380
– – 0.22% 110
2024
Q2 		$532K Sell
9,380
-79
-0.8% -$3.81K 0.21% 112
2024
Q1 		$476K Sell
9,459
-526
-5% -$26K 0.19% 109
2023
Q4 		$510K Sell
9,985
-206
-2% -$9.21K 0.22% 99
2023
Q3 		$405K Hold
10,191
– – 0.19% 88
2023
Q2 		$486K Buy
+10,191
New +$418K 0.22% 87

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return