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SPDR KBW Regional Banking shares owned by LJI Wealth Management

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in SPDR KBW Regional Banking

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Regional Banking held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Regional Banking by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $837k 20k 41.77
2023-06-30 $769k 19k 40.83
2023-03-31 $814k 19k 43.86
2022-12-31 $978k 17k 58.74

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding SPDR KBW Regional Banking

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UBS Group
Bank of America Corporation
Barclays
Goldman Sachs Group
Citigroup
Bnp Paribas Arbitrage, Snc
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Twin Tree Management
Phoenix Holdings
MKP Capital Management

View all funds holding SPDR KBW Regional Banking