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 |
|---|---|---|---|
| 2025-09-30 | $896k | 14k | 63.30 |
| 2025-06-30 | $858k | 14k | 59.39 |
| 2025-03-31 | $813k | 14k | 56.85 |
| 2024-12-31 | $863k | 14k | 60.35 |
| 2024-09-30 | $946k | 17k | 56.60 |
| 2024-06-30 | $850k | 17k | 49.10 |
| 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 |