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Choate Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Choate Investment Advisors’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
Q3 		– Sell
-80
Closed -$4.75K – 461
2025
Q2 		$4.75K Buy
+80
New +$4.45K ﹤0.01% 468
2021
Q2 		– Sell
-76
Closed -$5K – 364
2021
Q1 		$5K Buy
+76
New +$4.74K ﹤0.01% 294

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Choate Investment Advisors's KRE Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 80 shares — an estimated $4.75K sold.

Choate Investment Advisors first reported a position in KRE in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

  • Choate Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 80 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $4.75K.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 2 quarters.
  • Choate Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.