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

IPG 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 Q1	–	Sell	-3,676	Closed	-$222K	–	184
2024 Q4	$222K	Buy	+3,676	New	+$228K	0.05%	153
2023 Q2	–	Sell	-7,700	Closed	-$338K	–	185
2023 Q1	$338K	Sell	7,700 -1,700	-18%	-$96.4K	0.08%	113
2022 Q4	$552K	Hold	9,400	–	–	0.15%	70
2022 Q3	$553K	Buy	9,400 +4,000	+74%	+$250K	0.16%	70
2022 Q2	$314K	Hold	5,400	–	–	0.08%	107
2022 Q1	$372K	Buy	5,400 +500	+10%	+$36.4K	0.07%	110
2021 Q4	$348K	Buy	+4,900	New	+$351K	0.06%	136
2019 Q1	–	Sell	-12,170	Closed	-$569K	–	165
2018 Q4	$569K	Buy	12,170 +2,090	+21%	+$112K	0.22%	63
2018 Q3	$599K	Sell	10,080 -3,150	-24%	-$196K	0.19%	73
2018 Q2	$807K	Sell	13,230 -11,220	-46%	-$703K	0.28%	55
2018 Q1	$1.48M	Buy	24,450 +16,900	+224%	+$1.05M	0.48%	33
2017 Q4	$444K	Buy	+7,550	New	+$434K	0.18%	71

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

IPG Investment Advisors's KRE Position: Q1 2025 in Review

IPG Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 3,676 shares — an estimated $222K sold.

IPG Investment Advisors first reported a position in KRE in Q4 2017 and held it in 12 quarters. The position peaked at $1.48M in Q1 2018. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

IPG Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
IPG Investment Advisors sold 3,676 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $222K.
IPG Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 12 quarters.
IPG Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $1.48M in Q1 2018.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on IPG Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.