New York Life Investment Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

New York Life Investment Management’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	-69,298	Closed	-$4.18M	–	837
2024 Q4	$4.18M	Buy	+69,298	New	+$4.3M	0.04%	369
2015 Q1	–	Sell	-349,648	Closed	-$14.2M	–	263
2014 Q4	$14.2M	Sell	349,648 -91,334	-21%	-$3.58M	1.7%	15
2014 Q3	$16.7M	Sell	440,982 -156,107	-26%	-$6.09M	2.75%	11
2014 Q2	$24.1M	Buy	597,089 +152,694	+34%	+$6.01M	4.08%	9
2014 Q1	$18.4M	Buy	444,395 +100,628	+29%	+$4.01M	3.88%	6
2013 Q4	$14M	Buy	+343,767	New	+$13.2M	3.49%	8

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 $303B AUM 53.02% 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

New York Life Investment Management's KRE Position: Q1 2025 in Review

New York Life Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 69,298 shares — an estimated $4.18M sold.

New York Life Investment Management first reported a position in KRE in Q4 2013 and held it in 6 quarters. The position peaked at $24.1M in Q2 2014. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

New York Life Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
New York Life Investment Management sold 69,298 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $4.18M.
New York Life Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 6 quarters.
New York Life Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $24.1M in Q2 2014.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.