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

WESPAC 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	-6,933	Closed	-$418K	–	183
2024 Q4	$418K	Buy	+6,933	New	+$430K	0.31%	107
2018 Q4	–	Sell	-45,440	Closed	-$2.7M	–	147
2018 Q3	$2.7M	Buy	45,440 +6,606	+17%	+$412K	1.58%	19
2018 Q2	$2.37M	Buy	38,834 +8,815	+29%	+$553K	2.44%	6
2018 Q1	$1.81M	Buy	+30,019	New	+$1.86M	1.11%	33
2016 Q2	–	Sell	-24,415	Closed	-$919K	–	115
2016 Q1	$919K	Buy	24,415 +5,321	+28%	+$196K	1.14%	37
2015 Q4	$800K	Buy	+19,094	New	+$826K	0.93%	50

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WESPAC Advisors's KRE Position: Q1 2025 in Review

WESPAC Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2025, closing a stake of 6,933 shares — an estimated $418K sold.

WESPAC Advisors first reported a position in KRE in Q4 2015 and held it in 6 quarters. The position peaked at $2.7M in Q3 2018. 498 funds tracked by Wall St. Rank hold KRE as of Q1 2025.

WESPAC Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors sold 6,933 State Street SPDR S&P Regional Banking ETF shares in Q1 2025, an estimated $418K.
WESPAC Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 6 quarters.
WESPAC Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.7M in Q3 2018.
498 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.