Ameritas Advisory Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Ameritas Advisory Services’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
2026 Q3	$106K	Sell	1,525 -49	-3%	-$3.66K	﹤0.01%	1171
2026 Q2	$118K	Buy	+1,574	New	+$110K	﹤0.01%	1144
2025 Q4	–	Sell	-1,012	Closed	-$64.1K	–	1596
2025 Q3	$64.1K	Sell	1,012 -280	-22%	-$17.7K	﹤0.01%	992
2025 Q2	$76.7K	Buy	+1,292	New	+$71.9K	﹤0.01%	1096
2024 Q2	–	Sell	-4,206	Closed	-$210K	–	916
2024 Q1	$210K	Sell	4,206 -622	-13%	-$30.7K	0.01%	820
2023 Q4	$248K	Sell	4,828 -446	-8%	-$19.9K	0.01%	608
2023 Q3	$219K	Buy	+5,274	New	+$235K	0.01%	722
2023 Q2	–	Sell	-4,490	Closed	-$194K	–	1658
2023 Q1	$194K	Sell	4,490 -6,961	-61%	-$395K	0.01%	781
2022 Q4	$673K	Buy	11,451 +1,811	+19%	+$111K	0.03%	453
2022 Q3	$568K	Buy	9,640 +554	+6%	+$34.6K	0.03%	404
2022 Q2	$528K	Buy	9,086 +1,009	+12%	+$63K	0.03%	439
2022 Q1	$556K	Buy	8,077 +910	+13%	+$66.3K	0.02%	477
2021 Q4	$508K	Buy	+7,167	New	+$513K	0.02%	505

Other funds holding KRE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crake Asset Management London, United Kingdom $4.57B AUM 17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Ameritas Advisory Services's KRE Position: Q3 2026 in Review

Ameritas Advisory Services reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 3.1% in Q3 2026, selling an estimated $3.66K and leaving 1,525 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Ameritas Advisory Services first reported a position in KRE in Q4 2021 and has held it in 13 quarters since. The position peaked at $673K in Q4 2022. 438 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Ameritas Advisory Services held 1,525 shares of State Street SPDR S&P Regional Banking ETF worth $106K as of Q3 2026.
Ameritas Advisory Services sold 49 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $3.66K.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #1171 holding.
Ameritas Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and has held it in 13 quarters since.
Ameritas Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $673K in Q4 2022.
438 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.