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
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 $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ameritas Advisory Services's KRE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 1,012 shares — an estimated $64.1K sold.

Ameritas Advisory Services first reported a position in KRE in Q4 2021 and held it in 11 quarters. The position peaked at $673K in Q4 2022. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Ameritas Advisory Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,012 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $64.1K.
Ameritas Advisory Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2021 and held it in 11 quarters.
Ameritas Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $673K in Q4 2022.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.