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 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameritas Advisory Services's KRE Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2026: 1,574 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in KRE as recently as Q3 2025.

Ameritas Advisory Services first reported a position in KRE in Q4 2021 and has held it in 12 quarters since. The position peaked at $673K in Q4 2022. 546 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Ameritas Advisory Services held 1,574 shares of State Street SPDR S&P Regional Banking ETF worth $118K as of Q2 2026.
State Street SPDR S&P Regional Banking ETF was a new Ameritas Advisory Services position in Q2 2026.
State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1144 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 12 quarters since.
Ameritas Advisory Services's State Street SPDR S&P Regional Banking ETF position peaked at $673K in Q4 2022.
546 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.