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

Aptus Capital 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
2021 Q4	–	Sell	-900,000	Closed	-$61M	–	577
2021 Q3	$61M	Buy	+900,000	New	+$57.9M	1.57%	22
2021 Q2	–	Sell	-650,000	Closed	-$43.1M	–	585
2021 Q1	$43.1M	Buy	+650,000	New	+$40.6M	1.55%	19

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

Aptus Capital Advisors's KRE Position: Q3 2025 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2025, closing a stake of 191 shares — an estimated $11.3K sold.

Aptus Capital Advisors first reported a position in KRE in Q1 2021 and held it in 18 quarters. The position peaked at $14K in Q4 2021. 503 funds tracked by Wall St. Rank hold KRE as of Q3 2025.

Aptus Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2025 after selling out during the quarter.
Aptus Capital Advisors sold 191 State Street SPDR S&P Regional Banking ETF shares in Q3 2025, an estimated $11.3K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2021 and held it in 18 quarters.
Aptus Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $14K in Q4 2021.
503 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.