McDaniel Terry & Co’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

McDaniel Terry & Co’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	-5,638	Closed	-$357K	–	83
2025 Q3	$357K	Hold	5,638	–	–	0.03%	78
2025 Q2	$335K	Hold	5,638	–	–	0.03%	77
2025 Q1	$321K	Hold	5,638	–	–	0.03%	83
2024 Q4	$340K	Hold	5,638	–	–	0.03%	81
2024 Q3	$319K	Hold	5,638	–	–	0.03%	82
2024 Q2	$277K	Hold	5,638	–	–	0.02%	83
2024 Q1	$283K	Hold	5,638	–	–	0.03%	87
2023 Q4	$296K	Buy	+5,638	New	+$252K	0.03%	75

Other funds holding KRE

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

McDaniel Terry & Co's KRE Position: Q4 2025 in Review

McDaniel Terry & Co sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 5,638 shares — an estimated $357K sold.

McDaniel Terry & Co first reported a position in KRE in Q4 2023 and held it in 8 quarters. The position peaked at $357K in Q3 2025. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

McDaniel Terry & Co reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 5,638 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $357K.
McDaniel Terry & Co first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2023 and held it in 8 quarters.
McDaniel Terry & Co's State Street SPDR S&P Regional Banking ETF position peaked at $357K in Q3 2025.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.