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

Members Advisory Group’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	-94,269	Closed	-$5.97M	–	39
2025 Q3	$5.97M	Sell	94,269 -5,708	-6%	-$360K	2.11%	16
2025 Q2	$5.94M	Sell	99,977 -2,054	-2%	-$114K	2.23%	15
2025 Q1	$5.8M	Buy	102,031 +965	+1%	+$58.6K	2.42%	13
2024 Q4	$6.1M	Buy	+101,066	New	+$6.27M	2.5%	13
2023 Q4	–	Sell	-9,265	Closed	-$387K	–	22
2023 Q3	$387K	Buy	9,265 +1,237	+15%	+$55.2K	0.25%	17
2023 Q2	$328K	Buy	+8,028	New	+$329K	0.2%	19

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

Members Advisory Group's KRE Position: Q4 2025 in Review

Members Advisory Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2025, closing a stake of 94,269 shares — an estimated $5.97M sold.

Members Advisory Group first reported a position in KRE in Q2 2023 and held it in 6 quarters. The position peaked at $6.1M in Q4 2024. 510 funds tracked by Wall St. Rank hold KRE as of Q4 2025.

Members Advisory Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2025 after selling out during the quarter.
Members Advisory Group sold 94,269 State Street SPDR S&P Regional Banking ETF shares in Q4 2025, an estimated $5.97M.
Members Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2023 and held it in 6 quarters.
Members Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $6.1M in Q4 2024.
510 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.