Institutional Ownership Spdr S&P Regional Banking ETF (KRE)
This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE). We have compiled data on the 604 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
360
shares
|
$22,712
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
349
shares
|
$22,018
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
340
shares
|
$21,450
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
300
shares
|
$18,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$18,296
0.01% of portfolio
|
Q2 2023
Reduced 87.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$17,665
0.0% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$17,665
0.0% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
275
shares
|
$17,349
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
259
shares
|
$16,340
0.0% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
249
shares
|
$15,709
0.0% of portfolio
|
Q4 2024
Reduced 65.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
249
shares
|
$15,709
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
240
shares
|
$15,141
0.0% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
239
shares
|
$15,078
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
228
shares
|
$14,384
0.0% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
218
shares
|
$13,753
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
216
shares
|
$13,627
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
203
shares
|
$12,807
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
201
shares
|
$12,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$12,618
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
191
shares
|
$12,050
0.0% of portfolio
|
Q2 2023
Reduced 21.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
185
shares
|
$11,671
0.0% of portfolio
|
Q4 2023
Reduced 19.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
180
shares
|
$11,356
0.0% of portfolio
|
Q1 2024
Reduced 69.7%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
176
shares
|
$11,103
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
158
shares
|
$9,968
0.0% of portfolio
|
Q2 2023
Reduced 64.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
150
shares
|
$9,463
0.0% of portfolio
|
Q4 2023
Reduced 70.06%
|