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 592 institutions that hold shares in the stock, with a total of 71.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
446
shares
|
$30,301
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
420
shares
|
$28,534
0.02% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
400
shares
|
$27,176
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
400
shares
|
$27,176
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
400
shares
|
$27,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
383
shares
|
$26,021
0.0% of portfolio
|
Q1 2023
Reduced 85.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
360
shares
|
$24,458
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
349
shares
|
$23,711
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
340
shares
|
$23,099
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
290
shares
|
$19,702
0.01% of portfolio
|
Q2 2023
Reduced 87.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$19,023
0.0% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$19,023
0.0% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
259
shares
|
$17,596
0.0% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
249
shares
|
$16,917
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
240
shares
|
$16,305
0.0% of portfolio
|
Q4 2022
Reduced 62.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
239
shares
|
$16,237
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
228
shares
|
$15,490
0.0% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
218
shares
|
$14,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
216
shares
|
$14,675
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
203
shares
|
$13,791
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
201
shares
|
$13,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
200
shares
|
$13,588
0.0% of portfolio
|
Q2 2023
Added 1233.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$13,588
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
191
shares
|
$12,976
0.0% of portfolio
|
Q2 2023
Reduced 21.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
185
shares
|
$12,568
0.0% of portfolio
|
Q4 2023
Reduced 19.57%
|