Caldwell Trust CO Spdr S&P Regional Banking ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 02, 2025	SELL	$59.87 - $68.61 $157,158 - $180,101	-2,625 Closed	0 $0
Q2 2021 Oct 02, 2025	BUY	$63.66 - $71.33 $167,107 - $187,241	2,625 New	2,625 $172 Million

Others Institutions Holding KRE

# of Institutions

679

Shares Held

95.2M

Call Options Held

54.5M

Put Options Held

76.3M

Goldman Sachs Group Inc New York, NY

11.4M
Shares

$695 Million
0.09% of portfolio
Morgan Stanley New York, NY

11.3M
Shares

$687 Million
0.04% of portfolio
Citigroup Inc

8.9M
Shares

$542 Million
0.26% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

8.44M
Shares

$514 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

4.49M
Shares

$274 Million
0.02% of portfolio

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
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