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 589 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
5,288
shares
|
$348,161
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,261
shares
|
$346,384
0.0% of portfolio
|
Q3 2024
Added 320.54%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,233
shares
|
$344,540
0.01% of portfolio
|
Q1 2024
Reduced 13.26%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,189
shares
|
$341,643
0.01% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$329,200
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,000
shares
|
$329,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,991
shares
|
$328,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,984
shares
|
$328,146
0.01% of portfolio
|
Q4 2022
Reduced 6.77%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
4,888
shares
|
$321,825
0.16% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,688
shares
|
$308,657
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,663
shares
|
$307,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,589
shares
|
$302,139
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,575
shares
|
$301,218
0.06% of portfolio
|
Q4 2023
Reduced 25.73%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,525
shares
|
$297,926
0.0% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,521
shares
|
$297,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
4,469
shares
|
$294,238
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,427
shares
|
$291,473
0.01% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,321
shares
|
$284,494
0.0% of portfolio
|
Q3 2024
Reduced 43.86%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
4,300
shares
|
$283,112
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
4,270
shares
|
$281,136
0.03% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,209
shares
|
$277,120
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,203
shares
|
$276,725
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,183
shares
|
$275,408
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$272,182
0.01% of portfolio
|
Q3 2024
Reduced 59.97%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$271,919
0.17% of portfolio
|
Q3 2024
Reduced 9.11%
|