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 638 institutions that hold shares in the stock, with a total of 87 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,062
shares
|
$373,176
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,985
shares
|
$368,436
0.03% of portfolio
|
Q1 2025
Added 99650.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
5,870
shares
|
$361,357
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,839
shares
|
$359,448
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,836
shares
|
$359,264
0.13% of portfolio
|
Q2 2022
Added 9.78%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,820
shares
|
$358,279
0.07% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
5,811
shares
|
$357,725
0.14% of portfolio
|
Q2 2025
Added 300.76%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
5,800
shares
|
$357,048
0.03% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,781
shares
|
$355,878
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
5,750
shares
|
$353,970
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,644
shares
|
$347,444
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
5,638
shares
|
$347,075
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,601
shares
|
$344,797
0.01% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,600
shares
|
$344,736
0.0% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,500
shares
|
$338,580
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
5,500
shares
|
$338,580
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
5,499
shares
|
$338,518
0.07% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
5,471
shares
|
$336,794
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
5,465
shares
|
$336,425
0.26% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
5,433
shares
|
$334,455
0.05% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,418
shares
|
$333,532
0.0% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,369
shares
|
$330,515
0.06% of portfolio
|
Q3 2022
Reduced 11.39%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
5,364
shares
|
$330,207
0.04% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,359
shares
|
$329,900
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,302
shares
|
$326,391
0.02% of portfolio
|
Q1 2025
Added 43.34%
|