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 647 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$8,318
0.0% of portfolio
|
Q3 2024
Reduced 37.56%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
125
shares
|
$8,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
110
shares
|
$7,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
109
shares
|
$7,083
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
107
shares
|
$6,953
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$6,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$6,498
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$6,498
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
100
shares
|
$6,498
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
87
shares
|
$5,654
0.0% of portfolio
|
Q2 2025
Added 123.08%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
80
shares
|
$5,199
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
80
shares
|
$5,199
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
77
shares
|
$5,004
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
76
shares
|
$4,939
0.0% of portfolio
|
Q2 2023
Added 1.33%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
75
shares
|
$4,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
73
shares
|
$4,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$4,549
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
70
shares
|
$4,549
0.0% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
60
shares
|
$3,899
0.0% of portfolio
|
Q2 2025
Reduced 34.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
59
shares
|
$3,834
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
50
shares
|
$3,249
0.0% of portfolio
|
Q2 2022
Added 150.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
38
shares
|
$2,469
0.0% of portfolio
|
Q2 2025
Added 322.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
35
shares
|
$2,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
35
shares
|
$2,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
32
shares
|
$2,079
0.0% of portfolio
|
Q4 2024
New holding
|