SS SPDR S&P Regional BankKREETF
13F holders, Q4 2024 (December 31)551holders +92
122new positions
51sold out
4famous investors
$60.35avg. 13F price*
At the end of Q4 2024, 551 institutions reported holding SS SPDR S&P Regional Bank (KRE) in their 13F filings, up 92 from Q3 2024. 122 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($651.1M), Goldman Sachs Group Inc. ($279.2M) and JPMorgan Chase & Co. ($223.4M). 4 famous investors held it, including Stanley Druckenmiller (0.9% of Duquesne Family Office's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Regional Bank
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $447.8M |
| Exits | 51 | $195.4M |
All 13F filers, Q3 2024 → Q4 2024: 23,947,906 shares bought and 21,497,757 shares sold, net +2,450,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 551 holders
| Morgan Stanley | 0.05% | Add +22.2% | 10,788,991 | $651.1M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -32.5% | 4,627,035 | $279.2M |
| JPMorgan Chase & Co. | 0.02% | Add +1861.5% | 3,701,950 | $223.4M |
| Citigroup Inc. | 0.20% | Add +12.0% | 3,363,987 | $203.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.33% | Reduce -57.6% | 2,522,000 | $152.2M |
| BNP Paribas Financial Markets | 0.11% | Add +268.8% | 2,424,094 | $146.3M |
| Bank of America Corp. | 0.01% | Reduce -14.8% | 2,389,480 | $144.2M |
| UBS Group AG | 0.03% | Reduce -52.3% | 1,867,875 | $112.7M |
| Bessemer Group Inc. | 0.18% | Add +28.3% | 1,852,585 | $111.8M |
| Migdal Insurance & Financial Holdings Ltd. | 1.58% | Add +11843.8% | 1,827,400 | $110.3M |
| Wells Fargo & Company | 0.03% | Add +43.7% | 1,813,616 | $109.5M |
| Moore Capital Management, LP | 2.19% | Add +89.3% | 1,798,314 | $108.5M |
| LPL Financial LLC | 0.04% | Add +10.8% | 1,469,149 | $88.7M |
| Two Sigma Investments, LP | 0.20% | Reduce -30.8% | 1,343,700 | $81.1M |
| Jane Street Group, LLC | 0.11% | Add +439.3% | 1,157,448 | $69.9M |
| Susquehanna International Group, LLP | 0.10% | Add +88.1% | 1,088,746 | $65.7M |
| Ensign Peak Advisors, Inc | 0.11% | Add +32.8% | 1,046,360 | $63.1M |
| Hudson Bay Capital Management LP | 0.43% | Add +226.6% | 979,716 | $59.1M |
| Main Management ETF Advisors, LLC | 2.64% | New | 966,600 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -16.6% | 927,143 | $56.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.32% | New | 882,884 | $53.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.75% | No change | 757,000 | $45.7M |
| Toronto Dominion Bank | 0.09% | Add +0.1% | 752,923 | $45.5M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 719,194 | $43.4M |
| Alliancebernstein L.P. | 0.01% | New | 710,200 | $42.9M |
| Sculptor Capital LP | 0.86% | Add +301.7% | 600,500 | $36.2M |
| Samlyn Capital, LLC | 0.56% | New | 583,469 | $35.2M |
| Marshall Wace, LLP | 0.04% | Reduce -35.6% | 555,788 | $33.5M |
| Duquesne Family Office | 0.94% | Reduce -73.0% | 554,138 | $33.4M |
| EP Wealth Advisors, LLC | 0.22% | Reduce -1.6% | 442,505 | $26.7M |
| Balyasny Asset Management L.P. | 0.06% | Add +41.1% | 431,392 | $26.0M |
| Verition Fund Management LLC | 0.13% | New | 427,305 | $25.8M |
| Capstone Investment Advisors, LLC | 0.31% | Add +17.0% | 399,539 | $24.1M |
| ADAPT Investment Managers SA | 11.09% | — | 395,233 | $23.9M |
| Rokos Capital Management LLP | 0.53% | Reduce -10.2% | 393,497 | $23.8M |
| First Financial Bankshares Inc | 0.51% | Reduce -0.6% | 387,001 | $23.4M |
| Holocene Advisors, LP | 0.08% | Reduce -27.1% | 385,627 | $23.3M |
| Huntington National Bank | 0.22% | Add +14.6% | 384,988 | $23.2M |
| Jefferies Financial Group Inc. | 0.26% | Reduce -25.6% | 367,370 | $22.2M |
| Raymond James Financial Inc. | 0.01% | — | 360,548 | $21.8M |
| BlackRock, Inc. | 0.00% | New | 346,603 | $20.9M |
| Terril Brothers, Inc. | 5.96% | Add +82.5% | 324,660 | $19.6M |
| DE Burlo Group Inc. | 2.37% | Add +46.7% | 294,800 | $17.8M |
| Rhino Investment Partners, Inc | 3.88% | New | 290,356 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +1334.1% | 282,944 | $17.1M |
| Ocean Park Asset Management, LLC | 0.57% | Add +33.0% | 276,744 | $16.7M |
| Parcion Private Wealth LLC | 1.23% | Add +6.4% | 266,690 | $16.1M |
| Gendell Jeffrey L | 0.49% | Reduce -62.2% | 258,409 | $15.6M |
| Main Management LLC | 1.27% | Add +9675.2% | 257,771 | $15.6M |
| DAVENPORT & Co LLC | 0.09% | New | 246,371 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +75.4% | 231,752 | $14.0M |
| Tocqueville Asset Management L.P. | 0.22% | Reduce -0.1% | 228,274 | $13.8M |
| Goodman Financial Corp | 2.94% | Reduce -38.6% | 228,042 | $13.8M |
| Parallax Volatility Advisers, L.P. | 0.34% | Reduce -83.6% | 220,063 | $13.3M |
| Bank of Montreal | 0.01% | Reduce -47.6% | 215,662 | $13.0M |
| Alyeska Investment Group, L.P. | 0.05% | New | 203,480 | $12.3M |
| One Capital Management, LLC | 0.40% | Reduce -4.1% | 200,285 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +48.2% | 196,013 | $11.8M |
| Truist Financial Corp. | 0.02% | Add +2.0% | 187,948 | $11.3M |
| Barclays PLC | 0.01% | Reduce -72.2% | 181,972 | $11.0M |
| Montag A & Associates Inc. | 0.52% | Reduce -0.7% | 181,685 | $11.0M |
| Walleye Capital LLC | 0.11% | Add +23.8% | 180,336 | $10.9M |
| Chicago Wealth Management, Inc. | 5.60% | Add +10.7% | 178,690 | $10.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 9.75% | No change | 174,383 | $10.5M |
| Alaska Permanent Fund Corp | 0.16% | Reduce -32.6% | 173,248 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +5.7% | 166,866 | $10.1M |
| Oak Harvest Investment Services | 1.40% | Add +57.9% | 166,618 | $10.1M |
| Soros Capital Management LLC | 1.57% | New | 166,200 | $10.0M |
| Perbak Capital Partners LLP | 5.32% | New | 165,127 | $10.0M |
| Lighthouse Investment Partners, LLC | 0.37% | Reduce -44.7% | 159,802 | $9.6M |
| NewSquare Capital LLC | 0.77% | Add +0.1% | 159,595 | $9.6M |
| Lingotto Investment Management LLP | 0.26% | New | 159,000 | $9.6M |
| SMI Advisory Services, LLC | 2.17% | Reduce -57.2% | 159,245 | $9.4M |
| Patten & Patten Inc. | 0.58% | Add +79.8% | 146,100 | $8.8M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +34.6% | 144,578 | $8.7M |
| Cetera Investment Advisers | 0.02% | Reduce -50.6% | 142,897 | $8.6M |
| Castleark Management LLC | 0.28% | New | 135,000 | $8.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.2% | 130,164 | $7.9M |
| Dupont Capital Management Corp. | 0.68% | New | 120,570 | $7.3M |
| Annandale Capital, LLC | 1.43% | Reduce -14.3% | 120,000 | $7.2M |
| CX Institutional | 0.29% | Reduce -1.7% | 119,135 | $7.2M |
| Parkside Investments, LLC | 1.03% | Add +0.4% | 113,740 | $6.9M |
| Caption Management, LLC | 0.28% | Reduce -90.2% | 110,700 | $6.7M |
| Graypoint LLC | 0.40% | Reduce -10.3% | 109,441 | $6.6M |
| Carnegie Investment Counsel | 0.19% | Reduce -7.5% | 108,951 | $6.6M |
| Venture Visionary Partners LLC | 0.28% | Add +1.2% | 108,185 | $6.5M |
| Adams Wealth Management | 1.24% | New | 107,765 | $6.5M |
| CacheTech Inc. | 1.22% | New | 107,765 | $6.5M |
| D. Scott Neal, Inc. | 3.56% | New | 107,501 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +23.9% | 105,881 | $6.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +4.7% | 103,908 | $6.3M |
| Private Advisory Group LLC | 0.69% | Add +133.6% | 101,754 | $6.1M |
| Members Advisory Group LLC | 2.50% | New | 101,066 | $6.1M |
| Arvest Bank Trust Division | 0.35% | Reduce -7.2% | 95,713 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 89,041 | $5.4M |
| Banque Pictet & Cie SA | 0.05% | New | 88,826 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.5% | 84,943 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 84,748 | $5.1M |
| First Interstate Bank | 0.31% | New | 83,658 | $5.0M |
| Integrated Advisors Network LLC | 0.24% | Add +37.0% | 83,212 | $5.0M |
"% of holder's portfolio" is KRE's weight in each manager's 13F, not the share of SS SPDR S&P Regional Bank the manager owns.