SS SPDR S&P Regional BankKREETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 509 institutions reported holding SS SPDR S&P Regional Bank (KRE) in their 13F filings, down 3 from Q4 2025. 89 opened new positions and 87 sold out. The largest holders were Goldman Sachs Group Inc. ($1.5B), Morgan Stanley ($1.1B) and Citigroup Inc. ($567.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P Regional Bank
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $451.7M |
| Exits | 87 | $631.9M |
All 13F filers, Q4 2025 → Q1 2026: 47,885,318 shares bought and 21,303,594 shares sold, net +26,581,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 509 holders
| Goldman Sachs Group Inc. | 0.20% | Add +182.8% | 23,472,736 | $1.5B |
| Morgan Stanley | 0.06% | Add +16.8% | 16,257,212 | $1.1B |
| Citigroup Inc. | 0.36% | Add +220.0% | 8,709,096 | $567.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.82% | Reduce -16.2% | 7,514,000 | $489.5M |
| Wells Fargo & Company | 0.07% | Add +48.6% | 5,196,511 | $338.6M |
| Bank of America Corp. | 0.02% | Reduce -5.0% | 4,769,277 | $310.7M |
| Bank of Montreal | 0.10% | Add +3958.9% | 3,574,230 | $232.9M |
| Susquehanna International Group, LLP | 0.28% | Add +213.7% | 3,332,142 | $217.1M |
| Two Sigma Investments, LP | 0.14% | Add +8996.1% | 2,514,800 | $163.8M |
| Barclays PLC | 0.06% | Add +64.2% | 2,364,220 | $154.0M |
| Bessemer Group Inc. | 0.23% | Add +17.3% | 2,266,123 | $147.6M |
| BNP Paribas Financial Markets | 0.10% | Add +49.8% | 2,207,046 | $143.8M |
| Menora Mivtachim Holdings LTD. | 0.67% | Add +106.0% | 2,183,000 | $142.2M |
| UBS Group AG | 0.02% | Add +12.6% | 2,013,539 | $131.2M |
| Crake Asset Management LLP | 3.98% | New | 1,750,000 | $114.0M |
| LPL Financial LLC | 0.02% | Add +123.0% | 1,357,893 | $88.5M |
| Fiduciary Trust Co | 0.99% | Add +35.7% | 1,287,607 | $83.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.50% | New | 1,280,000 | $83.4M |
| Royal Bank of Canada | 0.01% | Reduce -20.4% | 880,937 | $57.4M |
| FIL Ltd | 0.04% | Add +35.4% | 834,265 | $54.4M |
| Toronto Dominion Bank | 0.10% | Reduce -0.1% | 789,677 | $51.4M |
| Rokos Capital Management LLP | 0.82% | New | 708,884 | $46.2M |
| Verition Fund Management LLC | 0.42% | Add +25.6% | 621,733 | $40.5M |
| Raymond James Financial Inc. | 0.01% | Add +11.2% | 620,808 | $40.4M |
| TD Asset Management Inc | 0.03% | New | 554,682 | $36.1M |
| Ameriprise Financial Inc. | 0.01% | Add +32.1% | 547,867 | $35.7M |
| Trust Point Inc. | 3.04% | New | 536,853 | $35.0M |
| Ensign Peak Advisors, Inc | 0.06% | Add +38.3% | 505,602 | $32.9M |
| Jane Street Group, LLC | 0.04% | Reduce -56.8% | 495,579 | $32.3M |
| First Financial Bankshares Inc | 0.62% | Reduce -4.7% | 469,340 | $30.6M |
| Huntington National Bank | 0.22% | Add +1.4% | 465,720 | $30.3M |
| Jain Global LLC | 0.36% | New | 401,570 | $26.2M |
| Jefferies Financial Group Inc. | 0.33% | Add +56.0% | 400,048 | $26.1M |
| Capstone Investment Advisors, LLC | 0.28% | Add +49.8% | 381,043 | $24.8M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 366,567 | $23.9M |
| Horizon Investments, LLC | 0.26% | Add +2.0% | 359,670 | $23.4M |
| PEAK6 LLC | 0.64% | Add +139.0% | 340,516 | $22.2M |
| Curi Capital, LLC | 0.37% | Add +1.4% | 315,368 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +11.6% | 272,998 | $17.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.1% | 257,717 | $16.8M |
| SG Americas Securities, LLC | 0.02% | Add +295.9% | 257,095 | $16.8M |
| Truist Financial Corp. | 0.02% | Add +15.3% | 247,837 | $16.1M |
| Stifel Financial Corp. | 0.01% | Add +8.7% | 239,545 | $15.6M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -17.6% | 227,647 | $14.8M |
| Capital Fund Management S.A. | 0.13% | Reduce -58.8% | 226,740 | $14.8M |
| Cibc World Market Inc. | 0.02% | Reduce -4.5% | 217,189 | $14.1M |
| IMC-Chicago, LLC | 0.21% | Add +147.3% | 215,172 | $14.0M |
| Patten & Patten Inc. | 0.78% | Add +2.6% | 198,009 | $12.9M |
| Carrera Capital Advisors | 1.95% | New | 194,623 | $12.7M |
| Cullen/Frost Bankers, Inc. | 0.14% | Add +14.8% | 190,433 | $12.4M |
| Agave Capital Management Ltd | 1.96% | Reduce -56.7% | 190,067 | $12.2M |
| Altfest L J & Co. Inc. | 1.28% | Add +11.2% | 184,232 | $12.0M |
| First Eagle Investment Management, LLC | 0.02% | Add +10.7% | 176,119 | $11.5M |
| Community Trust & Investment Co. | 0.62% | Add +2.7% | 175,152 | $11.4M |
| Integrated Wealth Concepts LLC | 0.09% | Add +1184.5% | 173,258 | $11.3M |
| Interval Partners, LP | 0.39% | New | 172,249 | $11.2M |
| SG Capital Management LLC | 0.91% | Add +159.3% | 170,595 | $11.1M |
| Parallax Volatility Advisers, L.P. | 0.61% | Add +15679500.0% | 156,796 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.3% | 162,173 | $10.6M |
| SIH Partners, LLLP | 0.32% | New | 160,009 | $10.4M |
| Captrust Financial Advisors | 0.02% | Add +506.1% | 152,620 | $9.9M |
| Banco BTG Pactual S.A. | 1.91% | New | 150,000 | $9.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.35% | Reduce -36.1% | 148,039 | $9.6M |
| Renaissance Technologies | 0.01% | Add +21.0% | 141,900 | $9.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -8.3% | 139,973 | $9.1M |
| Valley Wealth Managers, Inc. | 0.58% | Reduce -29.4% | 138,438 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 133,900 | $8.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 8.39% | No change | 131,610 | $8.6M |
| Brick & Kyle, Associates | 2.83% | Reduce -10.4% | 131,601 | $8.6M |
| Strategic Wealth Partners, Ltd. | 0.57% | Add +2736.4% | 125,509 | $8.2M |
| Centiva Capital, LP | 0.38% | Add +43.2% | 125,076 | $8.1M |
| Parkside Investments, LLC | 0.97% | Add +1.2% | 122,611 | $8.0M |
| NewSquare Capital LLC | 0.68% | Reduce -0.1% | 119,098 | $7.8M |
| Venture Visionary Partners LLC | 0.26% | Add +0.7% | 117,350 | $7.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +34.0% | 111,892 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +54.6% | 110,159 | $7.2M |
| Prescott Group Capital Management, L.L.C. | 0.67% | No change | 103,492 | $6.7M |
| Marshall Wace, LLP | 0.01% | Reduce -93.4% | 103,275 | $6.7M |
| Highlander Partners, L.P. | 2.55% | Reduce -50.0% | 100,000 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +30.9% | 98,978 | $6.4M |
| Cerity Partners LLC | 0.01% | Add +22.9% | 95,300 | $6.2M |
| Carnegie Investment Counsel | 0.12% | Add +1.3% | 94,476 | $6.2M |
| Rhino Investment Partners, Inc | 1.65% | Reduce -74.0% | 91,048 | $5.9M |
| Walleye Capital LLC | 0.04% | Reduce -50.6% | 89,227 | $5.8M |
| Tudor Investment Corporation | 0.03% | New | 88,885 | $5.8M |
| Waverly Advisors, LLC | 0.04% | Add +883.2% | 85,725 | $5.6M |
| Berkshire Money Management, Inc. | 0.56% | New | 84,141 | $5.5M |
| Credit Industriel Et Commercial | 0.94% | Add +63.2% | 82,248 | $5.4M |
| Eldridge Investment Advisors, Inc. | 1.15% | Add +57.8% | 80,655 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.8% | 77,735 | $5.1M |
| Annandale Capital, LLC | 0.80% | Reduce -25.0% | 75,000 | $4.9M |
| IAM Advisory, LLC | 1.07% | New | 73,035 | $4.8M |
| First Interstate Bank | 0.26% | Reduce -1.0% | 72,166 | $4.7M |
| Farmers Trust Co. | 0.74% | Reduce -0.3% | 72,025 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -97.7% | 67,470 | $4.4M |
| First American Bank | 0.27% | Add +3.0% | 65,856 | $4.3M |
| Michelson Medical Research Foundation, Inc. | 4.20% | No change | 63,510 | $4.1M |
| SAM Advisors, LLC | 1.28% | Add +0.7% | 62,863 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -40.9% | 61,553 | $4.1M |
| Brant Point Investment Management LLC | 1.11% | Reduce -11.4% | 61,858 | $4.0M |
| Capula Management Ltd | 0.04% | New | 61,536 | $4.0M |
| North Star Investment Management Corp. | 0.24% | Add +2733.7% | 59,508 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.1% | 58,729 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +12360.0% | 56,942 | $3.7M |
| Group One Trading LLC | 0.12% | Reduce -23.4% | 55,805 | $3.6M |
| Westview Management dba Westview Investment Advisors | 1.89% | Reduce -10.0% | 55,717 | $3.6M |
| Lumbard & Kellner, LLC | 1.24% | Add +359.9% | 54,714 | $3.6M |
| Arkadios Wealth Advisors | 0.06% | Add +7.2% | 54,123 | $3.5M |
| LMR Partners LLP | 0.04% | New | 53,990 | $3.5M |
| Lido Advisors, LLC | 0.01% | Add +165.6% | 53,565 | $3.5M |
| Advisory Services Network, LLC | 0.05% | Add +2.4% | 53,095 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.3% | 52,851 | $3.4M |
| Sig Brokerage, LP | 0.94% | Reduce -6.2% | 51,156 | $3.3M |
| Graham Capital Management, L.P. | 0.15% | Add +66.7% | 50,000 | $3.3M |
| Tidal Investments LLC | 0.01% | New | 49,000 | $3.2M |
| NTV Asset Management LLC | 0.33% | Add +0.6% | 46,043 | $3.0M |
| Valicenti Advisory Services Inc. | 0.65% | New | 45,595 | $3.0M |
| Anderson Hoagland & Co. | 0.25% | New | 45,444 | $3.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -3.0% | 44,900 | $2.9M |
| World Investment Advisors | 0.05% | Reduce -6.4% | 44,342 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +0.6% | 45,282 | $2.9M |
| Banque Pictet & Cie SA | 0.03% | Reduce -7.6% | 43,300 | $2.8M |
| NBT Bank, N.A. | 0.18% | Reduce -2.4% | 42,547 | $2.8M |
| Flow Traders U.S. LLC | 0.09% | Add +43.2% | 42,452 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | New | 41,589 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.6% | 42,425 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +335.8% | 41,029 | $2.7M |
| Sweeney & Michel, LLC | 0.78% | Add +0.8% | 38,447 | $2.7M |
| Banque Cantonale Vaudoise | 0.10% | No change | 40,000 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -36.2% | 39,792 | $2.6M |
| Riggs Asset Managment Co. Inc. | 0.50% | Add +502.3% | 37,501 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.3% | 36,088 | $2.4M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.51% | New | 35,900 | $2.3M |
| Shepherd Financial Partners LLC | 0.22% | Reduce -0.4% | 35,044 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +60.2% | 34,975 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -0.4% | 34,427 | $2.2M |
| CWA Asset Management Group, LLC | 0.07% | Reduce -7.4% | 31,981 | $2.1M |
| Absolute Capital Management, LLC | 0.69% | No change | 31,900 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Reduce -3.1% | 31,599 | $2.1M |
| Founders Financial Securities LLC | 0.12% | Add +2.7% | 29,161 | $2.0M |
| Ulysses Management LLC | 0.74% | Reduce -25.0% | 30,000 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -37.8% | 29,576 | $1.9M |
| Credit Agricole S A | 0.01% | Add +95.0% | 29,463 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.6% | 28,441 | $1.9M |
| Fosun International Ltd | 0.49% | New | 27,415 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +21.8% | 27,131 | $1.8M |
| Rothschild Investment LLC | 0.09% | No change | 26,897 | $1.8M |
| Grandview Asset Management LLC | 0.50% | Reduce -5.5% | 26,302 | $1.7M |
| Kovack Advisors, Inc. | 0.09% | Reduce -0.6% | 25,651 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -43.7% | 25,002 | $1.6M |
| GAMCO Investors | 0.02% | No change | 25,000 | $1.6M |
| Novem Group | 0.19% | Reduce -0.4% | 24,954 | $1.6M |
| Stevens Capital Management LP | 0.25% | New | 24,671 | $1.6M |
| Summit Securities Group LLC | 0.76% | Add +216.2% | 23,919 | $1.6M |
| Marex Group Ltd | 0.02% | New | 23,838 | $1.6M |
| D.A. Davidson & Co. | 0.01% | New | 22,969 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -54.1% | 22,859 | $1.5M |
| Calton & Associates, Inc. | 0.21% | Reduce -3.6% | 22,428 | $1.5M |
| Capital Investment Counsel, Inc | 0.18% | Reduce -23.3% | 22,319 | $1.5M |
| Stephens Inc. | 0.02% | Add +0.1% | 22,107 | $1.4M |
| Governors Lane LP | 0.18% | New | 22,066 | $1.4M |
| Marathon Trading Investment Management LLC | 0.43% | New | 22,012 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.2% | 21,834 | $1.4M |
| Robinson Value Management, Ltd. | 0.77% | Reduce -5.9% | 21,305 | $1.4M |
| TD Waterhouse Canada Inc. | 0.00% | Add +128.9% | 20,811 | $1.4M |
| Inscription Capital, LLC | 0.14% | No change | 20,800 | $1.4M |
| Proffitt & Goodson Inc. | 0.21% | Reduce -4.5% | 20,787 | $1.4M |
| Visionary Horizons, LLC | 0.65% | New | 20,277 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -7.7% | 20,247 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.53% | Add +0.4% | 20,133 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +30.5% | 20,091 | $1.3M |
| Creative Planning | 0.00% | Add +8.8% | 20,049 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -32.0% | 19,641 | $1.3M |
| Cowa, LLC | 0.37% | Add +5.4% | 19,393 | $1.3M |
| Wesbanco Bank Inc. | 0.03% | Reduce -0.1% | 18,737 | $1.2M |
| Quintet Private Bank (Europe) S.A. | 0.08% | Reduce -1.6% | 18,391 | $1.2M |
| Waratah Capital Advisors Ltd. | 0.10% | New | 17,989 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +62.0% | 17,898 | $1.2M |
| Taylor & Morgan Wealth Management, LLC | 0.62% | Add +0.1% | 16,773 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.0% | 16,539 | $1.1M |
| Institute for Wealth Management, LLC. | 0.11% | Add +1.8% | 16,339 | $1.1M |
| Cane Capital Partners, LLC | 0.47% | Add +15.4% | 16,305 | $1.1M |
| Cladis Investment Advisory, LLC | 0.58% | Add +3.2% | 16,050 | $1.0M |
| Galaxy Digital Inc. | 0.16% | — | 15,837 | $1.0M |
| Game Plan Financial Advisors, LLC | 0.47% | Add +14.3% | 15,618 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Add +1.3% | 15,600 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | Reduce -20.3% | 15,451 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 15,323 | $998K |
| Natixis | 0.00% | Add +306.2% | 15,249 | $993K |
| James Investment Research, Inc. | 0.11% | Reduce -3.8% | 15,237 | $993K |
| Bramshill Investments, LLC | 0.08% | New | 15,000 | $977K |
| Harbour Trust & Investment Management Co | 0.10% | Reduce -1.1% | 14,970 | $975K |
| Prudent Man Advisors, LLC | 0.29% | Reduce -3.2% | 14,711 | $958K |
| Independent Financial Group, LLC | 0.02% | Reduce -24.7% | 14,548 | $948K |
| Wolverine Asset Management LLC | 0.05% | Reduce -13.0% | 14,492 | $944K |
| DAVENPORT & Co LLC | 0.01% | Reduce -36.5% | 14,422 | $940K |
| Smartleaf Asset Management LLC | 0.03% | Add +0.0% | 14,677 | $934K |
| Highland Capital Management, LLC | 0.05% | New | 14,015 | $913K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +12.2% | 13,888 | $905K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +12.4% | 13,766 | $897K |
| City Holding Co. | 0.11% | Reduce -1.4% | 13,742 | $895K |
| Integrated Advisors Network LLC | 0.05% | Reduce -46.3% | 13,645 | $889K |
| Alliancebernstein L.P. | 0.00% | New | 9,579 | $872K |
| LJI Wealth Management, LLC | 0.14% | Reduce -6.4% | 13,239 | $863K |
| National Bank of Canada | 0.00% | Reduce -97.5% | 13,116 | $854K |
| Holderness Investments Co. | 0.17% | Add +75.0% | 12,885 | $839K |
| IHT Wealth Management, LLC | 0.02% | Add +41.5% | 12,831 | $836K |
| Silphium Asset Management Ltd | 0.31% | Reduce -52.0% | 12,718 | $829K |
| Fort Point Capital Partners LLC | 0.11% | No change | 12,713 | $828K |
| Joseph P. Lucia & Associates, LLC | 0.29% | Reduce -18.9% | 12,664 | $825K |
| Focus Partners Wealth | 0.00% | Reduce -5.5% | 12,092 | $788K |
| Appalachian Capital Management Ltd | 0.62% | Reduce -11.4% | 11,903 | $775K |
| Byrne Asset Management LLC | 0.46% | Reduce -8.3% | 11,799 | $769K |
| Corient Private Wealth LP | 0.00% | Reduce -9.8% | 11,656 | $759K |
| North Star Asset Management Inc. | 0.03% | Reduce -4.2% | 11,310 | $737K |
| White Pine Capital LLC | 0.20% | No change | 11,260 | $734K |
| First National Bank of Omaha | 0.02% | Reduce -84.7% | 11,405 | $725K |
| Berger Financial Group, Inc | 0.04% | Add +8.1% | 11,113 | $724K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -1.2% | 11,051 | $720K |
| Shelton Capital Management | 0.02% | New | 10,788 | $703K |
| Fortis Capital Advisors, LLC | 0.09% | New | 10,683 | $696K |
| Belpointe Asset Management LLC | 0.03% | New | 10,683 | $696K |
| Centaurus Financial, Inc. | 0.03% | Reduce -32.9% | 10,518 | $685K |
| HSBC Holdings PLC | 0.00% | Reduce -52.3% | 10,455 | $680K |
| Nvwm, LLC | 0.15% | New | 10,238 | $667K |
| Horizon Family Wealth, Inc. | 0.35% | Reduce -1.4% | 10,234 | $667K |
| Sanchez Gaunt Capital Management, LLC | 0.41% | — | 10,129 | $660K |
| Brian Low Financial Group, LLC | 0.44% | New | 10,020 | $653K |
| Mint Tower Capital Management B.V. | 0.14% | New | 10,000 | $652K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | New | 10,000 | $652K |
| Wealthfront Advisers LLC | 0.00% | Add +89.7% | 10,000 | $652K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 10,000 | $648K |
| Quantinno Capital Management LP | 0.00% | Add +1.5% | 9,939 | $648K |
| IFP Advisors, Inc | 0.01% | Reduce -43.1% | 9,706 | $632K |
| Equitable Holdings, Inc. | 0.00% | Add +57.5% | 9,689 | $628K |
| Savant Capital, LLC | 0.00% | No change | 9,622 | $627K |
| Integrity Alliance, Llc. | 0.02% | Reduce -5.7% | 9,507 | $619K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.6% | 9,356 | $610K |
| Providence First Trust Co | 0.21% | Reduce -18.1% | 9,295 | $606K |
| CX Institutional | 0.02% | Add +0.6% | 9,166 | $597K |
| Toth Financial Advisory Corp. | 0.06% | Add +36.9% | 9,005 | $587K |
| StoneX Group Inc. | 0.03% | New | 8,968 | $584K |
| Avondale Wealth Management | 0.27% | No change | 8,550 | $557K |
| Bank of New York Mellon Corp | 0.00% | New | 8,520 | $555K |
| Snowden Capital Advisors LLC | 0.01% | Add +39.1% | 8,508 | $554K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.3% | 8,448 | $550K |
| Lanark Financial, Inc. | 0.04% | Add +58.4% | 8,445 | $550K |
| McCarter Private Wealth Services LLC | 0.24% | No change | 8,431 | $549K |
| GM Advisory Group, LLC | 0.02% | Reduce -4.5% | 8,378 | $546K |
| AQR Capital Management | 0.00% | Add +5.2% | 8,481 | $539K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.7% | 8,232 | $536K |
| Bank of Nova Scotia | 0.00% | Reduce -66.9% | 8,215 | $535K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.6% | 8,216 | $535K |
| &partners | 0.00% | Reduce -27.1% | 8,153 | $531K |
| VestGen Advisors, LLC | 0.01% | New | 7,767 | $530K |
| Viewpoint Capital Management LLC | 0.24% | No change | 8,010 | $522K |
| Black Maple Capital Management LP | 0.40% | Reduce -23.8% | 8,000 | $521K |
| Millennium Capital Advisors, LLC | 0.32% | Add +0.1% | 7,881 | $513K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +75.7% | 7,864 | $512K |
| Marble Harbor Investment Counsel, LLC | 0.05% | New | 7,700 | $502K |
| Alexander Labrunerie & Co., Inc. | 0.18% | Add +0.0% | 7,485 | $488K |
| Sage Capital Management, LLC | 0.23% | Add +0.5% | 7,405 | $483K |
| Detalus Advisors, LLC | 0.11% | No change | 7,400 | $482K |
| Principal Securities, Inc. | 0.01% | Reduce -20.5% | 7,282 | $474K |
| Kingsview Wealth Management, LLC | 0.01% | Add +17.8% | 7,134 | $465K |
| Headinvest, LLC | 0.09% | Add +0.4% | 7,045 | $459K |
| Garden State Investment Advisory Services LLC | 0.11% | New | 6,999 | $456K |
| Samalin Investment Counsel, LLC | 0.16% | Add +0.5% | 6,966 | $454K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -21.5% | 6,873 | $448K |
| FMR LLC | 0.00% | Reduce -4.8% | 6,780 | $442K |
| Fifth Third Bancorp | 0.00% | Add +401.7% | 6,768 | $441K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 6,764 | $441K |
| Trilogy Capital Inc. | 0.02% | Reduce -94.1% | 6,664 | $434K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 6,659 | $434K |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.9% | 6,625 | $432K |
| MAI Capital Management | 0.00% | Add +6.9% | 6,498 | $423K |
| Intesa Sanpaolo S.p.A. | 0.03% | Reduce -45.8% | 6,500 | $421K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 6,411 | $418K |
| Fifth Third Securities, Inc. | 0.03% | Add +6.6% | 6,392 | $416K |
| M&T Bank Corp | 0.00% | No change | 6,391 | $416K |
| Cordoba Advisory Partners LLC | 0.11% | No change | 6,358 | $410K |
| Guerra Pan Advisors, LLC | 0.25% | No change | 6,219 | $405K |
| Princeton Global Asset Management LLC | 0.07% | New | 6,207 | $404K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -61.2% | 6,187 | $403K |
| Keating Financial Advisory Services, Inc. | 0.06% | Reduce -10.6% | 6,145 | $400K |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 6,060 | $395K |
| Global Endowment Management, LP | 0.04% | Reduce -25.0% | 6,000 | $391K |
| Private Capital Management, LLC | 0.04% | Add +9.0% | 5,995 | $391K |
| Vontobel Holding Ltd. | 0.00% | New | 5,942 | $387K |
| Sowell Financial Services LLC | 0.01% | Reduce -80.6% | 5,912 | $385K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.4% | 5,817 | $379K |
| Meridian Wealth Management, LLC | 0.01% | Add +1.8% | 5,744 | $374K |
| Midwest Trust Co | 0.00% | Reduce -5.7% | 5,713 | $372K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 5,635 | $367K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -68.5% | 5,620 | $366K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -6.8% | 5,536 | $361K |
| Formidable Asset Management, LLC | 0.06% | No change | 5,500 | $356K |
| Murphy & Mullick Capital Management Corp | 0.26% | Add +15.0% | 5,462 | $356K |
| J. Safra Sarasin Holding AG | 0.01% | New | 5,461 | $356K |
| Sanders Morris Harris LLC | 0.06% | New | 5,433 | $354K |
| Sovereign Investment Advisors, LLC | 0.07% | New | 5,424 | $353K |
| Wealth Forward, LLC | 0.20% | Reduce -0.3% | 5,419 | $353K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -1.2% | 5,380 | $350K |
| KCM Investment Advisors LLC | 0.01% | Add +39.5% | 5,345 | $348K |
| First Bancorp, Inc | 0.17% | Reduce -1.9% | 5,320 | $347K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -2.2% | 5,309 | $346K |
| Evansbrook LLC | 0.23% | Add +3.9% | 5,290 | $345K |
| Keystone Financial Group | 0.02% | Add +2.5% | 5,092 | $343K |
| Tranquilli Financial Advisor LLC | 0.20% | Add +0.9% | 5,162 | $336K |
| Composition Wealth, LLC | 0.00% | Add +4.8% | 5,148 | $335K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | New | 5,112 | $333K |
| Trexquant Investment LP | 0.00% | Reduce -24.0% | 5,072 | $330K |
| Northland Securities, Inc. | 0.31% | Reduce -9.4% | 5,038 | $328K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.9% | 5,029 | $328K |
| Eurizon Asset Management Hungary Ltd. | 0.35% | New | 5,000 | $326K |
| BigSur Wealth Management LLC | 0.09% | New | 5,000 | $326K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $326K |
| Atria Investments, Inc | 0.00% | New | 4,988 | $325K |
| FNY Investment Advisers, LLC | 0.14% | New | 4,849 | $315K |
| Cascade Financial Partners, LLC | 0.03% | No change | 4,813 | $314K |
| Smith, Moore & Co. | 0.02% | Add +17.1% | 4,807 | $313K |
| Bravera Wealth | 0.14% | Add +5.2% | 4,797 | $313K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.3% | 4,774 | $311K |
| CI Investments Inc. | 0.00% | No change | 4,772 | $311K |
| HBW Advisory Services LLC | 0.03% | Add +0.8% | 4,733 | $308K |
| Advisory Advocates, LLC | 0.31% | Reduce -11.3% | 4,698 | $306K |
| Simmons Bank | 0.02% | No change | 4,694 | $306K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 4,688 | $305K |
| Financial Symmetry Inc | 0.11% | Reduce -12.9% | 4,331 | $303K |
| Waterloo Capital, L.P. | 0.02% | New | 4,633 | $302K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.6% | 4,625 | $301K |
| US Bancorp \de | 0.00% | Reduce -68.3% | 4,591 | $299K |
| TMB Capital Partners, LLC | 0.10% | Add +0.4% | 4,576 | $298K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 4,501 | $293K |
| Whittier Trust Co. | 0.00% | Reduce -0.3% | 4,359 | $290K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.6% | 4,382 | $289K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 4,428 | $288K |
| Primoris Wealth Advisors, LLC | 0.20% | Reduce -23.0% | 4,350 | $283K |
| PFG Advisors | 0.01% | Add +3.5% | 4,315 | $281K |
| John G Ullman & Associates Inc. | 0.04% | No change | 4,300 | $280K |
| Citizens Financial Group Inc. | 0.00% | Add +0.3% | 4,243 | $276K |
| Leigh Baldwin & Co., LLC | 0.18% | Add +2.4% | 4,240 | $276K |
| Blair William & Co. | 0.00% | Reduce -53.7% | 4,175 | $272K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.6% | 4,155 | $271K |
| Trust Co. of Toledo NA | 0.03% | No change | 4,106 | $268K |
| NorthRock Partners, LLC | 0.00% | No change | 4,100 | $267K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.1% | 4,032 | $263K |
| XML Financial, LLC | 0.02% | Reduce -0.6% | 4,010 | $261K |
| Nicolet Bankshares Inc. | 0.01% | New | 4,000 | $261K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,000 | $261K |
| Odyssey Capital Advisors, Inc. | 0.23% | New | 3,998 | $260K |
| Magnus Financial Group LLC | 0.02% | Add +4.5% | 3,997 | $260K |
| Cwm, LLC | 0.00% | Add +13.8% | 3,960 | $258K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.1% | 3,954 | $258K |
| Insigneo Advisory Services, LLC | 0.02% | Add +2.1% | 3,945 | $257K |
| Bright Futures Wealth Management, LLC. | 0.17% | Reduce -93.0% | 3,765 | $245K |
| Money Concepts Capital Corp. | 0.01% | New | 3,758 | $245K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,730 | $243K |
| Gradient Capital Advisors, LLC | 0.06% | Add +10.8% | 3,680 | $240K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -2.5% | 3,641 | $237K |
| Bluesphere Advisors LLC | 0.08% | No change | 3,640 | $237K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,603 | $235K |
| E&G Advisors, LLC | 0.05% | No change | 3,580 | $233K |
| Next Level Private LLC | 0.05% | Add +0.1% | 3,566 | $232K |
| Mgo One Seven LLC | 0.00% | Reduce -5.5% | 3,564 | $232K |
| Symmetry Partners, LLC | 0.01% | No change | 3,550 | $231K |
| Vectors Research Management, LLC | 0.07% | No change | 3,480 | $227K |
| Courier Capital LLC | 0.01% | No change | 3,480 | $227K |
| Equitable Trust Co. | 0.01% | New | 3,455 | $225K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 3,228 | $224K |
| KG Capital Management | 0.16% | Reduce -79.4% | 3,429 | $223K |
| Warner Group LLC | 0.15% | Reduce -8.1% | 3,425 | $223K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -6.9% | 3,417 | $223K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +134.2% | 3,365 | $219K |
| Harbour Investments, Inc. | 0.00% | Add +11.1% | 3,362 | $219K |
| Evolution Wealth Advisors, LLC | 0.02% | No change | 3,300 | $215K |
| Fairfield, Bush & Co. | 0.12% | New | 3,297 | $215K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.6% | 3,258 | $212K |
| Brighton Jones LLC | 0.00% | New | 3,230 | $210K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -2.8% | 3,225 | $210K |
| International Assets Investment Management, LLC | 0.01% | Reduce -7.4% | 3,170 | $209K |
| UMB Bank, n.a. | 0.00% | Add +298.4% | 3,187 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,179 | $207K |
| DV Trading LLC | 0.02% | Reduce -80.0% | 3,176 | $207K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.2% | 3,072 | $200K |
| Wellington-Altus USA Inc. | 0.11% | No change | 2,531 | $189K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 2,783 | $181K |
| Register Financial Advisors LLC | 0.07% | Add +0.1% | 2,701 | $176K |
| Independence Bank of Kentucky | 0.02% | Reduce -0.2% | 2,665 | $174K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 2,595 | $169K |
| Valley National Advisers Inc. | 0.02% | Add +4.1% | 2,551 | $166K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.7% | 2,361 | $154K |
| CENTRAL TRUST Co | 0.00% | Add +45.3% | 2,339 | $152K |
| HM Payson & Co. | 0.00% | No change | 2,300 | $150K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -0.9% | 2,220 | $145K |
| Crews Bank & Trust | 0.02% | Add +0.2% | 2,215 | $144K |
| Horrell Capital Management, Inc. | 0.06% | Reduce -0.2% | 2,119 | $138K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,894 | $123K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 1,849 | $120K |
| Key Financial Inc | 0.02% | No change | 1,815 | $118K |
| City State Bank | 0.03% | No change | 1,800 | $117K |
| Nemes Rush Group LLC | 0.01% | No change | 1,775 | $116K |
| Missouri Trust & Investment Co | 0.03% | Reduce -4.2% | 1,725 | $112K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,561 | $102K |
| Private Trust Co. NA | 0.01% | Add +72.5% | 1,544 | $101K |
| Glenmede Trust Co. NA | 0.00% | Add +17.3% | 1,525 | $99K |
| Advantage Trust Co | 0.04% | No change | 1,500 | $98K |
| West Paces Advisors Inc. | 0.02% | No change | 1,440 | $94K |
| Clearstead Advisors, LLC | 0.00% | Reduce -12.3% | 1,386 | $90K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.9% | 1,357 | $88K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,284 | $84K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -27.3% | 1,272 | $83K |
| Allworth Financial LP | 0.00% | Reduce -26.1% | 1,265 | $82K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,200 | $78K |
| Spire Wealth Management | 0.00% | Reduce -31.4% | 1,103 | $72K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Add +0.2% | 1,000 | $70K |
| Assetmark, Inc. | 0.00% | Reduce -6.3% | 992 | $65K |
| GAMMA Investing LLC | 0.00% | No change | 975 | $64K |
| NFSG Corp | 0.01% | No change | 960 | $63K |
| Parkside Financial Bank & Trust | 0.00% | Add +259.5% | 931 | $61K |
| Provident Wealth Management, LLC | 0.02% | No change | 900 | $59K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 820 | $53K |
| Oakworth Capital, Inc. | 0.00% | No change | 779 | $51K |
| Signaturefd, LLC | 0.00% | Add +28.6% | 769 | $50K |
| Ingalls & Snyder LLC | 0.00% | No change | 715 | $47K |
| Longview Financial Advisors LLC | 0.02% | No change | 700 | $46K |
| Bollard Group LLC | 0.00% | Add +0.5% | 637 | $42K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 641 | $42K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 625 | $41K |
| JCSD Capital, LLC | 0.06% | New | 600 | $39K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 600 | $39K |
| Capital Analysts, LLC | 0.00% | Reduce -35.9% | 606 | $39K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 567 | $38K |
| Salem Investment Counselors Inc. | 0.00% | New | 550 | $36K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.6% | 546 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -31.6% | 521 | $34K |
| Founders Financial Alliance, LLC | 0.01% | Add +150.0% | 500 | $33K |
| Eastern Bank | 0.00% | New | 500 | $33K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 435 | $28K |
| True Link Financial Advisors, LLC | 0.00% | New | 416 | $27K |
| Holos Integrated Wealth LLC | 0.01% | New | 400 | $27K |
| Franklin Resources Inc. | 0.00% | New | 400 | $26K |
| Activest Wealth Management | 0.00% | Add +0.6% | 364 | $24K |
| Arax Advisory Partners | 0.00% | Reduce -5.3% | 360 | $23K |
| SYM FINANCIAL Corp | 0.00% | New | 305 | $20K |
| Adirondack Trust Co. | 0.01% | Reduce -20.0% | 300 | $20K |
| Gill Capital Partners, LLC | 0.01% | New | 300 | $20K |
| Crewe Advisors LLC | 0.00% | New | 300 | $20K |
| United Community Bank | 0.01% | No change | 294 | $19K |
| John A. Wolfe & Associates, Inc. | 0.03% | New | 279 | $18K |
| Caitlin John, LLC | 0.01% | New | 270 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 257 | $17K |
| St Germain D J Co. Inc. | 0.00% | No change | 250 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 245 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 242 | $16K |
| Horizon Financial Services, LLC | 0.01% | New | 220 | $14K |
| HighMark Wealth Management LLC | 0.01% | Add +0.5% | 211 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -89.9% | 179 | $12K |
| Horizon Bancorp Inc. | 0.01% | No change | 176 | $11K |
| Destiny Wealth Partners, LLC | 0.00% | New | 166 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.6% | 164 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +757.9% | 163 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 161 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $10K |
| Bullock Wealth Management Group | 0.00% | No change | 143 | $9K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -100.0% | 134 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 130 | $8K |
| Napier Financial, LLC | 0.00% | New | 129 | $8K |
| Mather Group, Llc. | 0.00% | New | 127 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 125 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 125 | $8K |
| Russell Investments Group, Ltd. | 0.00% | No change | 117 | $8K |
| Chesapeake Asset Management LLC | 0.01% | New | 113 | $7K |
| Fairscale Capital, LLC | 0.01% | No change | 110 | $7K |
| LOM Asset Management Ltd | 0.00% | No change | 110 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 110 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 107 | $7K |
| Hickory Point Bank & Trust | 0.00% | Reduce -98.2% | 100 | $7K |
| Rogco, LP | 0.00% | No change | 100 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $7K |
| Root Financial Partners, LLC | 0.00% | No change | 100 | $7K |
| Signature Equity Partners, LLC | 0.00% | Reduce -12.8% | 95 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 90 | $6K |
| Orion Capital Management LLC | 0.00% | Add +1.3% | 78 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 72 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 71 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 70 | $5K |
| CDKV Holdings LLC | 0.00% | Reduce -14.7% | 64 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 60 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -59.4% | 54 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 51 | $3K |
| TopTier Wealth Management, LLC | 0.00% | New | 50 | $3K |
| PlanVest Financial, Inc | 0.00% | — | 40 | $3K |
| Ankerstar Wealth, LLC | 0.00% | No change | 38 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 35 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 34 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Grand Wealth Management, LLC | 0.00% | New | 22 | $1K |
| Boreal Capital Management LLC | 0.00% | No change | 19 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 19 | $1K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +6.3% | 17 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -25.0% | 15 | $988 |
| Johnson Financial Group, Inc. | 0.00% | No change | 15 | $978 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $652 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 9 | $586 |
| Morse Asset Management, Inc | 0.00% | New | 6 | $391 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $391 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $331 |
| Sage Mountain Advisors LLC | 0.00% | New | 3 | $195 |
"% 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.