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Who Owns SPDR S&P Regional Banking ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR S&P Regional Banking ETF.

Who crossed 5% of KRE →
Managers holding
17
as of 2026-09-30
Reported value
$15.8M
summed across filings
Shares held
227.9K
Added vs trimmed
7 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Venture Visionary Partners LLCST STR SP REGBNK136.5K shadded$9.5M
Quintet Private Bank (Europe) S.A.ST STR SP REGBNK18.4K shheld$1.3M
Taylor & Morgan Wealth Management, LLCST STR SP REGBNK16.7K shadded$1.2M
Byrne Asset Management LLCCOM11.7K shadded$815.4K
Farther Finance Advisors, LLCETF10.9K shadded$758K
TOTH FINANCIAL ADVISORY CORPST STR SP REGBNK9.3K shtrimmed$646.7K
CoreCap Advisors, LLCETF5.2K shadded$361.2K
Financial Symmetry IncCOM4.4K shadded$304.2K
Insight Wealth Strategies, LLCST STR SP REGBNK3.9K shtrimmed$271.3K
ELEVATION WEALTH PARTNERS, LLCST STR SP REGBNK3.2K shheld$223.9K
Horrell Capital Management, Inc.ETF2.1K shheld$147.1K
VALLEY WEALTH MANAGERS, INC.ETF1.9K shtrimmed$129.2K
GAMMA Investing LLCETF1.4K shadded$96.9K
ARMSTRONG ADVISORY GROUP, INCST STR SP REGBNK1.3K shheld$89.3K
Rosenberg Matthew HamiltonETF820 shheld$56.9K
Bullock Wealth Management GroupETF143 shheld$10K
Central Pacific Bank - Trust DivisionST STR SP REGBNK9 shheld$625

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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