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SPDR KBW Regional Banking shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in SPDR KBW Regional Banking

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Regional Banking held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Regional Banking by Caldwell Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 14k 74.78

More positions owned by Caldwell Investment Management

CBOE Holdings (CBOE)
Miami Intl Hldgs (MIAX)
Bank of America Corporation (BAC)
Kkr & Co (KKR)
Intercontinental Exchange (ICE)
Enerflex (EFXT)
Manulife Finl Corp (MFC)
Electrovaya Com New (ELVA)
Amazon (AMZN)
Cenovus Energy (CVE)
Ats (ATS)
Visa Com Cl A (V)
Applied Materials (AMAT)
Vertiv Holdings Com Cl A (VRT)
JPMorgan Chase & Co. (JPM)

View all positions for Caldwell Investment Management

Top funds holding SPDR KBW Regional Banking

Susquehanna International
Wellington Management Company
Citigroup
Bank Of Montreal
Morgan Stanley
Goldman Sachs Group
Jane Street
Healthcare Of Ontario Pension Plan Trust Fund
Citadel Advisors
Tudor Investment Corporation
UBS Group
Brevan Howard Capital Management
Capstone Investment Advisors
Balyasny Asset Management
Millennium Management

View all funds holding SPDR KBW Regional Banking