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SPDR KBW Regional Banking shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors investment in SPDR KBW Regional Banking

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Regional Banking held by Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Regional Banking by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 3.3k 63.30

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Ishares Core S&p 500 Etf Etf (IVV)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
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Microsoft Corp Stock (MSFT)
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Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

Top funds holding SPDR KBW Regional Banking

Susquehanna International
Jane Street
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Balyasny Asset Management
Barclays
Wells Fargo & Company
Tudor Investment Corporation
Two Sigma Investments
Millennium Management
Rokos Capital Management
Compass Rose Asset Management

View all funds holding SPDR KBW Regional Banking