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SPDR KBW Regional Banking shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 28k 63.30
2025-06-30 $1.7M 28k 59.39
2025-03-31 $1.8M 33k 56.85
2024-12-31 $2.1M 34k 60.35
2024-09-30 $2.1M 36k 56.60
2024-06-30 $3.2M 65k 49.10
2024-03-31 $3.6M 72k 50.28
2023-12-31 $3.4M 64k 52.43
2023-09-30 $3.9M 94k 41.77
2023-06-30 $6.1M 148k 40.83
2023-03-31 $17M 381k 43.86
2022-12-31 $25M 429k 58.74
2022-09-30 $30M 515k 58.88
2022-06-30 $25M 437k 58.09
2022-03-31 $42M 613k 68.90
2021-12-31 $96M 1.4M 70.85
2021-09-30 $491k 7.2k 67.76
2021-06-30 $466k 7.1k 65.51
2021-03-31 $470k 7.1k 66.33
2020-12-31 $334k 6.4k 51.98
2020-09-30 $205k 5.7k 35.87
2020-06-30 $256k 7.0k 36.83
2020-03-31 $235k 7.7k 30.43
2019-12-31 $457k 7.8k 58.45
2019-09-30 $506k 9.6k 52.77
2019-06-30 $524k 9.8k 53.39
2019-03-31 $335k 6.5k 51.35
2018-12-31 $314k 6.7k 46.77
2018-09-30 $440k 7.4k 59.47
2018-06-30 $451k 7.4k 60.95
2018-03-31 $358k 6.0k 59.23
2017-12-31 $349k 5.9k 58.83
2017-09-30 $209k 3.7k 56.72
2016-03-31 $6.0k 150 40.00
2015-12-31 $6.0k 150 40.00

More positions owned by Captrust Financial Advisors

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding SPDR KBW Regional Banking

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

View all funds holding SPDR KBW Regional Banking