Wellington-altus Usa »

SPDR KBW Regional Banking shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of SPDR KBW Regional Banking (KRE) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in SPDR KBW Regional Banking

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Regional Banking held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Regional Banking by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $165k 2.5k 65.15
2026-03-31 $189k 2.5k 74.85
2025-12-31 $164k 2.5k 64.81

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Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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