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SPDR KBW Regional Banking shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring 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 Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 2.7k 74.85

More positions owned by Wellspring Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Care Etf (XLV)
Ishares Tr Us Infrastruc (IFRA)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

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