Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (KRE)

549 + Investors. Track Smart Money conviction in KRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — KRE

Based on 486 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
486 funds currently hold this stock — 92% of the 3.0-year high of 529 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
43 fewer hedge funds hold KRE compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

265 buying257 selling
Last quarter: 265 funds bought or added vs 257 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 65 → 90 → 84. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 14% new
314 out of 486 hedge funds have held KRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

140 → 68 → 65 → 90 → 84 new funds/Q
New funds entering each quarter: 68 → 65 → 90 → 84. A growing number of institutions are discovering KRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 6% 1-2yr ■ 20% new
Of 549 current holders: 407 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
19 of 486 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: KRE

How many hedge funds hold KRE — quarterly history vs. share price
Quarterly hedge fund ownership of KRE vs. share price

Market Analysis: KRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KRE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 7 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: KRE
2026 Q1 Stats Unlock in 17 days 549 + Investors

Track Smart Money conviction in KRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 549 556 -1.26%
13F Shares 177M 222M -20.17%
Total Value $11.60B $14.31B -18.96%
New Positions 87 101 -14
Increased Positions 256 273 -17
Closed Positions 87 69 +18
Reduced Positions 263 237 +26
Total Calls 38 49 -22.45%
Total Puts 43 48 -10.42%
PUT/CALL Ratio 1.13 0.98 Neutral

Statistics: KRE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

549 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KRE. Verified SEC 13F-HR filings.

Top 25 institutional holders of KRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 8.39% 131,610 $8.6M
2 Trust Point Inc. 3.04% 536,853 $35.0M
3 Highlander Partners, L.P. 2.55% 100,000 $6.5M
4 CREDIT INDUSTRIEL ET COMMERCIAL 2.14% 421,100 $27.4M
5 ALTFEST L J & CO INC 1.28% 184,232 $12.0M
6 SAM Advisors, LLC 1.28% 62,863 $4.1M
7 IAM Advisory, LLC 1.07% 73,035 $4.8M
8 Parkside Investments, LLC 0.97% 122,611 $8.0M
9 SWEENEY & MICHEL, LLC 0.78% 38,447 $2.7M
10 PATTEN & PATTEN INC/TN 0.78% 198,009 $12.9M
11 FARMERS TRUST CO 0.74% 72,025 $4.7M
12 VISIONARY HORIZONS, LLC 0.65% 20,277 $1.3M
13 VALICENTI ADVISORY SERVICES INC 0.65% 45,595 $3K
14 Taylor & Morgan Wealth Management, LLC 0.62% 16,773 $1.1M
15 Appalachian Capital Management Ltd 0.62% 11,903 $775K
16 COMMUNITY TRUST & INVESTMENT CO 0.62% 175,152 $11.4M
17 Berkshire Money Management, Inc. 0.56% 84,141 $5.5M
18 CAPITAL INSIGHT PARTNERS, LLC 0.49% 35,590 $2.3M
19 Cane Capital Partners, LLC 0.46% 16,305 $1.1M
20 Game Plan Financial Advisors, LLC 0.46% 15,618 $1.0M
21 Byrne Asset Management LLC 0.45% 11,799 $769K
22 BRIAN LOW FINANCIAL GROUP, LLC 0.44% 10,020 $653K
23 CREDIT INDUSTRIEL ET COMMERCIAL 0.42% 82,248 $5.4M
24 Sanchez Gaunt Capital Management, LLC 0.41% 10,129 $660K
25 NTV ASSET MANAGEMENT LLC 0.33% 46,043 $3.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SPDR SERIES TRUST (KRE)

What does the Smart Money Trend signal show for KRE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KRE?

Slight buying edge — 51% buying: Last quarter: 265 funds bought or added vs 257 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KRE holders?

Strong quality — 29% AUM from major funds: 19 of 486 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held KRE?

65% of holders stayed for 2+ years: 314 out of 486 hedge funds have held KRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.