Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (KRE)

522 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — KRE

Based on 525 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 94% of 3.0Y peak

94% of all-time peak
525 funds currently hold this stock — 94% of the 3.0-year high of 559 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

286 buying278 selling
Last quarter: 286 funds bought or added vs 278 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new KRE position: 70 → 97 → 89 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 21% new
323 out of 525 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

72 → 70 → 97 → 89 → 98 new funds/Q
New funds entering each quarter: 70 → 97 → 89 → 98. A growing number of institutions are discovering KRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 587 holders: 412 (70%) are 2+ year veterans, 52 entered 1–2 years ago, and 123 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
30 of 505 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in KRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — KRE

In 2026 Q1, 286 hedge funds were net buyers of KRE (98 opened a new position, 188 added to an existing one), while 278 reduced or exited (186 trimmed, 92 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 70% of total institutional value in KRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 525.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Spdr Series Trust (KRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KRE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
KRE
+10.1%
SPY
+15.1%

KRE outperformed SPY by -5.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
KRE
+7.1%
SPY
+1.3%

Since the filing became public, KRE outperformed SPY by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 4 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: KRE
522 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 522 519 0.58%
13F Shares 269M 178M 51.67%
Total Value $16.02B $11.64B 37.6%
New Positions 98 89 +9
Increased Positions 173 165 +8
Closed Positions 95 89 +6
Reduced Positions 166 167 -1
Total Calls 36 38 -5.26%
Total Puts 45 44 2.27%
PUT/CALL Ratio 1.25 1.16 Bearish

Statistics: KRE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

522 + investors

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

QUARTER:
Top 25 KRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayview Asset Management, LLC 9.15% 365,000 $23.8M
2 Rosenthal | Henry Capital Advisors, Inc. 8.39% 131,610 $8.6M
3 Ursa Fund Management, LLC 6.06% 100,000 $6.5M
4 Ursa Fund Management, LLC 6.06% 100,000 $6.5M
5 Michelson Medical Research Foundation, Inc. 4.20% 63,510 $4.1M
6 Crake Asset Management LLP 3.98% 1,750,000 $114.0M
7 Trust Point Inc. 3.04% 536,853 $35.0M
8 Highlander Partners, L.P. 2.55% 100,000 $6.5M
9 Rokos Capital Management LLP 2.51% 5,100,000 $332.2M
10 Credit Industriel Et Commercial 2.14% 421,100 $27.4M
11 AGAVE CAPITAL MANAGEMENT Ltd 1.96% 190,067 $12.2M
12 Carrera Capital Advisors 1.95% 194,623 $12.7M
13 Westview Management dba Westview Investment Advisors 1.89% 55,717 $3.6M
14 Rhino Investment Partners, Inc 1.65% 91,048 $5.9M
15 Jain Global LLC 1.36% 5,041,300 $328.4M
16 Altfest L J & Co Inc 1.28% 184,232 $12.0M
17 SAM Advisors, LLC 1.28% 62,863 $4.1M
18 Lumbard & Kellner, LLC 1.24% 54,714 $3.6M
19 Eldridge Investment Advisors, Inc. 1.15% 80,655 $5.3M
20 IAM Advisory, LLC 1.07% 73,035 $4.8M
21 Basswood Capital Management, L.L.C. 1.05% 341,500 $22.2M
22 Centiva Capital, LP 1.04% 2,167,400 $141.2M
23 Fiduciary Trust Co 0.99% 1,287,607 $83.9M
24 Parkside Investments, LLC 0.97% 122,611 $8.0M
25 Banco BTG Pactual S.A. 0.85% 150,000 $9.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 286 funds bought or added vs 278 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?

Elite ownership — 70% AUM from top-100 funds: 30 of 505 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in KRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KRE?

62% of holders stayed for 2+ years: 323 out of 525 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.

Is it too late to buy Spdr Series Trust (KRE) following the 2026 Q1 hedge fund 13F filings?

As of today, KRE has moved +7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), KRE has gained +10.1% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →