Purchases and Sales Made in Q1 2024 in Spdr S&P Regional Banking ETF (KRE)
This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P REGIONAL BANKING ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$272K - $307K
|
5.8K
$378K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.4K+ 3.21% |
$253K - $286K
|
173K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.31KNew |
$249K - $281K
|
5.31K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.29KNew |
$248K - $280K
|
5.29K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.21KNew |
$244K - $276K
|
5.21K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.15K+ 22373.91% |
$241K - $273K
|
5.17K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$234K - $265K
|
5K
$326K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
4.99KNew |
$233K - $264K
|
4.99K
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.86KNew |
$228K - $258K
|
4.86K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.69KNew |
$220K - $249K
|
4.69K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.61KNew |
$216K - $244K
|
4.61K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.59KNew |
$215K - $243K
|
4.59K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.47KNew |
$209K - $237K
|
4.47K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.41KNew |
$206K - $234K
|
4.41K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.26KNew |
$200K - $226K
|
4.26K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.99KNew |
$187K - $211K
|
3.99K
$260K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.59K+ 0.92% |
$168K - $190K
|
394K
$25.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.43K+ 12.94% |
$160K - $182K
|
29.9K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.25KNew |
$152K - $172K
|
3.25K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
3.07K+ 1.74% |
$144K - $163K
|
180K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.06KNew |
$143K - $162K
|
3.06K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$131K - $148K
|
2.8K
$183K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.8K+ 9.91% |
$131K - $148K
|
31.1K
$2.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
2.73K+ 6.79% |
$128K - $145K
|
42.9K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.51K+ 46.79% |
$118K - $133K
|
7.87K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
2.4K+ 47.06% |
$112K - $127K
|
7.5K
$489K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.39K+ 8.53% |
$112K - $127K
|
30.5K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.23K+ 2.93% |
$105K - $118K
|
78.5K
$5.11M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.23K+ 8.39% |
$104K - $118K
|
28.8K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.02K+ 41.88% |
$94.6K - $107K
|
6.84K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2K+ 4.44% |
$93.7K - $106K
|
47K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.91K+ 0.76% |
$89.3K - $101K
|
252K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.61KNew |
$75.3K - $85.2K
|
1.61K
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.27% |
$69.4K - $78.6K
|
66.9K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.3KNew |
$60.9K - $68.9K
|
1.3K
$84.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.26K+ 5.6% |
$59.1K - $66.9K
|
23.8K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.25KNew |
$58.5K - $66.3K
|
1.25K
$81.5K
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.14K+ 0.1% |
$53.5K - $60.5K
|
1.11M
$72.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 11.95% |
$48.1K - $54.5K
|
9.63K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
998New |
$46.7K - $52.9K
|
998
$65K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
979+ 0.97% |
$45.8K - $51.9K
|
102K
$6.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
950+ 4.7% |
$44.5K - $50.4K
|
21.1K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
934+ 14.89% |
$43.7K - $49.5K
|
7.21K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
934+ 0.86% |
$43.7K - $49.5K
|
109K
$7.11M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
900+ 8.4% |
$42.1K - $47.7K
|
11.6K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
875New |
$41K - $46.4K
|
875
$57K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
850+ 85.0% |
$39.8K - $45.1K
|
1.85K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
831+ 1.19% |
$38.9K - $44K
|
70.6K
$4.6M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
806+ 16.18% |
$37.7K - $42.7K
|
5.79K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
715New |
$33.5K - $37.9K
|
715
$46.6K
|