Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.98K+ 99650.0% |
$330K - $392K
|
5.99K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.87KNew |
$323K - $384K
|
5.87K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.75KNew |
$317K - $377K
|
5.75K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
5.5KNew |
$303K - $360K
|
5.5K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.36K+ 55.39% |
$295K - $351K
|
15K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.35K+ 22.76% |
$295K - $351K
|
28.9K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.26K+ 14.83% |
$290K - $344K
|
40.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.12K+ 133.12% |
$282K - $335K
|
8.96K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.11KNew |
$281K - $335K
|
5.11K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.08KNew |
$280K - $332K
|
5.08K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
5KNew |
$276K - $328K
|
5K
$291K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.79KNew |
$264K - $314K
|
4.79K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.61KNew |
$254K - $302K
|
4.61K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.51K+ 2.82% |
$249K - $296K
|
164K
$9.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.37KNew |
$241K - $286K
|
4.37K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.37KNew |
$241K - $286K
|
4.37K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
4.24K+ 15.68% |
$233K - $277K
|
31.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.13KNew |
$228K - $271K
|
4.13K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
4.03K+ 3.54% |
$222K - $264K
|
118K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.91K+ 33.06% |
$216K - $256K
|
15.7K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.71KNew |
$205K - $243K
|
3.71K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 8.25% |
$203K - $241K
|
48.4K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.55KNew |
$196K - $233K
|
3.55K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.55KNew |
$196K - $233K
|
3.55K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.2K+ 20.25% |
$176K - $210K
|
19K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.94K+ 10.14% |
$162K - $192K
|
31.9K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.82K+ 0.37% |
$156K - $185K
|
756K
$43.9M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.5K+ 19.87% |
$138K - $164K
|
15.1K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.27K+ 1.27% |
$125K - $149K
|
181K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.24K+ 18.14% |
$123K - $147K
|
14.6K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.06K+ 69.15% |
$114K - $135K
|
5.04K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.03K+ 32.22% |
$112K - $133K
|
8.34K
$485K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2K+ 5.98% |
$110K - $131K
|
35.4K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.94K+ 0.5% |
$107K - $127K
|
389K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.87K+ 4162.22% |
$103K - $123K
|
1.92K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.8K+ 26.49% |
$98.9K - $118K
|
8.57K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.73K+ 4.12% |
$95.1K - $113K
|
43.6K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.66K+ 20.75% |
$91.5K - $109K
|
9.66K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.6K+ 43.34% |
$88.3K - $105K
|
5.3K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.59K+ 3695.35% |
$87.6K - $104K
|
1.63K
$94.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 444.99% |
$85.6K - $102K
|
1.9K
$111K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 0.73% |
$80.8K - $96.1K
|
202K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.47K+ 6.42% |
$80.8K - $96.1K
|
24.3K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 26.71% |
$80.2K - $95.4K
|
6.91K
$402K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.43K+ 17.99% |
$78.6K - $93.5K
|
9.36K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.37K+ 33.31% |
$75.7K - $90K
|
5.5K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 15.01% |
$70.3K - $83.6K
|
9.78K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 1.62% |
$69.1K - $82.1K
|
78.8K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.24K+ 16.12% |
$68.1K - $81K
|
8.9K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 22.58% |
$67.1K - $79.7K
|
6.61K
$384K
|