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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
75New |
$4.13K - $4.91K
|
75
$4.27K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
70New |
$3.86K - $4.59K
|
70
$3.98K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 0.21% |
$3.47K - $4.13K
|
30.3K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
59+ 1.8% |
$3.25K - $3.86K
|
3.35K
$190K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 2.34% |
$2.76K - $3.28K
|
2.19K
$125K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35New |
$1.93K - $2.29K
|
35
$1.99K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 4.85% |
$1.87K - $2.23K
|
735
$41.8K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
26+ 0.65% |
$1.43K - $1.7K
|
4.05K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.63% |
$1.1K - $1.31K
|
3.18K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
16+ 0.24% |
$882 - $1.05K
|
6.72K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 9.32% |
$827 - $983
|
176
$10K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15+ 1.88% |
$827 - $983
|
815
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14+ 3.16% |
$772 - $917
|
457
$26K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.04% |
$496 - $590
|
21.6K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.54% |
$386 - $459
|
1.31K
$74.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$331 - $393
|
5.47K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.19% |
$331 - $393
|
3.11K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 6.41% |
$276 - $328
|
83
$4.72K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.19% |
$220 - $262
|
2.14K
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4+ 0.76% |
$220 - $262
|
533
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.65% |
$220 - $262
|
622
$35.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.18% |
$165 - $197
|
1.7K
$96.9K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.98% |
$110 - $131
|
206
$11.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.53% |
$110 - $131
|
381
$21.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.06% |
$110 - $131
|
3.56K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$110 - $131
|
616
$35K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.02% |
$55.1 - $65.5
|
6.38K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$55.1 - $65.5
|
8.93K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.7% |
$55.1 - $65.5
|
38
$2.16K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.4% |
$55.1 - $65.5
|
250
$14.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.8% |
$55.1 - $65.5
|
126
$7.17K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$55.1 - $65.5
|
597
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.05% |
$55.1 - $65.5
|
2.11K
$120K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.4% |
$55.1 - $65.5
|
252
$14.3K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 5.88% |
$55.1 - $65.5
|
16
$910
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1- 0.22% |
$55.1 - $65.5
|
456
$25.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-11- 0.02% |
$606 - $721
|
53.2K
$3.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11- 0.24% |
$606 - $721
|
4.59K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15- 62.5% |
$827 - $983
|
9
$512
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.28% |
$937 - $1.11K
|
6.11K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-20- 0.4% |
$1.1K - $1.31K
|
4.97K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-21- 0.26% |
$1.16K - $1.38K
|
8.01K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30Closed |
$1.65K - $1.97K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-35- 0.65% |
$1.93K - $2.29K
|
5.37K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 19.64% |
$3.03K - $3.6K
|
225
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-59- 50.0% |
$3.25K - $3.86K
|
59
$3.36K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-64- 30.05% |
$3.53K - $4.19K
|
149
$8.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 9.96% |
$4.96K - $5.9K
|
814
$46.3K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-100- 0.59% |
$5.51K - $6.55K
|
16.8K
$956K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-100- 27.78% |
$5.51K - $6.55K
|
260
$14.8K
|