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 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-100- 2.74% |
$5.51K - $6.55K
|
3.55K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-100- 46.51% |
$5.51K - $6.55K
|
115
$6.54K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-120- 60.0% |
$6.61K - $7.86K
|
80
$4.55K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-125- 1.98% |
$6.89K - $8.19K
|
6.19K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-125- 2.12% |
$6.89K - $8.19K
|
5.78K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-130- 6.74% |
$7.16K - $8.52K
|
1.8K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-140- 60.61% |
$7.72K - $9.17K
|
91
$5.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-145- 37.76% |
$7.99K - $9.5K
|
239
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-146- 61.09% |
$8.05K - $9.56K
|
93
$5.29K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-150- 8.91% |
$8.27K - $9.83K
|
1.53K
$87.3K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-151- 2.74% |
$8.32K - $9.89K
|
5.36K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-157- 57.09% |
$8.65K - $10.3K
|
118
$6.71K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-158- 1.4% |
$8.71K - $10.3K
|
11.1K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-172- 1.07% |
$9.48K - $11.3K
|
16K
$908K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-190- 9.88% |
$10.5K - $12.4K
|
1.73K
$98.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-190- 6.11% |
$10.5K - $12.4K
|
2.92K
$166K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-193- 4.49% |
$10.6K - $12.6K
|
4.11K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-195- 4.83% |
$10.7K - $12.8K
|
3.85K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-197- 2.73% |
$10.9K - $12.9K
|
7.03K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 30.77% |
$11K - $13.1K
|
450
$25.6K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-206- 0.94% |
$11.4K - $13.5K
|
21.7K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-209- 3.07% |
$11.5K - $13.7K
|
6.6K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-210- 0.13% |
$11.6K - $13.8K
|
159K
$9.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-229- 1.17% |
$12.6K - $15K
|
19.3K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-265- 67.95% |
$14.6K - $17.4K
|
125
$7.11K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-270- 22.31% |
$14.9K - $17.7K
|
940
$53.5K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-272- 4.22% |
$15K - $17.8K
|
6.17K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 75.0% |
$16.5K - $19.7K
|
100
$5.69K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-348- 8.33% |
$19.2K - $22.8K
|
3.83K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-360- 6.04% |
$19.8K - $23.6K
|
5.6K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-389- 4.65% |
$21.4K - $25.5K
|
7.98K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-400- 4.54% |
$22K - $26.2K
|
8.41K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-409- 4.95% |
$22.5K - $26.8K
|
7.85K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-414- 22.78% |
$22.8K - $27.1K
|
1.4K
$79.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-418- 7.9% |
$23K - $27.4K
|
4.87K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-430- 2.19% |
$23.7K - $28.2K
|
19.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-446- 15.22% |
$24.6K - $29.2K
|
2.48K
$141K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 33.33% |
$27.6K - $32.8K
|
1K
$56.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-500- 9.55% |
$27.6K - $32.8K
|
4.73K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-506- 2.51% |
$27.9K - $33.1K
|
19.7K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-538- 11.06% |
$29.6K - $35.2K
|
4.33K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-587- 16.22% |
$32.3K - $38.4K
|
3.03K
$172K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-630- 2.08% |
$34.7K - $41.3K
|
29.7K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-682- 10.85% |
$37.6K - $44.7K
|
5.6K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-718- 16.41% |
$39.6K - $47K
|
3.66K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-719- 34.17% |
$39.6K - $47.1K
|
1.39K
$78.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-719- 16.97% |
$39.6K - $47.1K
|
3.52K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-721- 0.95% |
$39.7K - $47.2K
|
75.5K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-725- 5.59% |
$40K - $47.5K
|
12.2K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-752- 0.79% |
$41.4K - $49.3K
|
95K
$5.4M
|