Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-305- 4.34% |
$14.9K - $18.1K
|
6.72K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-305- 37.47% |
$14.9K - $18.1K
|
509
$29.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-306- 2.29% |
$14.9K - $18.2K
|
13.1K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-350- 4.31% |
$17.1K - $20.8K
|
7.77K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-390- 13.36% |
$19K - $23.2K
|
2.53K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-399- 34.37% |
$19.5K - $23.7K
|
762
$44.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-400- 6.6% |
$19.5K - $23.8K
|
5.66K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-411- 21.46% |
$20.1K - $24.4K
|
1.5K
$87.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-434- 4.54% |
$21.2K - $25.8K
|
9.13K
$531K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-442- 17.79% |
$21.6K - $26.3K
|
2.04K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-445- 6.73% |
$21.7K - $26.5K
|
6.16K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-455- 99.78% |
$22.2K - $27.1K
|
1
$58.1
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-457- 0.56% |
$22.3K - $27.2K
|
81.4K
$4.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-472- 9.06% |
$23K - $28.1K
|
4.74K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-482- 0.91% |
$23.5K - $28.7K
|
52.8K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-497- 2.52% |
$24.3K - $29.6K
|
19.2K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-500- 0.42% |
$24.4K - $29.7K
|
120K
$6.95M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 50.0% |
$24.4K - $29.7K
|
500
$29.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-550- 9.48% |
$26.8K - $32.7K
|
5.25K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-574- 3.34% |
$28K - $34.1K
|
16.6K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-583- 9.44% |
$28.5K - $34.7K
|
5.59K
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-608- 3.15% |
$29.7K - $36.2K
|
18.7K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-620- 10.14% |
$30.3K - $36.9K
|
5.49K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-621- 14.35% |
$30.3K - $36.9K
|
3.71K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-630- 9.38% |
$30.8K - $37.5K
|
6.09K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-644- 19.25% |
$31.4K - $38.3K
|
2.7K
$157K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-648- 34.07% |
$31.6K - $38.5K
|
1.25K
$72.9K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-650- 4.02% |
$31.7K - $38.7K
|
15.5K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-707- 21.92% |
$34.5K - $42.1K
|
2.52K
$146K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-740- 13.21% |
$36.1K - $44K
|
4.86K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-775- 2.48% |
$37.8K - $46.1K
|
30.5K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-782- 76.37% |
$38.2K - $46.5K
|
242
$14.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-800- 98.16% |
$39K - $47.6K
|
15
$872
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-828- 16.66% |
$40.4K - $49.2K
|
4.14K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-832- 4.11% |
$40.6K - $49.5K
|
19.4K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-875- 7.15% |
$42.7K - $52K
|
11.4K
$660K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-892- 0.89% |
$43.5K - $53.1K
|
99.8K
$5.8M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-902- 1.14% |
$44K - $53.7K
|
78.1K
$4.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-925- 19.03% |
$45.1K - $55K
|
3.94K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-925- 19.25% |
$45.1K - $55K
|
3.88K
$226K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-960- 13.9% |
$46.9K - $57.1K
|
5.95K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-966- 4.96% |
$47.2K - $57.5K
|
18.5K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-988- 45.11% |
$48.2K - $58.8K
|
1.2K
$69.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-999- 15.57% |
$48.8K - $59.4K
|
5.42K
$315K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.03K- 0.35% |
$50K - $61K
|
296K
$17.2M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.03K- 21.46% |
$50.2K - $61.2K
|
3.77K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 4.93% |
$52K - $63.3K
|
20.6K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.14K- 22.5% |
$55.4K - $67.5K
|
3.91K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.17K- 4.11% |
$57.3K - $69.8K
|
27.4K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.19K- 5.65% |
$58.2K - $70.9K
|
19.9K
$1.16M
|