Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.81M+ 11843.79% |
$98.9M - $125M
|
1.83M
$117M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
246KNew |
$13.5M - $17M
|
246K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
121KNew |
$6.58M - $8.31M
|
121K
$7.74M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
108KNew |
$5.87M - $7.41M
|
108K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
88.8KNew |
$4.85M - $6.12M
|
88.8K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
71.6K+ 6052.32% |
$3.91M - $4.93M
|
72.8K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
68.7KNew |
$3.75M - $4.73M
|
68.7K
$4.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.6K+ 32.98% |
$3.75M - $4.73M
|
277K
$17.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
61.1K+ 57.89% |
$3.34M - $4.21M
|
167K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.2K+ 71.0% |
$1.76M - $2.22M
|
77.6K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.9KNew |
$1.63M - $2.06M
|
29.9K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
29.6KNew |
$1.62M - $2.04M
|
29.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
27KNew |
$1.48M - $1.86M
|
27K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
25.7KNew |
$1.4M - $1.77M
|
25.7K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.4KNew |
$1.28M - $1.62M
|
23.4K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
21KNew |
$1.15M - $1.45M
|
21K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 92.78% |
$1M - $1.27M
|
38.2K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16KNew |
$874K - $1.1M
|
16K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.3KNew |
$780K - $984K
|
14.3K
$916K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.5KNew |
$735K - $927K
|
13.5K
$863K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 21.39% |
$679K - $857K
|
70.6K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.6KNew |
$580K - $731K
|
10.6K
$681K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.67KNew |
$528K - $666K
|
9.67K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.62K+ 243.81% |
$525K - $663K
|
13.6K
$871K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.94KNew |
$488K - $616K
|
8.94K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.01KNew |
$437K - $552K
|
8.01K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$437K - $551K
|
8K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.84KNew |
$373K - $471K
|
6.84K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.78KNew |
$370K - $467K
|
6.78K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.3KNew |
$344K - $434K
|
6.3K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.22KNew |
$340K - $428K
|
6.22K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6.13KNew |
$335K - $422K
|
6.13K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.86KNew |
$320K - $404K
|
5.86K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$285K - $359K
|
5.21K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.43KNew |
$242K - $305K
|
4.43K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.24KNew |
$231K - $292K
|
4.24K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.95KNew |
$216K - $272K
|
3.95K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.87KNew |
$211K - $267K
|
3.87K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.77K+ 4.42% |
$206K - $260K
|
89K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.76K+ 2.04% |
$205K - $259K
|
188K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.41KNew |
$186K - $235K
|
3.41K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3.37KNew |
$184K - $232K
|
3.37K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.3K+ 156.77% |
$180K - $227K
|
5.41K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.11KNew |
$170K - $214K
|
3.11K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.02K+ 10.98% |
$165K - $208K
|
30.5K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 22.78% |
$150K - $189K
|
14.8K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.43K+ 56.91% |
$133K - $167K
|
6.7K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.25K+ 25.45% |
$123K - $155K
|
11.1K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.1KNew |
$115K - $145K
|
2.1K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.72K+ 135.92% |
$93.8K - $118K
|
2.98K
$191K
|