Latest Institutional Transactions on Spdr S&P Regional Banking ETF (KRE)
This table provides information on the latest institutional transactions involving Spdr S&P Regional Banking ETF (KRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5KNew |
$142K - $172K
|
3.5K
$204K
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15.3K+ 101.76% |
$621K - $750K
|
30.3K
$1.77M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$1.33M - $1.61M
|
32.8K
$1.91M
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.61K- 25.02% |
$65.1K - $78.7K
|
4.81K
$280K
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
8.78KNew |
$357K - $431K
|
8.78K
$511K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-300- 86.71% |
$12.2K - $14.7K
|
46
$2.68K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
450New |
$18.3K - $22.1K
|
450
$26.2K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
176New |
$7.14K - $8.63K
|
176
$10.2K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.6KNew |
$227K - $275K
|
5.6K
$326K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.64KNew |
$66.4K - $80.2K
|
1.64K
$95.2K
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.55K- 34.07% |
$225K - $272K
|
10.7K
$625K
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3K- 85.71% |
$122K - $147K
|
500
$29.1K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 25.0% |
$812 - $981
|
60
$3.49K
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.05% |
$122 - $147
|
5.48K
$319K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.02K- 6.6% |
$81.8K - $98.9K
|
28.5K
$1.66M
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-300- 3.59% |
$12.2K - $14.7K
|
8.06K
$469K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.8KNew |
$73.1K - $88.3K
|
1.8K
$105K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
749+ 1.49% |
$30.4K - $36.7K
|
51.1K
$2.98M
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
76New |
$3.08K - $3.73K
|
76
$4.42K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-58- 0.67% |
$2.35K - $2.84K
|
8.55K
$498K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$244 - $294
|
6
$349
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-520- 4.63% |
$21.1K - $25.5K
|
10.7K
$624K
|
|
Q2 2023 | |||||||
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
1MNew |
$36.1M - $44.6M
|
1M
$58.2M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-281- 4.57% |
$10.1K - $12.5K
|
5.87K
$342K
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
354KNew |
$12.8M - $15.8M
|
354K
$20.6M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$18K - $22.3K
|
500
$29.1K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.02% |
$144 - $178
|
20.4K
$1.19M
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
143New |
$5.16K - $6.38K
|
143
$8.33K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.83K- 56.37% |
$355K - $438K
|
7.61K
$443K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2.3KNew |
$83K - $103K
|
2.3K
$134K
|
|
Dec 01, 2023
Q2 2023
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-1.13M- 98.47% |
$40.9M - $50.5M
|
17.6K
$1.02M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
518K+ 458.51% |
$18.7M - $23.1M
|
631K
$36.7M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-289- 64.65% |
$10.4K - $12.9K
|
158
$9.2K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.87K- 94.93% |
$67.5K - $83.5K
|
100
$5.82K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
58KNew |
$2.09M - $2.59M
|
58K
$3.38M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
130New |
$4.69K - $5.8K
|
130
$7.57K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$36.2K - $44.8K
|
1K
$58.5K
|
|
Aug 14, 2023
Q2 2023
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
- |
328KNew |
$11.8M - $14.6M
|
328K
$19.1M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
96.4K+ 143.25% |
$3.48M - $4.3M
|
164K
$9.53M
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.25K- 41.51% |
$189K - $234K
|
7.4K
$431K
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
15.4K+ 233.33% |
$556K - $687K
|
22K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
PUT |
-10K- 33.33% |
$361K - $446K
|
20K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-100K- 49.51% |
$3.62M - $4.47M
|
102K
$5.96M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 16.13% |
$180 - $223
|
26
$1.51K
|
|
Aug 14, 2023
Q2 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
5KNew |
$180K - $223K
|
5K
$291K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
200KNew |
$7.22M - $8.92M
|
200K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-45K- 50.0% |
$1.62M - $2.01M
|
45K
$2.62M
|
|
Aug 14, 2023
Q2 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
250KNew |
$9.02M - $11.1M
|
250K
$14.6M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$21.6K - $26.8K
|
600
$34.9K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
1.12MNew |
$40.4M - $50M
|
1.12M
$65.2M
|