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 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-800- 10.1% |
$43.7K - $55.1K
|
7.12K
$414K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-866- 4.73% |
$47.3K - $59.7K
|
17.4K
$1.01M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-919- 33.59% |
$50.2K - $63.3K
|
1.82K
$106K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-943- 14.89% |
$51.5K - $65K
|
5.39K
$314K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-981- 1.27% |
$53.6K - $67.6K
|
76.2K
$4.44M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 14.66% |
$54.6K - $68.9K
|
5.82K
$339K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 44.04% |
$56.1K - $70.8K
|
1.31K
$76K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 21.82% |
$61.8K - $78K
|
4.06K
$236K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.24K- 0.68% |
$67.4K - $85.1K
|
182K
$10.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.32K- 1.54% |
$72.1K - $90.9K
|
84.1K
$4.9M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.5K- 25.73% |
$81.9K - $103K
|
4.33K
$252K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.56K- 3.6% |
$85.4K - $108K
|
41.8K
$2.44M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 18.24% |
$88K - $111K
|
7.23K
$421K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.68K- 26.79% |
$91.9K - $116K
|
4.6K
$268K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.71K- 70.96% |
$93.5K - $118K
|
701
$40.8K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.93K- 47.82% |
$105K - $133K
|
2.11K
$123K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2K- 71.89% |
$109K - $138K
|
783
$45.6K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.01K- 1.66% |
$110K - $138K
|
119K
$6.94M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.1K- 9.96% |
$115K - $145K
|
19K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.15K- 33.78% |
$117K - $148K
|
4.22K
$245K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.24K- 9.28% |
$122K - $155K
|
21.9K
$1.28M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.28K- 0.59% |
$125K - $157K
|
387K
$22.5M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.31K- 6.34% |
$126K - $159K
|
34.1K
$1.99M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.31K- 40.67% |
$126K - $159K
|
3.37K
$196K
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.33K- 9.41% |
$127K - $160K
|
22.4K
$1.3M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.38K- 3.28% |
$130K - $164K
|
70K
$4.08M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.41K- 27.61% |
$131K - $166K
|
6.31K
$367K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.42K- 14.47% |
$132K - $167K
|
14.3K
$832K
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.68K- 13.97% |
$146K - $184K
|
16.5K
$959K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3K- 12.0% |
$164K - $207K
|
22K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.09K- 86.55% |
$169K - $213K
|
480
$27.9K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-3.53K- 17.18% |
$192K - $243K
|
17K
$989K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.53K- 77.9% |
$192K - $243K
|
1K
$58.2K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.72K- 9.37% |
$203K - $256K
|
36K
$2.09M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.09K- 26.76% |
$223K - $282K
|
11.2K
$652K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 56.78% |
$239K - $301K
|
3.33K
$194K
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.85K- 26.01% |
$265K - $334K
|
13.8K
$803K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.87K- 45.95% |
$266K - $335K
|
5.73K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.16K- 22.72% |
$281K - $355K
|
17.5K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-5.35K- 21.52% |
$292K - $369K
|
19.5K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.48K- 97.15% |
$299K - $378K
|
161
$9.37K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5.5K- 18.94% |
$300K - $379K
|
23.5K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.32K- 99.91% |
$345K - $435K
|
6
$349
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 10.01% |
$375K - $473K
|
61.7K
$3.59M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.34K- 1.63% |
$401K - $506K
|
443K
$25.8M
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-7.38K- 7.16% |
$403K - $509K
|
95.7K
$5.57M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.68K- 40.96% |
$419K - $529K
|
11.1K
$644K
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-8K- 20.0% |
$437K - $551K
|
32K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.11K- 50.58% |
$443K - $559K
|
7.92K
$461K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.49K- 4.07% |
$464K - $585K
|
200K
$11.7M
|