Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-3- 0.06% |
$140 - $159
|
4.73K
$301K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.75% |
$140 - $159
|
399
$25.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 1.32% |
$140 - $159
|
224
$14.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 0.23% |
$421 - $477
|
3.98K
$253K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-15- 0.11% |
$702 - $795
|
13.7K
$869K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-18- 0.04% |
$843 - $954
|
45.2K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 11.07% |
$1.26K - $1.43K
|
217
$13.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-37- 9.51% |
$1.73K - $1.96K
|
352
$22.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-37- 1.0% |
$1.73K - $1.96K
|
3.65K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-39- 0.67% |
$1.83K - $2.07K
|
5.8K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-39- 0.69% |
$1.83K - $2.07K
|
5.63K
$358K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.59% |
$2.2K - $2.49K
|
7.88K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-54- 0.42% |
$2.53K - $2.86K
|
12.8K
$814K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-56- 1.31% |
$2.62K - $2.97K
|
4.21K
$268K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-64- 0.71% |
$3K - $3.39K
|
8.96K
$570K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-86- 4.33% |
$4.03K - $4.56K
|
1.9K
$121K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-94- 1.42% |
$4.4K - $4.98K
|
6.55K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-102- 1.14% |
$4.78K - $5.41K
|
8.82K
$561K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-114- 1.05% |
$5.34K - $6.04K
|
10.8K
$685K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.1% |
$6.7K - $7.58K
|
6.65K
$423K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-159- 5.55% |
$7.45K - $8.43K
|
2.71K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-170- 99.42% |
$7.96K - $9.01K
|
1
$63.6
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-173- 1.54% |
$8.1K - $9.17K
|
11.1K
$703K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-181- 70.16% |
$8.48K - $9.59K
|
77
$4.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-182- 3.7% |
$8.52K - $9.65K
|
4.74K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-196- 2.86% |
$9.18K - $10.4K
|
6.65K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 5.97% |
$9.37K - $10.6K
|
3.15K
$200K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-202- 44.69% |
$9.46K - $10.7K
|
250
$15.9K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-203- 0.41% |
$9.51K - $10.8K
|
49.6K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-216- 0.75% |
$10.1K - $11.4K
|
28.5K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-225- 1.68% |
$10.5K - $11.9K
|
13.2K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-228- 2.63% |
$10.7K - $12.1K
|
8.43K
$536K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-250- 0.92% |
$11.7K - $13.3K
|
26.8K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-275- 6.47% |
$12.9K - $14.6K
|
3.98K
$253K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-283- 4.16% |
$13.3K - $15K
|
6.52K
$415K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-309- 7.1% |
$14.5K - $16.4K
|
4.04K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-378- 48.65% |
$17.7K - $20K
|
399
$25.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-396- 5.13% |
$18.5K - $21K
|
7.32K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-400- 45.82% |
$18.7K - $21.2K
|
473
$30.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 26.67% |
$18.7K - $21.2K
|
1.1K
$70K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-406- 3.85% |
$19K - $21.5K
|
10.1K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-414- 69.7% |
$19.4K - $21.9K
|
180
$11.4K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-420- 0.27% |
$19.7K - $22.3K
|
154K
$9.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-425- 6.2% |
$19.9K - $22.5K
|
6.44K
$409K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-434- 2.33% |
$20.3K - $23K
|
18.2K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-450- 34.35% |
$21.1K - $23.9K
|
860
$54.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-505- 10.22% |
$23.6K - $26.8K
|
4.44K
$282K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-526- 5.27% |
$24.6K - $27.9K
|
9.46K
$602K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-543- 0.55% |
$25.4K - $28.8K
|
98.8K
$6.29M
|