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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.16K- 20.53% |
$195K - $220K
|
16.1K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.18K- 8.01% |
$196K - $221K
|
47.9K
$3.05M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.23KClosed |
$198K - $224K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.39K- 28.1% |
$206K - $233K
|
11.2K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.81K- 53.02% |
$225K - $255K
|
4.26K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.83K- 29.24% |
$226K - $256K
|
11.7K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-4.95K- 16.76% |
$232K - $262K
|
24.6K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-5K- 22.83% |
$234K - $265K
|
16.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.05K- 59.62% |
$236K - $268K
|
3.42K
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.07K- 93.58% |
$237K - $269K
|
348
$22.1K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.08K- 16.41% |
$238K - $269K
|
25.9K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.13K- 45.9% |
$240K - $272K
|
6.05K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.46K- 63.83% |
$256K - $289K
|
3.09K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5.5K- 19.37% |
$258K - $292K
|
22.9K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.7K- 52.85% |
$267K - $302K
|
5.09K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.89K- 28.59% |
$276K - $312K
|
14.7K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.78K- 14.97% |
$317K - $359K
|
38.5K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-7.46K- 29.34% |
$349K - $395K
|
18K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.54K- 42.9% |
$353K - $399K
|
10K
$638K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.57K- 12.9% |
$355K - $401K
|
51.1K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7.69K- 83.21% |
$360K - $407K
|
1.55K
$98.7K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-7.9K- 96.21% |
$370K - $419K
|
311
$19.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.99K- 61.61% |
$374K - $424K
|
4.98K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.11K- 47.7% |
$380K - $430K
|
8.89K
$566K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.27K- 26.01% |
$387K - $438K
|
23.5K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9.11K- 87.56% |
$427K - $483K
|
1.29K
$82.3K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.64K- 39.26% |
$452K - $511K
|
14.9K
$949K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.6K- 4.01% |
$497K - $563K
|
254K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-11.9K- 9.65% |
$556K - $630K
|
111K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12K- 72.97% |
$563K - $637K
|
4.45K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
SELL
|
- |
-13.1K- 23.33% |
$612K - $693K
|
43K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.6K- 75.96% |
$638K - $722K
|
4.31K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13.9K- 81.69% |
$651K - $736K
|
3.12K
$198K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-14K- 25.77% |
$654K - $740K
|
40.2K
$2.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-15.3K- 27.08% |
$715K - $809K
|
41.1K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.4K- 27.45% |
$721K - $816K
|
40.7K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16.6K- 15.6% |
$779K - $882K
|
90K
$5.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.6K- 53.91% |
$822K - $930K
|
15K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-21.4K- 58.88% |
$1M - $1.13M
|
14.9K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.5K- 16.56% |
$1.01M - $1.14M
|
108K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26.5K- 37.77% |
$1.24M - $1.4M
|
43.7K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-26.7K- 43.68% |
$1.25M - $1.42M
|
34.4K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.7K- 13.63% |
$1.39M - $1.58M
|
188K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-30K- 85.73% |
$1.41M - $1.59M
|
5K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30.9K- 62.42% |
$1.45M - $1.64M
|
18.6K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-31.8K- 12.96% |
$1.49M - $1.69M
|
214K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.9K- 72.16% |
$1.49M - $1.69M
|
12.3K
$783K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-32.7KClosed |
$1.53M - $1.73M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33K- 61.34% |
$1.54M - $1.75M
|
20.8K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-34.1K- 37.03% |
$1.59M - $1.8M
|
57.9K
$3.68M
|