Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
128+ 1.58% |
$5.86K - $6.55K
|
8.2K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
110New |
$5.03K - $5.63K
|
110
$7K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
102+ 2.05% |
$4.67K - $5.22K
|
5.09K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
99+ 1.09% |
$4.53K - $5.07K
|
9.16K
$583K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
97New |
$4.44K - $4.97K
|
97
$6.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79New |
$3.61K - $4.04K
|
79
$5.03K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 0.23% |
$3.43K - $3.84K
|
32.1K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 13.66% |
$2.7K - $3.02K
|
491
$31.2K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
52New |
$2.38K - $2.66K
|
52
$3.31K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
39+ 0.72% |
$1.78K - $2K
|
5.49K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37+ 0.69% |
$1.69K - $1.89K
|
5.42K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$1.51K - $1.69K
|
33
$2.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30New |
$1.37K - $1.54K
|
30
$1.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.84% |
$1.19K - $1.33K
|
3.12K
$198K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
23+ 0.8% |
$1.05K - $1.18K
|
2.89K
$184K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
15+ 0.79% |
$686 - $768
|
1.92K
$122K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.1% |
$549 - $614
|
12.1K
$768K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 5.07% |
$503 - $563
|
228
$14.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8New |
$366 - $410
|
8
$509
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$275 - $307
|
5.45K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.83% |
$229 - $256
|
609
$38.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.49% |
$137 - $154
|
610
$38.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.01% |
$137 - $154
|
29.9K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$91.5 - $102
|
4.13K
$263K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.17% |
$91.5 - $102
|
1.17K
$74.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.82% |
$91.5 - $102
|
247
$15.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.12% |
$45.8 - $51.2
|
861
$54.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$45.8 - $51.2
|
353
$22.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$45.8 - $51.2
|
4.29K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.29% |
$45.8 - $51.2
|
349
$22.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$45.8 - $51.2
|
595
$37.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$45.8 - $51.2
|
6.52K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$91.5 - $102
|
16.6K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 2.23% |
$229 - $256
|
219
$13.9K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 1.25% |
$229 - $256
|
394
$25.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-21- 0.37% |
$961 - $1.07K
|
5.68K
$362K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-44- 0.06% |
$2.01K - $2.25K
|
78.7K
$5.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-45- 0.3% |
$2.06K - $2.3K
|
14.8K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-66- 0.9% |
$3.02K - $3.38K
|
7.3K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-76- 0.31% |
$3.48K - $3.89K
|
24.5K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 2.28% |
$3.57K - $3.99K
|
3.34K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-79- 0.84% |
$3.61K - $4.04K
|
9.38K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 3.33% |
$4.12K - $4.61K
|
2.62K
$166K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-94- 1.3% |
$4.3K - $4.81K
|
7.11K
$452K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-97- 1.46% |
$4.44K - $4.97K
|
6.55K
$417K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 1.04% |
$4.53K - $5.07K
|
9.38K
$597K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 9.09% |
$4.58K - $5.12K
|
1K
$63.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-100- 0.78% |
$4.58K - $5.12K
|
12.7K
$808K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 8.93% |
$4.58K - $5.12K
|
1.02K
$64.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 6.27% |
$4.58K - $5.12K
|
1.5K
$95.1K
|