Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.52KNew |
$217K - $268K
|
4.52K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.21KNew |
$202K - $249K
|
4.21K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$201K - $249K
|
4.2K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.03KNew |
$193K - $239K
|
4.03K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.01K+ 320.54% |
$192K - $238K
|
5.26K
$337K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.01KNew |
$192K - $237K
|
4.01K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$191K - $236K
|
3.98K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.95KNew |
$189K - $234K
|
3.95K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 22.97% |
$184K - $227K
|
20.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.81KNew |
$183K - $225K
|
3.81K
$244K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.77K+ 31.81% |
$180K - $223K
|
15.6K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.72KNew |
$178K - $220K
|
3.72K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.72KNew |
$178K - $220K
|
3.72K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.68KNew |
$177K - $218K
|
3.68K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
3.67KNew |
$176K - $217K
|
3.67K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.65KNew |
$175K - $216K
|
3.65K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.65KNew |
$175K - $216K
|
3.65K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$173K - $213K
|
3.6K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
3.59K+ 18.8% |
$172K - $213K
|
22.7K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.56KNew |
$170K - $211K
|
3.56K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.42KNew |
$164K - $202K
|
3.42K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.3K+ 6.77% |
$158K - $195K
|
52K
$3.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.27K+ 59.52% |
$157K - $194K
|
8.76K
$561K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.51K+ 8.15% |
$120K - $149K
|
33.3K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.32K+ 16.36% |
$111K - $137K
|
16.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.16K+ 0.58% |
$104K - $128K
|
371K
$23.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
2.11KNew |
$101K - $125K
|
2.11K
$135K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 46.71% |
$95.9K - $118K
|
6.28K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 18.82% |
$91.6K - $113K
|
12.1K
$772K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.85K+ 25.79% |
$88.7K - $110K
|
9.03K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.75K+ 10.55% |
$83.7K - $103K
|
18.3K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.73K+ 24.35% |
$83K - $103K
|
8.85K
$567K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.27K+ 5.18% |
$60.9K - $75.2K
|
25.8K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.21KNew |
$58K - $71.7K
|
1.21K
$77.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 14.13% |
$55.6K - $68.6K
|
9.36K
$600K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.13K+ 2.65% |
$53.9K - $66.6K
|
43.6K
$2.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.09K+ 106.37% |
$52K - $64.3K
|
2.11K
$135K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.03KNew |
$49.4K - $61.1K
|
1.03K
$66K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.02KNew |
$48.7K - $60.1K
|
1.02K
$65K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
969+ 12.22% |
$46.5K - $57.4K
|
8.9K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
962+ 244.16% |
$46.1K - $57K
|
1.36K
$86.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
942+ 1.16% |
$45.2K - $55.8K
|
82.5K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
878+ 5.85% |
$42.1K - $52K
|
15.9K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
812+ 14.71% |
$38.9K - $48.1K
|
6.33K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
810+ 10.67% |
$38.8K - $48K
|
8.4K
$538K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
802+ 6.32% |
$38.4K - $47.5K
|
13.5K
$865K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
721+ 20.32% |
$34.6K - $42.7K
|
4.27K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
710+ 26.04% |
$34K - $42.1K
|
3.44K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
700New |
$33.6K - $41.5K
|
700
$44.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
689+ 8.59% |
$33K - $40.8K
|
8.71K
$558K
|