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 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.81M+ 11843.79% |
$98.9M - $125M
|
1.83M
$117M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
246KNew |
$13.5M - $17M
|
246K
$15.8M
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
159KNew |
$8.68M - $11M
|
159K
$10.2M
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
147K+ 82.5% |
$8.01M - $10.1M
|
325K
$20.8M
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
121KNew |
$6.58M - $8.31M
|
121K
$7.72M
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
108KNew |
$5.87M - $7.41M
|
108K
$6.89M
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
101KNew |
$5.52M - $6.96M
|
101K
$6.47M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
88.8KNew |
$4.85M - $6.12M
|
88.8K
$5.69M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
83.7KNew |
$4.57M - $5.76M
|
83.7K
$5.36M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
71.6K+ 6052.32% |
$3.91M - $4.93M
|
72.8K
$4.66M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
69.3KNew |
$3.78M - $4.77M
|
69.3K
$4.44M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
68.7KNew |
$3.75M - $4.73M
|
68.7K
$4.4M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
68.6K+ 32.98% |
$3.75M - $4.73M
|
277K
$17.7M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
61.1K+ 57.89% |
$3.34M - $4.21M
|
167K
$10.7M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.2K+ 71.0% |
$1.76M - $2.22M
|
77.6K
$4.97M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29.9KNew |
$1.63M - $2.06M
|
29.9K
$1.91M
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
29.6KNew |
$1.62M - $2.04M
|
29.6K
$1.9M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
27KNew |
$1.48M - $1.86M
|
27K
$1.73M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
25.7KNew |
$1.4M - $1.77M
|
25.7K
$1.65M
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
24.2K+ 95.84% |
$1.32M - $1.67M
|
49.4K
$3.17M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.4KNew |
$1.28M - $1.62M
|
23.4K
$1.5M
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
BUY
|
- |
21.1KNew |
$1.15M - $1.45M
|
21.1K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
21KNew |
$1.15M - $1.45M
|
21K
$1.35M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.7K+ 580.44% |
$1.13M - $1.43M
|
24.3K
$1.56M
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 92.78% |
$1M - $1.27M
|
38.2K
$2.45M
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16KNew |
$874K - $1.1M
|
16K
$1.02M
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16K+ 6.38% |
$873K - $1.1M
|
267K
$17.1M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.3KNew |
$780K - $984K
|
14.3K
$915K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.5KNew |
$735K - $927K
|
13.5K
$862K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 21.39% |
$679K - $857K
|
70.6K
$4.52M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.6KNew |
$580K - $731K
|
10.6K
$680K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.67KNew |
$528K - $666K
|
9.67K
$619K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.62K+ 243.81% |
$525K - $663K
|
13.6K
$869K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.94KNew |
$488K - $616K
|
8.94K
$573K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.01KNew |
$437K - $552K
|
8.01K
$513K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$437K - $551K
|
8K
$512K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.93KNew |
$379K - $478K
|
6.93K
$444K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.84KNew |
$373K - $471K
|
6.84K
$438K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.78KNew |
$370K - $467K
|
6.78K
$434K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.3KNew |
$344K - $434K
|
6.3K
$404K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.3KNew |
$344K - $434K
|
6.3K
$403K
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.22KNew |
$340K - $428K
|
6.22K
$398K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6.13KNew |
$335K - $422K
|
6.13K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.86KNew |
$320K - $404K
|
5.86K
$375K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.21KNew |
$285K - $359K
|
5.21K
$334K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.87KNew |
$266K - $335K
|
4.87K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.69K+ 4.72% |
$256K - $323K
|
104K
$6.66M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.43KNew |
$242K - $305K
|
4.43K
$284K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.24KNew |
$231K - $292K
|
4.24K
$271K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.12K+ 24.18% |
$225K - $284K
|
21.1K
$1.35M
|