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 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.95KNew |
$216K - $272K
|
3.95K
$253K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.87KNew |
$211K - $267K
|
3.87K
$248K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.77K+ 4.42% |
$206K - $260K
|
89K
$5.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.76K+ 2.04% |
$205K - $259K
|
188K
$12M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.41KNew |
$186K - $235K
|
3.41K
$218K
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3.37KNew |
$184K - $232K
|
3.37K
$216K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.3K+ 156.77% |
$180K - $227K
|
5.41K
$346K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.27K+ 33.09% |
$178K - $225K
|
13.1K
$841K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.11KNew |
$170K - $214K
|
3.11K
$199K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.02K+ 10.98% |
$165K - $208K
|
30.5K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 22.78% |
$150K - $189K
|
14.8K
$948K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 68.85% |
$140K - $177K
|
6.28K
$402K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.43K+ 56.91% |
$133K - $167K
|
6.7K
$429K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.25K+ 25.45% |
$123K - $155K
|
11.1K
$711K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.1KNew |
$115K - $145K
|
2.1K
$135K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.72K+ 135.92% |
$93.8K - $118K
|
2.98K
$191K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48K+ 21.44% |
$80.7K - $102K
|
8.37K
$536K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 9.02% |
$76.9K - $97K
|
17K
$1.09M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 14.23% |
$72.7K - $91.8K
|
10.7K
$685K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.27K+ 2.45% |
$69.6K - $87.8K
|
53.3K
$3.41M
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.16K+ 7.58% |
$63.2K - $79.8K
|
16.4K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.11KNew |
$60.5K - $76.3K
|
1.11K
$71K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
900+ 26.33% |
$49.1K - $62K
|
4.32K
$277K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
840+ 97.56% |
$45.9K - $57.9K
|
1.7K
$109K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
758+ 2.94% |
$41.4K - $52.2K
|
26.5K
$1.7M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
750+ 18.5% |
$41K - $51.7K
|
4.81K
$308K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
706+ 295.4% |
$38.5K - $48.6K
|
945
$60.5K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
533New |
$29.1K - $36.7K
|
533
$34.1K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
524+ 1.76% |
$28.6K - $36.1K
|
30.3K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 50.0% |
$27.3K - $34.5K
|
1.5K
$96.1K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
485+ 0.43% |
$26.5K - $33.4K
|
114K
$7.29M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
455+ 22750.0% |
$24.8K - $31.3K
|
457
$29.3K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
450+ 3.14% |
$24.6K - $31K
|
14.8K
$947K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
434+ 3.21% |
$23.7K - $29.9K
|
13.9K
$893K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
428+ 28.63% |
$23.4K - $29.5K
|
1.92K
$123K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
413New |
$22.5K - $28.5K
|
413
$26.5K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
358+ 2.0% |
$19.5K - $24.7K
|
18.3K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$16.4K - $20.7K
|
300
$19.2K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
300+ 400.0% |
$16.4K - $20.7K
|
375
$24K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 4.96% |
$15.6K - $19.6K
|
6.04K
$387K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
275New |
$15K - $18.9K
|
275
$17.6K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
255+ 25.73% |
$13.9K - $17.6K
|
1.25K
$79.8K
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
239New |
$13K - $16.5K
|
239
$15.3K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
193+ 4.7% |
$10.5K - $13.3K
|
4.3K
$275K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
158+ 9.66% |
$8.63K - $10.9K
|
1.79K
$115K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
121+ 3.02% |
$6.61K - $8.34K
|
4.13K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
119+ 0.36% |
$6.5K - $8.2K
|
33.4K
$2.14M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
105+ 0.49% |
$5.73K - $7.23K
|
21.5K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$5.46K - $6.89K
|
100
$6.41K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$5.46K - $6.89K
|
100
$6.41K
|