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
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.93K- 47.82% |
$105K - $133K
|
2.11K
$136K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2K- 71.89% |
$109K - $138K
|
783
$50.6K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.01K- 1.66% |
$110K - $138K
|
119K
$7.7M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.1K- 9.96% |
$115K - $145K
|
19K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.15K- 33.78% |
$117K - $148K
|
4.22K
$272K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.24K- 9.28% |
$122K - $155K
|
21.9K
$1.42M
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.33K- 9.41% |
$127K - $160K
|
22.4K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.38K- 3.28% |
$130K - $164K
|
70K
$4.53M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.41K- 27.61% |
$131K - $166K
|
6.31K
$408K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.42K- 14.47% |
$132K - $167K
|
14.3K
$924K
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.68K- 13.97% |
$146K - $184K
|
16.5K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.09K- 86.55% |
$169K - $213K
|
480
$31K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-3.53K- 17.18% |
$192K - $243K
|
17K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.09K- 26.76% |
$223K - $282K
|
11.2K
$724K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 56.78% |
$239K - $301K
|
3.33K
$215K
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.85K- 26.01% |
$265K - $334K
|
13.8K
$892K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.87K- 45.95% |
$266K - $335K
|
5.73K
$370K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-5.35K- 21.52% |
$292K - $369K
|
19.5K
$1.26M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.48K- 97.15% |
$299K - $378K
|
161
$10.4K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-5.5K- 18.94% |
$300K - $379K
|
23.5K
$1.52M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.32K- 99.91% |
$345K - $435K
|
6
$388
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 10.01% |
$375K - $473K
|
61.7K
$3.98M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.68K- 40.96% |
$419K - $529K
|
11.1K
$715K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.11K- 50.58% |
$443K - $559K
|
7.92K
$512K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.49K- 4.07% |
$464K - $585K
|
200K
$12.9M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.79K- 7.46% |
$480K - $605K
|
109K
$7.04M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.4K- 97.2% |
$569K - $718K
|
300
$19.4K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-12.6K- 10.35% |
$690K - $870K
|
109K
$7.07M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16.2K- 61.54% |
$885K - $1.12M
|
10.1K
$655K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-18.6K- 24.46% |
$1.01M - $1.28M
|
57.3K
$3.71M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.4K- 28.15% |
$1.11M - $1.41M
|
52.1K
$3.37M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-22.1K- 49.07% |
$1.2M - $1.52M
|
22.9K
$1.48M
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-24.3K- 75.7% |
$1.33M - $1.67M
|
7.8K
$504K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.2K- 75.21% |
$1.59M - $2.01M
|
9.63K
$622K
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-83.7K- 32.58% |
$4.57M - $5.77M
|
173K
$11.2M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-87.9K- 99.57% |
$4.8M - $6.06M
|
379
$24.5K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-99.9K- 96.98% |
$5.45M - $6.88M
|
3.11K
$201K
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-213K- 57.2% |
$11.6M - $14.7M
|
159K
$10.3M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-245K- 97.16% |
$13.4M - $16.9M
|
7.16K
$463K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-615K- 99.85% |
$33.6M - $42.4M
|
935
$60.4K
|