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 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.49% |
$54.6 - $68.9
|
204
$12.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.95% |
$54.6 - $68.9
|
106
$6.53K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$54.6 - $68.9
|
20.2K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1- 0.03% |
$54.6 - $68.9
|
3.72K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 0.2% |
$109 - $138
|
994
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 1.39% |
$164 - $207
|
213
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13- 0.24% |
$710 - $896
|
5.51K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.41% |
$819 - $1.03K
|
3.65K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 22.22% |
$1.09K - $1.38K
|
70
$4.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-25- 0.3% |
$1.37K - $1.72K
|
8.26K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28- 0.51% |
$1.53K - $1.93K
|
5.49K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45- 9.22% |
$2.46K - $3.1K
|
443
$27.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-48- 1.22% |
$2.62K - $3.31K
|
3.88K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-51- 1.95% |
$2.78K - $3.51K
|
2.57K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-51- 1.15% |
$2.78K - $3.51K
|
4.38K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61- 1.46% |
$3.33K - $4.2K
|
4.12K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-95- 2.81% |
$5.19K - $6.55K
|
3.29K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-100- 8.53% |
$5.46K - $6.89K
|
1.07K
$66K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 13.33% |
$5.46K - $6.89K
|
650
$40K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-100- 25.0% |
$5.46K - $6.89K
|
300
$18.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-102- 1.33% |
$5.57K - $7.03K
|
7.58K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-168- 3.99% |
$9.17K - $11.6K
|
4.04K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-175- 0.08% |
$9.56K - $12.1K
|
228K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-200- 2.17% |
$10.9K - $13.8K
|
9.03K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-220- 0.61% |
$12K - $15.2K
|
36.1K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-270- 12.27% |
$14.7K - $18.6K
|
1.93K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-300- 2.4% |
$16.4K - $20.7K
|
12.2K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-301- 1.17% |
$16.4K - $20.7K
|
25.5K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-312- 0.61% |
$17K - $21.5K
|
50.7K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-312- 7.78% |
$17K - $21.5K
|
3.7K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-314- 14.85% |
$17.1K - $21.6K
|
1.8K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-330- 1.66% |
$18K - $22.7K
|
19.6K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-370- 7.57% |
$20.2K - $25.5K
|
4.52K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-370- 2.78% |
$20.2K - $25.5K
|
13K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-380- 2.2% |
$20.7K - $26.2K
|
16.9K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-386- 9.35% |
$21.1K - $26.6K
|
3.74K
$230K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-400- 3.23% |
$21.8K - $27.6K
|
12K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-430- 9.95% |
$23.5K - $29.6K
|
3.89K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-468- 65.27% |
$25.6K - $32.2K
|
249
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-488- 1.01% |
$26.6K - $33.6K
|
48.1K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 48.5% |
$27.3K - $34.5K
|
531
$32.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-551- 2.32% |
$30.1K - $38K
|
23.2K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-561- 2.55% |
$30.6K - $38.7K
|
21.4K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-598- 6.38% |
$32.7K - $41.2K
|
8.78K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-625- 61.58% |
$34.1K - $43.1K
|
390
$24K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-741- 9.82% |
$40.5K - $51.1K
|
6.81K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-776- 10.44% |
$42.4K - $53.5K
|
6.66K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-789- 5.1% |
$43.1K - $54.4K
|
14.7K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-794- 1.28% |
$43.4K - $54.7K
|
61K
$3.76M
|