Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
715New |
$33.5K - $37.9K
|
715
$45.9K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
696+ 0.62% |
$32.6K - $36.9K
|
112K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
636+ 3.16% |
$29.8K - $33.7K
|
20.8K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
600+ 11.75% |
$28.1K - $31.8K
|
5.71K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
560+ 92.11% |
$26.2K - $29.7K
|
1.17K
$74.9K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
526+ 1.18% |
$24.6K - $27.9K
|
45K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
497+ 18.03% |
$23.3K - $26.3K
|
3.25K
$209K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
469+ 593.67% |
$22K - $24.9K
|
548
$35.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
458New |
$21.4K - $24.3K
|
458
$29.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
428+ 5.64% |
$20K - $22.7K
|
8.02K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
405+ 0.65% |
$19K - $21.5K
|
62.6K
$4.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
400New |
$18.7K - $21.2K
|
400
$25.7K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
392+ 6.26% |
$18.4K - $20.8K
|
6.65K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
376+ 5.33% |
$17.6K - $19.9K
|
7.44K
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
298+ 3.25% |
$14K - $15.8K
|
9.48K
$608K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
262+ 5.31% |
$12.3K - $13.9K
|
5.19K
$333K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
249+ 0.7% |
$11.7K - $13.2K
|
35.6K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
214+ 12.54% |
$10K - $11.3K
|
1.92K
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 92.86% |
$9.74K - $11K
|
432
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
191+ 1.39% |
$8.94K - $10.1K
|
13.9K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
180+ 163.64% |
$8.43K - $9.54K
|
290
$18.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
129New |
$6.04K - $6.84K
|
129
$8.28K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
123New |
$5.76K - $6.52K
|
123
$7.89K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
120+ 4.37% |
$5.62K - $6.36K
|
2.86K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
64+ 0.94% |
$3K - $3.39K
|
6.86K
$440K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
63New |
$2.95K - $3.34K
|
63
$4.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
62+ 0.77% |
$2.9K - $3.29K
|
8.08K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
61+ 0.72% |
$2.86K - $3.23K
|
8.59K
$551K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
59+ 0.81% |
$2.76K - $3.13K
|
7.37K
$473K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47+ 0.79% |
$2.2K - $2.49K
|
6K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
43+ 0.79% |
$2.01K - $2.28K
|
5.5K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
41+ 14.39% |
$1.92K - $2.17K
|
326
$20.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
37+ 0.06% |
$1.73K - $1.96K
|
66.3K
$4.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
34New |
$1.59K - $1.8K
|
34
$2.18K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.78% |
$1.12K - $1.27K
|
3.09K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$468 - $530
|
10
$642
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.56% |
$421 - $477
|
1.61K
$103K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$421 - $477
|
9
$577
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 0.12% |
$234 - $265
|
4.17K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.67% |
$187 - $212
|
604
$38.8K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$140 - $159
|
5.45K
$350K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.5% |
$140 - $159
|
607
$38.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.82% |
$93.7 - $106
|
245
$15.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.78% |
$93.7 - $106
|
259
$16.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.93% |
$46.8 - $53
|
109
$6.99K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$46.8 - $53
|
594
$38.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.97% |
$46.8 - $53
|
104
$6.67K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$46.8 - $53
|
4.13K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.78% |
$46.8 - $53
|
37
$2.37K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$46.8 - $53
|
4.29K
$275K
|