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 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
121KNew |
$6.58M - $8.31M
|
121K
$7.61M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
108KNew |
$5.87M - $7.41M
|
108K
$6.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
27KNew |
$1.48M - $1.86M
|
27K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
23.4KNew |
$1.28M - $1.62M
|
23.4K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
16KNew |
$874K - $1.1M
|
16K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.6KNew |
$580K - $731K
|
10.6K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.67KNew |
$528K - $666K
|
9.67K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.01KNew |
$437K - $552K
|
8.01K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$437K - $551K
|
8K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.3KNew |
$344K - $434K
|
6.3K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.22KNew |
$340K - $428K
|
6.22K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
6.13KNew |
$335K - $422K
|
6.13K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.86KNew |
$320K - $404K
|
5.86K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.24KNew |
$231K - $292K
|
4.24K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.95KNew |
$216K - $272K
|
3.95K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.87KNew |
$211K - $267K
|
3.87K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.77K+ 4.42% |
$206K - $260K
|
89K
$5.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3.37KNew |
$184K - $232K
|
3.37K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.3K+ 156.77% |
$180K - $227K
|
5.41K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.11KNew |
$170K - $214K
|
3.11K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.02K+ 10.98% |
$165K - $208K
|
30.5K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.43K+ 56.91% |
$133K - $167K
|
6.7K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.25K+ 25.45% |
$123K - $155K
|
11.1K
$700K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48K+ 21.44% |
$80.7K - $102K
|
8.37K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 14.23% |
$72.7K - $91.8K
|
10.7K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
900+ 26.33% |
$49.1K - $62K
|
4.32K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
524+ 1.76% |
$28.6K - $36.1K
|
30.3K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 50.0% |
$27.3K - $34.5K
|
1.5K
$94.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
485+ 0.43% |
$26.5K - $33.4K
|
114K
$7.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
434+ 3.21% |
$23.7K - $29.9K
|
13.9K
$879K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
413New |
$22.5K - $28.5K
|
413
$26.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
358+ 2.0% |
$19.5K - $24.7K
|
18.3K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
300+ 400.0% |
$16.4K - $20.7K
|
375
$23.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$16.4K - $20.7K
|
300
$18.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
255+ 25.73% |
$13.9K - $17.6K
|
1.25K
$78.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
193+ 4.7% |
$10.5K - $13.3K
|
4.3K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$5.46K - $6.89K
|
100
$6.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 37.5% |
$4.1K - $5.17K
|
275
$17.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71+ 0.4% |
$3.88K - $4.89K
|
17.9K
$1.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 16.9% |
$3.88K - $4.89K
|
491
$31K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
55+ 0.63% |
$3K - $3.79K
|
8.81K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
40+ 0.5% |
$2.18K - $2.76K
|
8.03K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24New |
$1.31K - $1.65K
|
24
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$328 - $413
|
5.47K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$109 - $138
|
614
$38.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.95% |
$54.6 - $68.9
|
106
$6.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-15- 0.41% |
$819 - $1.03K
|
3.65K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 22.22% |
$1.09K - $1.38K
|
70
$4.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-51- 1.95% |
$2.78K - $3.51K
|
2.57K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61- 1.46% |
$3.33K - $4.2K
|
4.12K
$260K
|