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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
909+ 11.34% |
$49.6K - $62.6K
|
8.93K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
900New |
$49.1K - $62K
|
900
$55.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
900+ 26.33% |
$49.1K - $62K
|
4.32K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
883+ 4.3% |
$48.2K - $60.8K
|
21.4K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
840+ 97.56% |
$45.9K - $57.9K
|
1.7K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
800+ 11.65% |
$43.7K - $55.1K
|
7.67K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
789+ 16.92% |
$43.1K - $54.4K
|
5.45K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
784+ 57.82% |
$42.8K - $54K
|
2.14K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
758+ 2.94% |
$41.4K - $52.2K
|
26.5K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
750+ 18.5% |
$41K - $51.7K
|
4.81K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
706+ 295.4% |
$38.5K - $48.6K
|
945
$58.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
589+ 2.8% |
$32.2K - $40.6K
|
21.6K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
533New |
$29.1K - $36.7K
|
533
$33.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
529New |
$28.9K - $36.4K
|
529
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
524+ 1.76% |
$28.6K - $36.1K
|
30.3K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 50.0% |
$27.3K - $34.5K
|
1.5K
$93.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$27.3K - $34.5K
|
500
$31K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
485+ 0.43% |
$26.5K - $33.4K
|
114K
$7.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
455+ 22750.0% |
$24.8K - $31.3K
|
457
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
450+ 6.66% |
$24.6K - $31K
|
7.21K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
450+ 3.14% |
$24.6K - $31K
|
14.8K
$917K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
435New |
$23.8K - $30K
|
435
$27K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
434+ 3.21% |
$23.7K - $29.9K
|
13.9K
$865K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
428+ 28.63% |
$23.4K - $29.5K
|
1.92K
$119K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
413New |
$22.5K - $28.5K
|
413
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 7.3% |
$21.8K - $27.6K
|
5.88K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
358+ 2.0% |
$19.5K - $24.7K
|
18.3K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300New |
$16.4K - $20.7K
|
300
$18.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
300+ 400.0% |
$16.4K - $20.7K
|
375
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
294New |
$16.1K - $20.3K
|
294
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 4.96% |
$15.6K - $19.6K
|
6.04K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
275New |
$15K - $18.9K
|
275
$17.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
255+ 25.73% |
$13.9K - $17.6K
|
1.25K
$77.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
255+ 1.6% |
$13.9K - $17.6K
|
16.1K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
239New |
$13K - $16.5K
|
239
$14.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
236New |
$12.9K - $16.3K
|
236
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
231New |
$12.6K - $15.9K
|
231
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
220+ 1.72% |
$12K - $15.2K
|
13K
$806K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
215New |
$11.7K - $14.8K
|
215
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
201+ 5.05% |
$11K - $13.8K
|
4.18K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
193+ 4.7% |
$10.5K - $13.3K
|
4.3K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
162+ 426.32% |
$8.85K - $11.2K
|
200
$12.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
158+ 9.66% |
$8.63K - $10.9K
|
1.79K
$111K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
144+ 0.09% |
$7.86K - $9.92K
|
160K
$9.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
121+ 3.02% |
$6.61K - $8.34K
|
4.13K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
119+ 0.36% |
$6.5K - $8.2K
|
33.4K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
105+ 0.49% |
$5.73K - $7.23K
|
21.5K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
100New |
$5.46K - $6.89K
|
100
$6.21K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100New |
$5.46K - $6.89K
|
100
$6.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 14.29% |
$5.46K - $6.89K
|
800
$49.6K
|