Purchases and Sales Made in Q1 2022 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 18.36% |
$53.8K - $63.3K
|
6.76K
$393K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
990+ 7.38% |
$50.8K - $59.8K
|
14.4K
$838K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
915New |
$47K - $55.3K
|
915
$53.2K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
890+ 1271.43% |
$45.7K - $53.8K
|
960
$55.8K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
756+ 1.42% |
$38.8K - $45.7K
|
54K
$3.14M
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
579+ 6.55% |
$29.7K - $35K
|
9.41K
$547K
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
557+ 8.73% |
$28.6K - $33.6K
|
6.94K
$404K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
514New |
$26.4K - $31.1K
|
514
$29.9K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$25.7K - $30.2K
|
500
$29.1K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
493+ 7.41% |
$25.3K - $29.8K
|
7.14K
$416K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
478+ 0.8% |
$24.5K - $28.9K
|
60.5K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
478+ 0.8% |
$24.5K - $28.9K
|
60.5K
$3.52M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
448+ 101.36% |
$23K - $27.1K
|
890
$51.8K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
400New |
$20.5K - $24.2K
|
400
$23.3K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$20.5K - $24.2K
|
400
$23.3K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
359+ 7.25% |
$18.4K - $21.7K
|
5.31K
$309K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
357+ 6.61% |
$18.3K - $21.6K
|
5.75K
$335K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
350New |
$18K - $21.1K
|
350
$20.4K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
350New |
$18K - $21.1K
|
350
$20.4K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
350New |
$18K - $21.1K
|
350
$20.4K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
338+ 2.39% |
$17.4K - $20.4K
|
14.5K
$843K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
300New |
$15.4K - $18.1K
|
300
$17.5K
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
281New |
$14.4K - $17K
|
281
$16.3K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
274+ 1.44% |
$14.1K - $16.6K
|
19.3K
$1.12M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
235+ 22.82% |
$12.1K - $14.2K
|
1.27K
$73.6K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
220+ 2.4% |
$11.3K - $13.3K
|
9.39K
$546K
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
216+ 1.06% |
$11.1K - $13K
|
20.5K
$1.19M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
210+ 2.07% |
$10.8K - $12.7K
|
10.4K
$604K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
200New |
$10.3K - $12.1K
|
200
$11.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
197+ 77.25% |
$10.1K - $11.9K
|
452
$26.3K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$7.7K - $9.06K
|
150
$8.73K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
135+ 5.45% |
$6.93K - $8.16K
|
2.61K
$152K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
104+ 2.03% |
$5.34K - $6.28K
|
5.23K
$304K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 2.5% |
$5.14K - $6.04K
|
4.1K
$238K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
62+ 0.42% |
$3.18K - $3.75K
|
14.7K
$855K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
54New |
$2.77K - $3.26K
|
54
$3.14K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
53New |
$2.72K - $3.2K
|
53
$3.08K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
52+ 0.25% |
$2.67K - $3.14K
|
20.8K
$1.21M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51New |
$2.62K - $3.08K
|
51
$2.97K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
50New |
$2.57K - $3.02K
|
50
$2.91K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 0.46% |
$2.52K - $2.96K
|
10.7K
$620K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 0.46% |
$2.52K - $2.96K
|
10.7K
$620K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
38New |
$1.95K - $2.3K
|
38
$2.21K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
36+ 0.63% |
$1.85K - $2.17K
|
5.77K
$336K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
36+ 54.55% |
$1.85K - $2.17K
|
102
$5.93K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
25+ 0.64% |
$1.28K - $1.51K
|
3.9K
$227K
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
19+ 0.06% |
$976 - $1.15K
|
33.3K
$1.94M
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 0.64% |
$822 - $967
|
2.53K
$147K
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
13+ 0.33% |
$668 - $785
|
3.98K
$231K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12+ 0.5% |
$616 - $725
|
2.42K
$141K
|