Purchases and Sales Made in Q1 2023 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q1 2023. 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 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.74K+ 0.89% |
$96.2K - $138K
|
310K
$18.1M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.66K+ 118.53% |
$93.5K - $134K
|
4.91K
$285K
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.55K+ 1.75% |
$89.6K - $129K
|
148K
$8.61M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.52K+ 38.75% |
$88.6K - $127K
|
9.04K
$526K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.79K+ 9.46% |
$62.7K - $90K
|
20.7K
$1.2M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.66KNew |
$58.2K - $83.5K
|
1.66K
$96.3K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
1.5K+ 55.72% |
$52.7K - $75.6K
|
4.19K
$244K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 14.99% |
$51.9K - $74.5K
|
11.3K
$659K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.17KNew |
$41K - $58.9K
|
1.17K
$67.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 59.96% |
$39.9K - $57.2K
|
3.03K
$176K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.03K+ 13.45% |
$36.2K - $52K
|
8.7K
$506K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
938+ 15.51% |
$32.9K - $47.3K
|
6.99K
$406K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
900New |
$31.6K - $45.4K
|
900
$52.4K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
885+ 19.39% |
$31.1K - $44.6K
|
5.45K
$317K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
813+ 8.32% |
$28.6K - $41K
|
10.6K
$615K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
800New |
$28.1K - $40.3K
|
800
$46.5K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
771+ 77100.0% |
$27.1K - $38.9K
|
772
$44.9K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
743+ 13.58% |
$26.1K - $37.5K
|
6.22K
$362K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
705+ 19.16% |
$24.8K - $35.6K
|
4.38K
$255K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
605+ 13.12% |
$21.2K - $30.5K
|
5.22K
$303K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
581+ 11.67% |
$20.4K - $29.3K
|
5.56K
$323K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
517+ 2.19% |
$18.2K - $26.1K
|
24.2K
$1.41M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$17.6K - $25.2K
|
500
$29.1K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
450+ 2.04% |
$15.8K - $22.7K
|
22.5K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
418New |
$14.7K - $21.1K
|
418
$24.3K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
350New |
$12.3K - $17.7K
|
350
$20.4K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
300New |
$10.5K - $15.1K
|
300
$17.5K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
266+ 2.3% |
$9.34K - $13.4K
|
11.8K
$687K
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
263+ 0.71% |
$9.24K - $13.3K
|
37.5K
$2.18M
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
248New |
$8.71K - $12.5K
|
248
$14.4K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
159+ 6.14% |
$5.58K - $8.02K
|
2.75K
$160K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
134+ 9.47% |
$4.71K - $6.76K
|
1.55K
$90.1K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
116+ 23.2% |
$4.07K - $5.85K
|
616
$35.8K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
115New |
$4.04K - $5.8K
|
115
$6.69K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
115+ 11.99% |
$4.04K - $5.8K
|
1.07K
$62.5K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115+ 0.8% |
$4.04K - $5.8K
|
14.5K
$846K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
104+ 1.95% |
$3.65K - $5.24K
|
5.45K
$317K
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.43% |
$3.51K - $5.04K
|
7.1K
$413K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 13.33% |
$3.51K - $5.04K
|
850
$49.4K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
97+ 0.71% |
$3.41K - $4.89K
|
13.7K
$798K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
78New |
$2.74K - $3.93K
|
78
$4.54K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
61+ 0.76% |
$2.14K - $3.08K
|
8.14K
$473K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$1.93K - $2.77K
|
55
$3.2K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.66% |
$211 - $303
|
912
$53.1K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.88% |
$140 - $202
|
459
$26.7K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4+ 0.05% |
$140 - $202
|
8.29K
$482K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.86% |
$140 - $202
|
471
$27.4K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.65% |
$105 - $151
|
463
$26.9K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$70.2 - $101
|
324
$18.8K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.91% |
$70.2 - $101
|
222
$12.9K
|