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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.28% |
$70.2 - $101
|
712
$41.4K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.02% |
$70.2 - $101
|
8.29K
$482K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.38% |
$35.1 - $50.4
|
264
$15.4K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18- 0.07% |
$632 - $908
|
25.1K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 9.09% |
$702 - $1.01K
|
200
$11.6K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-29- 0.77% |
$1.02K - $1.46K
|
3.73K
$217K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-50Closed |
$1.76K - $2.52K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-107- 1.16% |
$3.76K - $5.4K
|
9.11K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 3.83% |
$4.78K - $6.86K
|
3.41K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 77.27% |
$5.97K - $8.57K
|
50
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-186- 0.74% |
$6.53K - $9.38K
|
25.1K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-195- 1.5% |
$6.85K - $9.83K
|
12.8K
$747K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-263- 23.32% |
$9.24K - $13.3K
|
865
$50.3K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-308- 2.29% |
$10.8K - $15.5K
|
13.2K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-378- 3.23% |
$13.3K - $19.1K
|
11.3K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-400- 5.44% |
$14K - $20.2K
|
6.95K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-534- 4.87% |
$18.8K - $26.9K
|
10.4K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-557- 97.21% |
$19.6K - $28.1K
|
16
$931
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-666- 30.05% |
$23.4K - $33.6K
|
1.55K
$90.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-685- 1.95% |
$24.1K - $34.5K
|
34.5K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-771- 99.87% |
$27.1K - $38.9K
|
1
$58.2
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 40.0% |
$32.3K - $46.4K
|
1.38K
$80.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-963- 14.4% |
$33.8K - $48.6K
|
5.72K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.09K- 7.46% |
$38.4K - $55.1K
|
13.5K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38K- 13.45% |
$48.3K - $69.4K
|
8.85K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 8.3% |
$56.5K - $81.1K
|
17.8K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.26K- 7.4% |
$79.3K - $114K
|
28.2K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.47K- 11.93% |
$86.8K - $125K
|
18.2K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.62K- 26.18% |
$91.9K - $132K
|
7.38K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-2.7K- 21.85% |
$94.8K - $136K
|
9.65K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.79K- 29.88% |
$98K - $141K
|
6.55K
$381K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 41.3% |
$98.1K - $141K
|
3.97K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.84K- 18.25% |
$99.8K - $143K
|
12.7K
$741K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.54K- 5.26% |
$124K - $179K
|
63.8K
$3.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.86K- 80.07% |
$135K - $194K
|
960
$55.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.08K- 23.32% |
$143K - $206K
|
13.4K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.13K- 27.66% |
$145K - $208K
|
10.8K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.65K- 38.44% |
$163K - $234K
|
7.45K
$433K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.15K- 22.97% |
$181K - $260K
|
17.3K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.27K- 55.54% |
$185K - $266K
|
4.22K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.46K- 6.06% |
$192K - $275K
|
84.6K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.7K- 49.84% |
$235K - $338K
|
6.74K
$392K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 6.75% |
$240K - $344K
|
94.3K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.12K- 14.86% |
$320K - $460K
|
52.3K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.5K- 8.67% |
$405K - $581K
|
121K
$7.06M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-17.1K- 18.47% |
$600K - $862K
|
75.4K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.3K- 72.03% |
$958K - $1.38M
|
10.6K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.9K- 41.47% |
$1.05M - $1.51M
|
42.2K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.8K- 24.37% |
$1.19M - $1.7M
|
105K
$6.09M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41.1K- 82.07% |
$1.44M - $2.07M
|
8.98K
$523K
|