Purchases and Sales Made in Q1 2024 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q1 2024. 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 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
815New |
$34.9K - $38.4K
|
815
$47.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
670+ 6.66% |
$28.7K - $31.6K
|
10.7K
$624K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
656+ 10.96% |
$28.1K - $30.9K
|
6.64K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$21.4K - $23.6K
|
500
$29.1K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
396New |
$17K - $18.7K
|
396
$23K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
356New |
$15.3K - $16.8K
|
356
$20.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
307New |
$13.2K - $14.5K
|
307
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
220+ 0.05% |
$9.43K - $10.4K
|
432K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186+ 6.12% |
$7.97K - $8.76K
|
3.22K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 1.56% |
$7.03K - $7.72K
|
10.7K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
150New |
$6.43K - $7.07K
|
150
$8.73K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
135New |
$5.78K - $6.36K
|
135
$7.85K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
115New |
$4.93K - $5.42K
|
115
$6.69K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
106New |
$4.54K - $4.99K
|
106
$6.17K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
81+ 1.55% |
$3.47K - $3.82K
|
5.32K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
70+ 0.48% |
$3K - $3.3K
|
14.8K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
44New |
$1.89K - $2.07K
|
44
$2.56K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.71K - $1.88K
|
40
$2.33K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30New |
$1.29K - $1.41K
|
30
$1.75K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 0.23% |
$943 - $1.04K
|
9.51K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$429 - $471
|
10
$582
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$429 - $471
|
10
$582
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.83% |
$171 - $188
|
487
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.74% |
$85.7 - $94.2
|
273
$15.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.6% |
$85.7 - $94.2
|
335
$19.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$42.9 - $47.1
|
1.25K
$72.9K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.12% |
$42.9 - $47.1
|
90
$5.24K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.18% |
$42.9 - $47.1
|
542
$31.5K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- -0.0% |
$42.9 - $47.1
|
29.9K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11- 0.24% |
$471 - $518
|
4.62K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 0.89% |
$857 - $942
|
2.23K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 15.38% |
$857 - $942
|
110
$6.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22- 0.5% |
$943 - $1.04K
|
4.42K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 3.76% |
$1.37K - $1.51K
|
818
$47.6K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.7% |
$2.14K - $2.36K
|
7.05K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51- 0.68% |
$2.19K - $2.4K
|
7.47K
$435K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-53- 0.75% |
$2.27K - $2.5K
|
6.99K
$407K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-55- 37.93% |
$2.36K - $2.59K
|
90
$5.24K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-66- 1.23% |
$2.83K - $3.11K
|
5.29K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-66- 1.2% |
$2.83K - $3.11K
|
5.41K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-107- 1.05% |
$4.58K - $5.04K
|
10.1K
$586K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-133- 10.79% |
$5.7K - $6.26K
|
1.1K
$64K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 4.25% |
$6.43K - $7.07K
|
3.38K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-152- 1.75% |
$6.51K - $7.16K
|
8.54K
$497K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-185- 1.45% |
$7.93K - $8.71K
|
12.6K
$730K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-205- 80.71% |
$8.78K - $9.66K
|
49
$2.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-295Closed |
$12.6K - $13.9K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-324- 3.69% |
$13.9K - $15.3K
|
8.47K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-345- 21.43% |
$14.8K - $16.2K
|
1.27K
$73.6K
|