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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-355- 49.65% |
$15.2K - $16.7K
|
360
$20.9K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-392- 6.2% |
$16.8K - $18.5K
|
5.93K
$345K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-408- 31.58% |
$17.5K - $19.2K
|
884
$51.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-436- 0.93% |
$18.7K - $20.5K
|
46.6K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-478- 98.96% |
$20.5K - $22.5K
|
5
$291
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-519- 4.77% |
$22.2K - $24.4K
|
10.4K
$603K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-615- 14.58% |
$26.4K - $29K
|
3.6K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-640- 9.27% |
$27.4K - $30.1K
|
6.27K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-729- 6.01% |
$31.2K - $34.3K
|
11.4K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-828- 9.0% |
$35.5K - $39K
|
8.37K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-975- 12.85% |
$41.8K - $45.9K
|
6.61K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-996- 5.2% |
$42.7K - $46.9K
|
18.2K
$1.06M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 27.03% |
$42.9K - $47.1K
|
2.7K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.11K- 8.84% |
$47.6K - $52.4K
|
11.5K
$667K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 20.93% |
$48.6K - $53.4K
|
4.28K
$249K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 14.51% |
$57.1K - $62.8K
|
7.86K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.36K- 22.6% |
$58.3K - $64.1K
|
4.66K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.39K- 2.52% |
$59.3K - $65.2K
|
53.5K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.4K- 96.54% |
$59.9K - $65.8K
|
50
$2.91K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.44K- 2.43% |
$61.8K - $68K
|
57.9K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.5K- 9.5% |
$64.3K - $70.7K
|
14.3K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.77K- 17.25% |
$75.9K - $83.4K
|
8.5K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 14.17% |
$78.6K - $86.4K
|
11.1K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.92K- 55.02% |
$82.2K - $90.4K
|
1.57K
$91.3K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.06K- 73.71% |
$88.1K - $96.8K
|
733
$42.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.24K- 0.6% |
$95.8K - $105K
|
373K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.32K- 37.18% |
$99.2K - $109K
|
3.91K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.59K- 29.75% |
$111K - $122K
|
6.11K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.66K- 11.69% |
$114K - $125K
|
20.1K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-2.7K- 20.71% |
$116K - $127K
|
10.3K
$602K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.91K- 24.04% |
$124K - $137K
|
9.18K
$534K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.92K- 1.45% |
$125K - $137K
|
198K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 13.86% |
$139K - $153K
|
20.1K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.81K- 29.36% |
$163K - $180K
|
9.17K
$533K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 25.47% |
$168K - $184K
|
11.4K
$665K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.16K- 53.15% |
$178K - $196K
|
3.67K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.2K- 99.5% |
$180K - $198K
|
21
$1.22K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.48KClosed |
$192K - $211K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.49K- 11.78% |
$192K - $211K
|
33.6K
$1.96M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.77K- 16.24% |
$204K - $225K
|
24.6K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.62K- 50.65% |
$241K - $265K
|
5.48K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.43K- 50.05% |
$318K - $350K
|
7.41K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-10.3K- 86.33% |
$440K - $484K
|
1.63K
$94.6K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 42.72% |
$559K - $615K
|
17.5K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.2K- 6.37% |
$607K - $668K
|
208K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 10.83% |
$666K - $732K
|
128K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 5.65% |
$672K - $739K
|
262K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 51.02% |
$685K - $753K
|
15.3K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.7K- 55.58% |
$761K - $836K
|
14.2K
$825K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18.4K- 41.51% |
$789K - $868K
|
26K
$1.51M
|