Purchases and Sales Made in Q3 2023 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111+ 3.27% |
$3.96K - $4.7K
|
3.5K
$204K
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
107+ 1.0% |
$3.82K - $4.53K
|
10.8K
$628K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
88New |
$3.14K - $3.73K
|
88
$5.12K
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
83+ 1.01% |
$2.96K - $3.51K
|
8.29K
$482K
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
74+ 0.2% |
$2.64K - $3.13K
|
37.6K
$2.19M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43New |
$1.53K - $1.82K
|
43
$2.5K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 61.29% |
$678 - $804
|
50
$2.91K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 1.05% |
$178 - $212
|
480
$27.9K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 1.05% |
$178 - $212
|
480
$27.9K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$143 - $169
|
5.73K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.56% |
$143 - $169
|
719
$41.8K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.92% |
$107 - $127
|
330
$19.2K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.75% |
$71.3 - $84.7
|
269
$15.6K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.8% |
$71.3 - $84.7
|
252
$14.7K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1- 0.01% |
$35.7 - $42.3
|
6.7K
$390K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.18% |
$35.7 - $42.3
|
550
$32K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.11% |
$499 - $593
|
12.9K
$753K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50Closed |
$1.78K - $2.12K
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 2.16% |
$1.78K - $2.12K
|
2.27K
$132K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62- 6.8% |
$2.21K - $2.62K
|
850
$49.4K
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-75- 0.57% |
$2.67K - $3.17K
|
13.1K
$762K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-97- 1.5% |
$3.46K - $4.11K
|
6.36K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-104- 12.79% |
$3.71K - $4.4K
|
709
$41.2K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-106- 0.85% |
$3.78K - $4.49K
|
12.4K
$723K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-110- 1.87% |
$3.92K - $4.66K
|
5.77K
$336K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-115- 10.71% |
$4.1K - $4.87K
|
959
$55.8K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-116- 4.19% |
$4.14K - $4.91K
|
2.66K
$154K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-125- 0.93% |
$4.46K - $5.29K
|
13.3K
$772K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-132- 0.5% |
$4.71K - $5.59K
|
26.3K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-143- 2.43% |
$5.1K - $6.05K
|
5.74K
$334K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-146- 1.76% |
$5.21K - $6.18K
|
8.15K
$474K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-166- 2.04% |
$5.92K - $7.03K
|
7.99K
$465K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-175- 45.45% |
$6.24K - $7.41K
|
210
$12.2K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-187- 11.44% |
$6.67K - $7.92K
|
1.45K
$84.2K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-225- 3.24% |
$8.02K - $9.52K
|
6.72K
$391K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-238- 15.35% |
$8.49K - $10.1K
|
1.31K
$76.3K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-251- 3.2% |
$8.95K - $10.6K
|
7.6K
$442K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-257- 23.97% |
$9.16K - $10.9K
|
815
$47.4K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-290- 0.89% |
$10.3K - $12.3K
|
32.4K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-318- 8.15% |
$11.3K - $13.5K
|
3.58K
$208K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-371- 45.47% |
$13.2K - $15.7K
|
445
$25.9K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-380- 0.89% |
$13.6K - $16.1K
|
42.5K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-399- 3.83% |
$14.2K - $16.9K
|
10K
$583K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-415- 1.99% |
$14.8K - $17.6K
|
20.4K
$1.19M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-453- 2.79% |
$16.2K - $19.2K
|
15.8K
$919K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-550- 94.18% |
$19.6K - $23.3K
|
34
$1.98K
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-600- 4.98% |
$21.4K - $25.4K
|
11.4K
$666K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-650- 22.03% |
$23.2K - $27.5K
|
2.3K
$134K
|