Purchases and Sales Made in Q4 2021 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
781+ 128.45% |
$40.3K - $45.2K
|
1.39K
$80.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 700.0% |
$36.1K - $40.5K
|
800
$46.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
665New |
$34.3K - $38.5K
|
665
$38.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
613+ 1.06% |
$31.6K - $35.5K
|
58.3K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
514+ 5.5% |
$26.5K - $29.8K
|
9.86K
$570K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
461+ 6.82% |
$23.8K - $26.7K
|
7.22K
$418K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
450+ 2.26% |
$23.2K - $26.1K
|
20.3K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
388+ 5.05% |
$20K - $22.5K
|
8.07K
$467K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
384+ 2.22% |
$19.8K - $22.2K
|
17.7K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
347+ 8.79% |
$17.9K - $20.1K
|
4.3K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
306New |
$15.8K - $17.7K
|
306
$17.7K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
291+ 0.49% |
$15K - $16.8K
|
60.1K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
291+ 0.49% |
$15K - $16.8K
|
60.1K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
275New |
$14.2K - $15.9K
|
275
$15.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
273+ 2.44% |
$14.1K - $15.8K
|
11.5K
$663K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
234+ 1.16% |
$12.1K - $13.5K
|
20.4K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
233New |
$12K - $13.5K
|
233
$13.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
233+ 137.06% |
$12K - $13.5K
|
403
$23.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
204+ 6.48% |
$10.5K - $11.8K
|
3.35K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200New |
$10.3K - $11.6K
|
200
$11.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
186+ 3.77% |
$9.59K - $10.8K
|
5.12K
$296K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
180New |
$9.28K - $10.4K
|
180
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
177New |
$9.13K - $10.2K
|
177
$10.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
162+ 80.6% |
$8.35K - $9.38K
|
363
$21K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
153+ 2.23% |
$7.89K - $8.86K
|
7.02K
$406K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
124New |
$6.39K - $7.18K
|
124
$7.17K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90+ 6.96% |
$4.64K - $5.21K
|
1.38K
$80K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
81+ 0.67% |
$4.18K - $4.69K
|
12.2K
$705K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 0.48% |
$3.3K - $3.7K
|
13.4K
$776K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
53New |
$2.73K - $3.07K
|
53
$3.07K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
53New |
$2.73K - $3.07K
|
53
$3.07K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
51+ 0.48% |
$2.63K - $2.95K
|
10.6K
$614K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
51+ 0.48% |
$2.63K - $2.95K
|
10.6K
$614K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
40New |
$2.06K - $2.32K
|
40
$2.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.68% |
$2.01K - $2.26K
|
5.73K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.28% |
$619 - $695
|
4.29K
$248K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10+ 16.67% |
$516 - $579
|
70
$4.05K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.25% |
$516 - $579
|
4.04K
$234K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.05% |
$413 - $463
|
16.1K
$930K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.67% |
$155 - $174
|
449
$26K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.68% |
$155 - $174
|
442
$25.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$103 - $116
|
694
$40.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$103 - $116
|
732
$42.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.94% |
$103 - $116
|
214
$12.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.39% |
$51.6 - $57.9
|
255
$14.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.01% |
$51.6 - $57.9
|
11.4K
$657K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-11- 0.17% |
$567 - $637
|
6.54K
$378K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-15- 0.38% |
$774 - $868
|
3.89K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-19- 0.17% |
$980 - $1.1K
|
11K
$634K
|