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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-21- 0.17% |
$1.08K - $1.22K
|
12.3K
$685K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 2.54% |
$1.29K - $1.45K
|
960
$53.4K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-76Closed |
$3.92K - $4.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-105- 18.92% |
$5.41K - $6.08K
|
450
$25K
|
|
Feb 14, 2022
Q4 2021
|
Granger Management LLC
|
SELL
|
- |
-107- 0.84% |
$5.52K - $6.19K
|
12.6K
$700K
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-116- 1.3% |
$5.98K - $6.72K
|
8.83K
$491K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-121- 3.34% |
$6.24K - $7K
|
3.5K
$195K
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-133- 1.62% |
$6.86K - $7.7K
|
8.08K
$450K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-133- 0.22% |
$6.86K - $7.7K
|
61.1K
$3.4M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-155- 34.22% |
$7.99K - $8.97K
|
298
$16.6K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-161Closed |
$8.3K - $9.32K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-171- 1.55% |
$8.82K - $9.9K
|
10.8K
$603K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-178- 0.82% |
$9.18K - $10.3K
|
21.7K
$1.2M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-183- 4.38% |
$9.44K - $10.6K
|
4K
$222K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-186Closed |
$9.59K - $10.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-200- 1.39% |
$10.3K - $11.6K
|
14.1K
$787K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-200- 0.75% |
$10.3K - $11.6K
|
26.6K
$1.48M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-222- 3.37% |
$11.4K - $12.9K
|
6.36K
$354K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-233- 8.82% |
$12K - $13.5K
|
2.41K
$134K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-321- 5.34% |
$16.6K - $18.6K
|
5.69K
$316K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-327Closed |
$16.9K - $18.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-334- 7.77% |
$17.2K - $19.3K
|
3.96K
$220K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-350Closed |
$18K - $20.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-355- 0.46% |
$18.3K - $20.6K
|
76.6K
$4.26M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-363- 78.4% |
$18.7K - $21K
|
100
$5.56K
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-374- 5.54% |
$19.3K - $21.7K
|
6.38K
$355K
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-423- 20.42% |
$21.8K - $24.5K
|
1.65K
$91.7K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-450- 3.92% |
$23.2K - $26.1K
|
11K
$614K
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-450- 7.14% |
$23.2K - $26.1K
|
5.85K
$325K
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 0.27% |
$25.8K - $28.9K
|
181K
$10.1M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$25.8K - $28.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-503Closed |
$25.9K - $29.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-566- 12.85% |
$29.2K - $32.8K
|
3.84K
$214K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-621- 16.49% |
$32K - $35.9K
|
3.15K
$175K
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-690Closed |
$35.6K - $39.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-742- 3.68% |
$38.3K - $43K
|
19.4K
$1.08M
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-940Closed |
$48.5K - $54.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-956- 15.05% |
$49.3K - $55.3K
|
5.4K
$300K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-957- 1.3% |
$49.4K - $55.4K
|
72.9K
$4.06M
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-965- 14.35% |
$49.8K - $55.9K
|
5.76K
$320K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 19.91% |
$51.9K - $58.3K
|
4.05K
$225K
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.05K- 14.61% |
$54.3K - $60.9K
|
6.15K
$342K
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 2.48% |
$61.2K - $68.7K
|
46.6K
$2.59M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.53KClosed |
$79.1K - $88.8K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.54K- 20.64% |
$79.4K - $89.2K
|
5.92K
$329K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.62KClosed |
$83.7K - $94K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.64K- 89.8% |
$84.5K - $94.8K
|
186
$10.3K
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.71K- 30.6% |
$88.2K - $99K
|
3.88K
$216K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.83KClosed |
$94.5K - $106K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.09K- 29.83% |
$108K - $121K
|
4.93K
$274K
|