Purchases and Sales Made in Q4 2023 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.13M+ 326.0% |
$73.4M - $100M
|
2.78M
$162M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 91.31% |
$36.9M - $50.4M
|
2.24M
$131M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
780KNew |
$26.9M - $36.7M
|
780K
$45.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
743K+ 49.48% |
$25.6M - $34.9M
|
2.24M
$131M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300KNew |
$10.4M - $14.1M
|
300K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 376.09% |
$7.88M - $10.7M
|
289K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
210KNew |
$7.26M - $9.9M
|
210K
$12.2M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
210KNew |
$7.26M - $9.9M
|
210K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
201KNew |
$6.94M - $9.46M
|
201K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
161KNew |
$5.54M - $7.55M
|
161K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
149K+ 72.57% |
$5.15M - $7.02M
|
355K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
135KNew |
$4.67M - $6.37M
|
135K
$7.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
125KNew |
$4.31M - $5.87M
|
125K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
121KNew |
$4.19M - $5.71M
|
121K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
114K+ 67.22% |
$3.93M - $5.36M
|
284K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 31.94% |
$3.8M - $5.18M
|
455K
$26.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
87.6KNew |
$3.02M - $4.12M
|
87.6K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
76.7KNew |
$2.65M - $3.61M
|
76.7K
$4.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
76.4KNew |
$2.64M - $3.59M
|
76.4K
$4.45M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66.4KNew |
$2.29M - $3.12M
|
66.4K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.4K+ 34.75% |
$1.98M - $2.7M
|
223K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47KNew |
$1.62M - $2.21M
|
47K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44.4KNew |
$1.53M - $2.09M
|
44.4K
$2.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.9K+ 25.21% |
$1.41M - $1.92M
|
203K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.2K+ 490.75% |
$1.35M - $1.84M
|
47.2K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.1KNew |
$1.31M - $1.79M
|
38.1K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38K+ 97.92% |
$1.31M - $1.79M
|
76.7K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$1.13M - $1.54M
|
32.7K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.4KNew |
$1.12M - $1.52M
|
32.4K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
29.4KNew |
$1.01M - $1.38M
|
29.4K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.3K+ 138.14% |
$1.01M - $1.38M
|
50.5K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
27.6KNew |
$952K - $1.3M
|
27.6K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27KNew |
$932K - $1.27M
|
27K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.8K+ 291.2% |
$820K - $1.12M
|
31.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.7K+ 71.22% |
$783K - $1.07M
|
54.6K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22K+ 2.61% |
$758K - $1.03M
|
865K
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20.5KNew |
$706K - $963K
|
20.5K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.4KNew |
$702K - $958K
|
20.4K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
20KNew |
$690K - $940K
|
20K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.4KNew |
$635K - $865K
|
18.4K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
18.3KNew |
$630K - $859K
|
18.3K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$525K - $716K
|
15.2K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.1KNew |
$520K - $708K
|
15.1K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$507K - $692K
|
14.7K
$856K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.2KNew |
$455K - $621K
|
13.2K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13KNew |
$449K - $612K
|
13K
$757K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
12K+ 17865.67% |
$413K - $563K
|
12K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.3KNew |
$390K - $532K
|
11.3K
$658K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11KNew |
$378K - $516K
|
11K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.56K+ 37.6% |
$295K - $403K
|
31.3K
$1.82M
|