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 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7K+ 143.14% |
$242K - $329K
|
11.9K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.2KNew |
$214K - $292K
|
6.2K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07KNew |
$209K - $285K
|
6.07K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.04KNew |
$208K - $284K
|
6.04K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.73KNew |
$198K - $270K
|
5.73K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.39KNew |
$186K - $253K
|
5.39K
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.37K+ 93.65% |
$185K - $252K
|
11.1K
$665K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.36KNew |
$185K - $252K
|
5.36K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.26KNew |
$181K - $247K
|
5.26K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.15KNew |
$178K - $242K
|
5.15K
$309K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4.74KNew |
$164K - $223K
|
4.74K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.63KNew |
$160K - $218K
|
4.63K
$277K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$155K - $211K
|
4.48K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.44KNew |
$153K - $209K
|
4.44K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.35KNew |
$150K - $205K
|
4.35K
$261K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.07KNew |
$106K - $145K
|
3.07K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.96K+ 7.16% |
$102K - $139K
|
44.4K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$96.6K - $132K
|
2.8K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.58K+ 33.99% |
$89.1K - $121K
|
10.2K
$610K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.56KNew |
$88.1K - $120K
|
2.56K
$153K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.49K+ 41.97% |
$85.9K - $117K
|
8.43K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.38K+ 7.36% |
$82.2K - $112K
|
34.8K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.34K+ 28.76% |
$80.9K - $110K
|
10.5K
$629K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.87K+ 47.9% |
$64.5K - $88K
|
5.78K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 30.03% |
$62.3K - $85K
|
7.83K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.78K+ 23.97% |
$61.3K - $83.6K
|
9.2K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 13.32% |
$60.2K - $82.1K
|
14.8K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.6K+ 13.99% |
$55.3K - $75.3K
|
13K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 6.28% |
$47.6K - $64.9K
|
23.4K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 5.52% |
$47.5K - $64.8K
|
26.3K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.14K+ 19.68% |
$39.2K - $53.4K
|
6.91K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
852+ 15.85% |
$29.4K - $40.1K
|
6.23K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
800+ 11.9% |
$27.6K - $37.6K
|
7.52K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
762+ 11.16% |
$26.3K - $35.8K
|
7.59K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
713+ 0.42% |
$24.6K - $33.5K
|
169K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 6.02% |
$24.2K - $32.9K
|
12.3K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
618+ 5.37% |
$21.3K - $29.1K
|
12.1K
$727K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
590+ 12.29% |
$20.4K - $27.7K
|
5.39K
$323K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
528New |
$18.2K - $24.8K
|
528
$31.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
486+ 25.03% |
$16.8K - $22.9K
|
2.43K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
439+ 6.2% |
$15.1K - $20.6K
|
7.52K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
435+ 6.84% |
$15K - $20.5K
|
6.8K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
435New |
$15K - $20.5K
|
435
$26.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$13.8K - $18.8K
|
400
$24K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365+ 1.63% |
$12.6K - $17.2K
|
22.7K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
345+ 27.27% |
$11.9K - $16.2K
|
1.61K
$96.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
333+ 34.72% |
$11.5K - $15.7K
|
1.29K
$77.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
209+ 2.08% |
$7.21K - $9.83K
|
10.3K
$616K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.9K - $9.41K
|
200
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
130New |
$4.49K - $6.11K
|
130
$7.79K
|