Purchases and Sales Made in Q4 2024 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2024. 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 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
870K+ 290.0% |
$44.7M - $54.6M
|
1.17M
$68.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
322KNew |
$16.5M - $20.2M
|
322K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
89.4KNew |
$4.59M - $5.61M
|
89.4K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
52.2KNew |
$2.68M - $3.28M
|
52.2K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
30.3KNew |
$1.56M - $1.9M
|
30.3K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6K+ 4531.54% |
$1.21M - $1.48M
|
24.1K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.97KNew |
$512K - $626K
|
9.97K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.74KNew |
$500K - $611K
|
9.74K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
8.7KNew |
$447K - $546K
|
8.7K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.05KNew |
$413K - $505K
|
8.05K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.54KNew |
$335K - $410K
|
6.54K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.44K+ 95.95% |
$279K - $342K
|
11.1K
$654K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.8KNew |
$195K - $239K
|
3.8K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15KNew |
$59K - $72.2K
|
1.15K
$67.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 23.83% |
$51.3K - $62.8K
|
5.2K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
925New |
$47.5K - $58.1K
|
925
$54.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
828New |
$42.5K - $52K
|
828
$48.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
688+ 12.32% |
$35.3K - $43.2K
|
6.27K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
649+ 6.96% |
$33.3K - $40.7K
|
9.97K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
619+ 13.61% |
$31.8K - $38.8K
|
5.17K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$15.4K - $18.8K
|
300
$17.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
278+ 1.59% |
$14.3K - $17.4K
|
17.8K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$10.3K - $12.6K
|
200
$11.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 4.28% |
$9.7K - $11.9K
|
4.61K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 5.45% |
$8.21K - $10K
|
3.1K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
141New |
$7.24K - $8.85K
|
141
$8.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.62K - $5.65K
|
90
$5.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
89New |
$4.57K - $5.59K
|
89
$5.24K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
82New |
$4.21K - $5.15K
|
82
$4.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
57+ 0.49% |
$2.93K - $3.58K
|
11.8K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$2.82K - $3.45K
|
55
$3.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14New |
$719 - $879
|
14
$824
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.82% |
$154 - $188
|
367
$21.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$154 - $188
|
5.63K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.75% |
$154 - $188
|
405
$23.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.61% |
$154 - $188
|
496
$29.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$103 - $126
|
342
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$51.3 - $62.8
|
3.93K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.41% |
$924 - $1.13K
|
4.37K
$257K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 24.18% |
$1.13K - $1.38K
|
69
$4.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 1.5% |
$1.28K - $1.57K
|
1.65K
$96.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-45- 3.7% |
$2.31K - $2.82K
|
1.17K
$68.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 1.61% |
$3.39K - $4.14K
|
4.03K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-188- 4.39% |
$9.65K - $11.8K
|
4.09K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-250- 2.63% |
$12.8K - $15.7K
|
9.24K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-503- 10.13% |
$25.8K - $31.6K
|
4.46K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-670- 12.72% |
$34.4K - $42K
|
4.6K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25K- 99.92% |
$64.2K - $78.5K
|
1
$58.9
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.55K- 33.2% |
$131K - $160K
|
5.13K
$302K
|