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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
278+ 1.59% |
$14.3K - $17.4K
|
17.8K
$933K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 2.77% |
$12.1K - $14.8K
|
8.75K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$10.3K - $12.6K
|
200
$10.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 4.28% |
$9.7K - $11.9K
|
4.61K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 5.45% |
$8.21K - $10K
|
3.1K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
141New |
$7.24K - $8.85K
|
141
$7.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
128New |
$6.57K - $8.03K
|
128
$6.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
125New |
$6.42K - $7.85K
|
125
$6.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
115+ 8.07% |
$5.9K - $7.22K
|
1.54K
$80.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
110New |
$5.65K - $6.9K
|
110
$5.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.13K - $6.28K
|
100
$5.25K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
99+ 1.14% |
$5.08K - $6.21K
|
8.8K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.62K - $5.65K
|
90
$4.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
89New |
$4.57K - $5.59K
|
89
$4.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
86+ 3.13% |
$4.41K - $5.4K
|
2.83K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86New |
$4.41K - $5.4K
|
86
$4.52K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
82New |
$4.21K - $5.15K
|
82
$4.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
57+ 0.49% |
$2.93K - $3.58K
|
11.8K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$2.82K - $3.45K
|
55
$2.89K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45New |
$2.31K - $2.82K
|
45
$2.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
30+ 0.48% |
$1.54K - $1.88K
|
6.3K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.54K - $1.88K
|
30
$1.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$1.49K - $1.82K
|
4.88K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14New |
$719 - $879
|
14
$735
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$154 - $188
|
5.63K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.61% |
$154 - $188
|
496
$26K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.75% |
$154 - $188
|
405
$21.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.82% |
$154 - $188
|
367
$19.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$103 - $126
|
342
$18K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$51.3 - $62.8
|
3.93K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 60.0% |
$308 - $377
|
4
$210
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.13% |
$411 - $502
|
6.08K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.41% |
$924 - $1.13K
|
4.37K
$230K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 24.18% |
$1.13K - $1.38K
|
69
$3.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 1.5% |
$1.28K - $1.57K
|
1.65K
$86.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-35- 0.38% |
$1.8K - $2.2K
|
9.18K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-45- 3.7% |
$2.31K - $2.82K
|
1.17K
$61.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.51% |
$3.13K - $3.83K
|
11.9K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 1.61% |
$3.39K - $4.14K
|
4.03K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-66- 0.8% |
$3.39K - $4.14K
|
8.15K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-99- 2.02% |
$5.08K - $6.21K
|
4.8K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-100- 2.49% |
$5.13K - $6.28K
|
3.92K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-170- 1.8% |
$8.73K - $10.7K
|
9.29K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-188- 4.39% |
$9.65K - $11.8K
|
4.09K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-225- 3.91% |
$11.5K - $14.1K
|
5.53K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-250- 2.63% |
$12.8K - $15.7K
|
9.24K
$485K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-305- 2.83% |
$15.7K - $19.1K
|
10.5K
$549K
|