Purchases and Sales Made in Q1 2022 in Spdr S&P Regional Banking ETF (KRE)
This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P REGIONAL BANKING ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
300New |
$20.1K - $23.6K
|
300
$19.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
292New |
$19.6K - $23K
|
292
$18.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
285+ 1.85% |
$19.1K - $22.5K
|
15.7K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
283+ 3.66% |
$19K - $22.3K
|
8.01K
$514K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
280+ 6.49% |
$18.8K - $22.1K
|
4.59K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
274+ 4.84% |
$18.4K - $21.6K
|
5.93K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
266+ 3.51% |
$17.8K - $21K
|
7.85K
$504K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
265New |
$17.8K - $20.9K
|
265
$17K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
265+ 4.17% |
$17.8K - $20.9K
|
6.61K
$424K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
246+ 59.56% |
$16.5K - $19.4K
|
659
$42.3K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
245+ 2.22% |
$16.4K - $19.3K
|
11.3K
$723K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
245+ 5.06% |
$16.4K - $19.3K
|
5.09K
$327K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
235+ 2.62% |
$15.7K - $18.5K
|
9.2K
$590K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232New |
$15.5K - $18.3K
|
232
$14.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
177+ 1.75% |
$11.9K - $13.9K
|
10.3K
$661K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
165+ 1.3% |
$11.1K - $13K
|
12.8K
$823K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
158New |
$10.6K - $12.4K
|
158
$10.1K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
158New |
$10.6K - $12.4K
|
158
$10.1K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
150+ 6.86% |
$10.1K - $11.8K
|
2.34K
$150K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$9.62K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
144+ 5.76% |
$9.65K - $11.3K
|
2.64K
$170K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
133+ 16.63% |
$8.91K - $10.5K
|
933
$59.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
132+ 49.62% |
$8.85K - $10.4K
|
398
$25.5K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
130+ 1.19% |
$8.71K - $10.2K
|
11K
$708K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
126+ 252.0% |
$8.44K - $9.93K
|
176
$11.3K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
125New |
$8.38K - $9.85K
|
125
$8.02K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
122+ 0.49% |
$8.18K - $9.61K
|
25.2K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
121+ 2.74% |
$8.11K - $9.53K
|
4.55K
$292K
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
108+ 2.46% |
$7.24K - $8.51K
|
4.5K
$288K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101+ 5.27% |
$6.77K - $7.96K
|
2.02K
$129K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 49.02% |
$6.7K - $7.88K
|
304
$19.5K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
99+ 2.55% |
$6.63K - $7.8K
|
3.98K
$255K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
84+ 1.6% |
$5.63K - $6.62K
|
5.33K
$342K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
80+ 4.86% |
$5.36K - $6.3K
|
1.73K
$111K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
76+ 0.93% |
$5.09K - $5.99K
|
8.28K
$531K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
75+ 0.47% |
$5.03K - $5.91K
|
15.9K
$1.02M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
75+ 2.0% |
$5.03K - $5.91K
|
3.83K
$245K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 7.1% |
$4.96K - $5.83K
|
1.12K
$71.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
72+ 72.0% |
$4.82K - $5.67K
|
172
$11K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
70+ 0.49% |
$4.69K - $5.51K
|
14.5K
$930K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60New |
$4.02K - $4.73K
|
60
$3.85K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59New |
$3.95K - $4.65K
|
59
$3.79K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$3.35K - $3.94K
|
50
$3.21K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$3.35K - $3.94K
|
50
$3.21K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 6.06% |
$2.68K - $3.15K
|
700
$44.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 0.83% |
$2.68K - $3.15K
|
4.84K
$311K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
34New |
$2.28K - $2.68K
|
34
$2.18K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33New |
$2.21K - $2.6K
|
33
$2.12K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.21% |
$1.74K - $2.05K
|
12.6K
$810K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
25+ 0.34% |
$1.68K - $1.97K
|
7.43K
$477K
|