Purchases and Sales Made in Q1 2023 in Spdr S&P Regional Banking ETF (KRE)

KRE Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE) during Q1 2023. 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 12, 2023 Q1 2023
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
BUY
 -
3.47K
New
$146K - $225K
3.47K $226K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3.2K
New
$135K - $207K
3.2K $209K
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

BUY
 -
2.94K
New
$124K - $190K
2.94K $192K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.91K
+ 28.18%
$123K - $189K
13.2K $863K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.79K
+ 0.77%
$118K - $181K
366K $23.8M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
2.54K
+ 497.46%
$107K - $165K
3.05K $199K
May 10, 2023 Q1 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
2.38K
+ 11.69%
$100K - $154K
22.7K $1.48M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
2.38K
+ 65.7%
$100K - $154K
5.99K $390K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
2.34K
New
$98.8K - $152K
2.34K $152K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.33K
New
$98.5K - $151K
2.33K $152K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
2.26K
+ 22.29%
$95.6K - $147K
12.4K $809K
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
2.23K
+ 8.51%
$94.2K - $144K
28.4K $1.85M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
2.23K
+ 5.85%
$94.1K - $144K
40.3K $2.63M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
2.1K
+ 55.26%
$88.7K - $136K
5.9K $384K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.01K
+ 205.53%
$84.8K - $130K
2.99K $195K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2K
New
$84.5K - $130K
2K $130K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.9K
+ 38.24%
$80.4K - $123K
6.88K $448K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
1.9K
+ 11.43%
$80.4K - $123K
18.6K $1.21M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
1.84K
+ 4002.17%
$77.8K - $119K
1.89K $123K
May 15, 2023 Q1 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
1.74K
+ 0.86%
$73.3K - $112K
203K $13.2M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
1.69K
+ 37.08%
$71.2K - $109K
6.23K $406K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
1.58K
+ 45.99%
$66.5K - $102K
5K $326K
May 15, 2023 Q1 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1.5K
New
$63.4K - $97.2K
1.5K $97.7K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.5K
+ 94.04%
$63.4K - $97.2K
3.1K $202K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.45K
+ 26.57%
$61K - $93.6K
6.88K $448K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
1.41K
+ 61.68%
$59.6K - $91.4K
3.7K $241K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
1.37K
+ 10.63%
$57.8K - $88.7K
14.3K $929K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.35K
+ 24.4%
$57K - $87.5K
6.88K $448K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.32K
+ 7.34%
$55.6K - $85.3K
19.3K $1.25M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.28K
+ 320.0%
$54.1K - $82.9K
1.68K $109K
Jun 20, 2023 Q1 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
1.23K
+ 61.25%
$52K - $79.7K
3.24K $211K
Apr 24, 2023 Q1 2023
First Bancorp, Inc

BUY
 -
1.22K
+ 25.85%
$51.5K - $79K
5.94K $387K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.22K
New
$51.3K - $78.7K
1.22K $79.2K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.21K
New
$51.1K - $78.4K
1.21K $78.8K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
1.2K
New
$50.7K - $77.7K
1.2K $78.2K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
1.2K
+ 400.0%
$50.7K - $77.7K
1.5K $97.7K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
1.19K
+ 124.4%
$50.4K - $77.3K
2.15K $140K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
1.18K
New
$49.8K - $76.3K
1.18K $76.8K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.14K
New
$48.2K - $74K
1.14K $74.4K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.08K
+ 107.5%
$45.4K - $69.6K
2.08K $135K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.06K
+ 22.34%
$44.6K - $68.4K
5.78K $376K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
1.04K
New
$43.9K - $67.4K
1.04K $67.8K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
1K
+ 6.46%
$42.2K - $64.8K
16.5K $1.07M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
946
+ 86.16%
$40K - $61.3K
2.04K $133K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
922
+ 18.5%
$38.9K - $59.7K
5.91K $385K
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
919
New
$38.8K - $59.5K
919 $59.9K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
900
New
$38K - $58.3K
900 $58.6K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
830
New
$35.1K - $53.8K
830 $54.1K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
809
+ 17.53%
$34.2K - $52.4K
5.43K $353K

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