Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 19.87% |
$46.3K - $71.1K
|
4.42K
$300K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.12K- 8.55% |
$47.2K - $72.4K
|
12K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.25% |
$47.6K - $73K
|
88.8K
$6.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.17K- 14.26% |
$49.4K - $75.8K
|
7.04K
$477K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.25K- 18.15% |
$52.7K - $80.8K
|
5.62K
$381K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.29K- 71.99% |
$54.5K - $83.6K
|
502
$34K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.33K- 1.99% |
$56K - $85.8K
|
65.2K
$4.42M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.34K- 8.4% |
$56.6K - $86.8K
|
14.6K
$989K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 14.88% |
$59.4K - $91.1K
|
8.04K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 13.61% |
$62.3K - $95.6K
|
9.37K
$635K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.5K- 8.31% |
$63.1K - $96.9K
|
16.5K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.53K- 93.63% |
$64.5K - $99K
|
104
$7.05K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.54K- 0.62% |
$64.9K - $99.5K
|
248K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.7K- 18.09% |
$71.8K - $110K
|
7.7K
$522K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 6.86% |
$75.9K - $116K
|
24.4K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.8K- 9.49% |
$76.1K - $117K
|
17.2K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.93K- 17.75% |
$81.4K - $125K
|
8.93K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.94K- 14.83% |
$82K - $126K
|
11.2K
$756K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.11K- 9.39% |
$89.3K - $137K
|
20.4K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.28K- 85.62% |
$96.3K - $148K
|
383
$26K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.63K- 38.86% |
$111K - $170K
|
4.13K
$280K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.91K- 21.98% |
$123K - $189K
|
10.3K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.91K- 32.13% |
$123K - $189K
|
6.15K
$417K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.04K- 29.83% |
$128K - $197K
|
7.15K
$485K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.17K- 13.34% |
$134K - $206K
|
20.6K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-3.49K- 22.32% |
$147K - $226K
|
12.1K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.71K- 23.31% |
$157K - $240K
|
12.2K
$827K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.18K- 91.03% |
$177K - $271K
|
412
$27.9K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.38K- 67.72% |
$185K - $284K
|
2.09K
$142K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.43K- 32.72% |
$187K - $287K
|
9.1K
$617K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.71K- 43.49% |
$199K - $305K
|
6.12K
$415K
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.84K- 47.91% |
$204K - $314K
|
5.26K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.96K- 47.2% |
$210K - $322K
|
5.55K
$376K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.14K- 52.49% |
$217K - $333K
|
4.65K
$315K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2K- 17.57% |
$220K - $337K
|
24.4K
$1.65M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.77K- 14.71% |
$244K - $374K
|
33.5K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.86K- 18.29% |
$247K - $380K
|
26.2K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.02K- 53.84% |
$254K - $390K
|
5.16K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.56K- 84.54% |
$277K - $425K
|
1.2K
$81.3K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.96K- 31.35% |
$294K - $451K
|
15.2K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.96K- 60.79% |
$294K - $451K
|
4.49K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.07K- 14.39% |
$299K - $458K
|
42.1K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.58K- 33.7% |
$320K - $491K
|
14.9K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7.65K- 82.53% |
$323K - $496K
|
1.62K
$110K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.54K- 47.91% |
$361K - $554K
|
9.29K
$630K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.8K- 59.98% |
$372K - $570K
|
5.87K
$398K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.38K- 53.4% |
$396K - $607K
|
8.18K
$555K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-9.58K- 26.52% |
$405K - $621K
|
26.5K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 14.05% |
$427K - $655K
|
61.8K
$4.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.5K- 55.68% |
$442K - $678K
|
8.33K
$565K
|