Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6.5KNew |
$235K - $290K
|
6.5K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
6.12K+ 61.24% |
$221K - $273K
|
16.1K
$1.08M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.09KNew |
$220K - $271K
|
6.09K
$407K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.05KNew |
$218K - $270K
|
6.05K
$404K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.05KNew |
$218K - $270K
|
6.05K
$404K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.02KNew |
$217K - $268K
|
6.02K
$402K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 86.76% |
$215K - $266K
|
12.9K
$859K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.89K+ 38.71% |
$213K - $263K
|
21.1K
$1.41M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.89KNew |
$213K - $263K
|
5.89K
$394K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.78KNew |
$208K - $258K
|
5.78K
$386K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.75K+ 28.0% |
$208K - $257K
|
26.3K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.75KNew |
$207K - $256K
|
5.75K
$384K
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.63KNew |
$203K - $251K
|
5.63K
$376K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.56KNew |
$201K - $248K
|
5.56K
$371K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.38K+ 107.15% |
$194K - $240K
|
10.4K
$695K
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
5.23KNew |
$189K - $233K
|
5.23K
$350K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.22KNew |
$188K - $233K
|
5.22K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.22K+ 83.8% |
$188K - $233K
|
11.4K
$765K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.2K+ 21.32% |
$188K - $232K
|
29.6K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.07K+ 34.04% |
$183K - $226K
|
20K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5K+ 12.5% |
$180K - $223K
|
45K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
5KNew |
$180K - $223K
|
5K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5KNew |
$180K - $223K
|
5K
$334K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.99K+ 24.19% |
$180K - $222K
|
25.6K
$1.71M
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.6K+ 45.9% |
$166K - $205K
|
14.6K
$976K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.43K+ 23.47% |
$160K - $197K
|
23.3K
$1.56M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.07K+ 2710.67% |
$147K - $181K
|
4.22K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4KNew |
$144K - $178K
|
4K
$267K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.98K+ 68.83% |
$143K - $177K
|
9.76K
$652K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.83K+ 3.02% |
$138K - $171K
|
131K
$8.73M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.81K+ 117.67% |
$137K - $170K
|
7.05K
$471K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.78K+ 650.09% |
$136K - $168K
|
4.36K
$291K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.46KNew |
$125K - $154K
|
3.46K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.36K+ 13.71% |
$121K - $150K
|
27.9K
$1.86M
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3K+ 600.0% |
$108K - $134K
|
3.5K
$234K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.75K+ 21.57% |
$99.2K - $123K
|
15.5K
$1.04M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.58K+ 21.55% |
$93K - $115K
|
14.5K
$971K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.48K+ 20.29% |
$89.3K - $110K
|
14.7K
$981K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.4K+ 127.24% |
$86.6K - $107K
|
4.29K
$286K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.36K+ 5.86% |
$85.2K - $105K
|
42.7K
$2.85M
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2.3KNew |
$83K - $103K
|
2.3K
$154K
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.21K+ 20.79% |
$79.7K - $98.5K
|
12.8K
$857K
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
2.18K+ 15.47% |
$78.6K - $97.1K
|
16.3K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.15K+ 13.04% |
$77.6K - $95.9K
|
18.6K
$1.25M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.15K+ 22.8% |
$77.5K - $95.8K
|
11.6K
$773K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.01K+ 62.81% |
$72.5K - $89.6K
|
5.21K
$348K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.78KNew |
$64K - $79.1K
|
1.78K
$119K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.73K+ 22.08% |
$62.4K - $77.1K
|
9.57K
$639K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.64K+ 80.04% |
$59K - $72.9K
|
3.68K
$246K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.6K+ 14.37% |
$57.7K - $71.3K
|
12.7K
$851K
|