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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-225- 56.25% |
$8.12K - $10K
|
175
$11.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-244- 3.04% |
$8.8K - $10.9K
|
7.78K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-246- 40.26% |
$8.88K - $11K
|
365
$24.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-247- 28.65% |
$8.91K - $11K
|
615
$41.1K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-249- 5.34% |
$8.98K - $11.1K
|
4.42K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-249- 5.34% |
$8.98K - $11.1K
|
4.42K
$295K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-289- 64.65% |
$10.4K - $12.9K
|
158
$10.6K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-306- 7.91% |
$11K - $13.6K
|
3.56K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-311- 7.52% |
$11.2K - $13.9K
|
3.82K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-314- 11.74% |
$11.3K - $14K
|
2.36K
$158K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-325- 12.38% |
$11.7K - $14.5K
|
2.3K
$154K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-327- 4.85% |
$11.8K - $14.6K
|
6.41K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-359- 0.71% |
$13K - $16K
|
50.5K
$3.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-378- 90.43% |
$13.6K - $16.9K
|
40
$2.67K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-400- 3.22% |
$14.4K - $17.8K
|
12K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-451- 20.96% |
$16.3K - $20.1K
|
1.7K
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-500- 25.0% |
$18K - $22.3K
|
1.5K
$100K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 1.65% |
$18K - $22.3K
|
29.8K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-513- 1.96% |
$18.5K - $22.9K
|
25.6K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-521- 14.1% |
$18.8K - $23.2K
|
3.18K
$212K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-707- 11.43% |
$25.5K - $31.5K
|
5.48K
$366K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-724- 12.5% |
$26.1K - $32.3K
|
5.07K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-727- 4.23% |
$26.2K - $32.4K
|
16.5K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-749- 6.72% |
$27K - $33.4K
|
10.4K
$695K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-753- 12.3% |
$27.2K - $33.6K
|
5.37K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-791- 1.62% |
$28.5K - $35.3K
|
48.1K
$3.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-800- 2.55% |
$28.9K - $35.7K
|
30.6K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.04K- 0.68% |
$37.7K - $46.6K
|
152K
$10.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 17.53% |
$37.9K - $46.8K
|
4.94K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.12K- 7.64% |
$40.4K - $49.9K
|
13.5K
$905K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.2K- 0.69% |
$43.1K - $53.3K
|
173K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.2K- 15.69% |
$43.3K - $53.5K
|
6.45K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.22K- 15.14% |
$43.9K - $54.3K
|
6.82K
$456K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.26K- 4.41% |
$45.3K - $56K
|
27.2K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 19.86% |
$49.3K - $61K
|
5.52K
$369K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 19.86% |
$49.3K - $61K
|
5.52K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.39K- 7.0% |
$50.2K - $62.1K
|
18.5K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.53K- 16.65% |
$55K - $68K
|
7.64K
$510K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.59K- 16.04% |
$57.4K - $71K
|
8.34K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.63K- 19.53% |
$58.7K - $72.5K
|
6.7K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.78K- 19.0% |
$64.2K - $79.4K
|
7.59K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.83K- 25.92% |
$65.8K - $81.4K
|
5.22K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.83K- 11.68% |
$65.9K - $81.5K
|
13.8K
$923K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.87K- 94.93% |
$67.5K - $83.5K
|
100
$6.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.97K- 21.24% |
$71.2K - $88K
|
7.32K
$489K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.98K- 24.32% |
$71.4K - $88.3K
|
6.16K
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 87.34% |
$72.2K - $89.2K
|
290
$19.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.03K- 7.76% |
$73.3K - $90.6K
|
24.1K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.07K- 5.01% |
$74.6K - $92.2K
|
39.2K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.12K- 5.01% |
$76.6K - $94.6K
|
40.2K
$2.69M
|