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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.15K- 23.62% |
$77.6K - $95.9K
|
6.95K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 0.88% |
$78.7K - $97.2K
|
246K
$15.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.25K- 73.67% |
$81.1K - $100K
|
804
$51.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.53K- 20.34% |
$91.1K - $113K
|
9.89K
$635K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.96K- 9.75% |
$107K - $132K
|
27.4K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.97K- 12.2% |
$107K - $133K
|
21.4K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-3.05K- 34.3% |
$110K - $136K
|
5.84K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.17K- 33.99% |
$114K - $141K
|
6.16K
$395K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.25K- 2.91% |
$117K - $145K
|
108K
$6.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.9K- 11.67% |
$141K - $174K
|
29.6K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.95K- 89.38% |
$143K - $176K
|
470
$30.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.02K- 31.07% |
$145K - $179K
|
8.91K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.16K- 9.1% |
$150K - $186K
|
41.6K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 19.64% |
$153K - $189K
|
17.4K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.45K- 16.77% |
$161K - $198K
|
22.1K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-5.05K- 12.65% |
$182K - $225K
|
34.9K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.25K- 41.51% |
$189K - $234K
|
7.4K
$475K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-5.44K- 8.33% |
$196K - $242K
|
59.8K
$3.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.79K- 41.36% |
$209K - $258K
|
8.21K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.08K- 13.43% |
$219K - $271K
|
39.2K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.97K- 36.07% |
$324K - $400K
|
15.9K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.7K- 44.23% |
$350K - $433K
|
12.2K
$785K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.83K- 56.37% |
$355K - $438K
|
7.61K
$488K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-9.89K- 24.85% |
$357K - $441K
|
29.9K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10K- 45.82% |
$361K - $446K
|
11.8K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.2K- 75.62% |
$550K - $680K
|
4.92K
$315K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.8K- 17.78% |
$569K - $704K
|
73K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-18.1K- 11.0% |
$653K - $807K
|
147K
$9.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-18.3K- 16.14% |
$659K - $815K
|
94.9K
$6.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-19K- 17.14% |
$686K - $848K
|
91.9K
$5.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-19.4K- 7.79% |
$698K - $863K
|
229K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23.8K- 21.91% |
$860K - $1.06M
|
85K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.5K- 62.53% |
$1.03M - $1.27M
|
17.1K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-29.8K- 66.35% |
$1.08M - $1.33M
|
15.1K
$970K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-37.1K- 86.86% |
$1.34M - $1.66M
|
5.62K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-40K- 10.0% |
$1.44M - $1.78M
|
360K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-45K- 50.0% |
$1.62M - $2.01M
|
45K
$2.89M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 61.13% |
$2.17M - $2.69M
|
38.3K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-66.4K- 63.86% |
$2.4M - $2.96M
|
37.6K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-79.5K- 97.89% |
$2.87M - $3.55M
|
1.71K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-100K- 49.51% |
$3.62M - $4.47M
|
102K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-120K- 89.97% |
$4.33M - $5.35M
|
13.4K
$858K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-127K- 49.0% |
$4.57M - $5.65M
|
132K
$8.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 35.76% |
$5.01M - $6.2M
|
250K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-145K- 53.93% |
$5.22M - $6.45M
|
124K
$7.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-171K- 2.06% |
$6.18M - $7.64M
|
8.12M
$521M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-171K- 2.06% |
$6.18M - $7.64M
|
8.12M
$521M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-178K- 94.51% |
$6.42M - $7.94M
|
10.3K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-192K- 36.92% |
$6.93M - $8.56M
|
328K
$21M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-198K- 52.43% |
$7.13M - $8.81M
|
179K
$11.5M
|