Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.85K+ 7.93% |
$230K - $264K
|
52.4K
$3.5M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$229K - $263K
|
3.83K
$256K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.64KNew |
$218K - $250K
|
3.64K
$243K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.61K+ 13.09% |
$216K - $248K
|
31.2K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.6KNew |
$216K - $247K
|
3.6K
$241K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59K+ 5.35% |
$215K - $246K
|
70.7K
$4.72M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.46KNew |
$207K - $237K
|
3.46K
$231K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.02KNew |
$181K - $207K
|
3.02K
$202K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.01KNew |
$180K - $207K
|
3.01K
$201K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.97K+ 36.35% |
$178K - $204K
|
11.1K
$744K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.97K+ 24.89% |
$178K - $203K
|
14.9K
$994K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
2.87K+ 2122.22% |
$172K - $197K
|
3K
$200K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.54K+ 47.34% |
$152K - $174K
|
7.89K
$527K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.5K+ 250.0% |
$150K - $172K
|
3.5K
$234K
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.47K+ 20.09% |
$148K - $169K
|
14.7K
$985K
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 2.98% |
$142K - $162K
|
81.7K
$5.46M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.23K+ 2.91% |
$133K - $153K
|
78.9K
$5.27M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.17K+ 23.81% |
$130K - $149K
|
11.3K
$753K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.04K+ 29.48% |
$122K - $140K
|
8.94K
$597K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.01KNew |
$120K - $138K
|
2.01K
$134K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.97K+ 4.09% |
$118K - $135K
|
50.2K
$3.35M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.96K+ 9.04% |
$117K - $134K
|
23.6K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.88K+ 11.66% |
$113K - $129K
|
18K
$1.2M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.86K+ 33.43% |
$111K - $128K
|
7.42K
$496K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.79K+ 1.36% |
$107K - $123K
|
133K
$8.9M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.7K+ 283.33% |
$102K - $117K
|
2.3K
$154K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.58KNew |
$94.6K - $108K
|
1.58K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 69.32% |
$91.3K - $105K
|
3.73K
$249K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.38K+ 2.62% |
$82.4K - $94.5K
|
53.9K
$3.6M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.37K+ 30.59% |
$82.3K - $94.3K
|
5.87K
$392K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2K+ 181.67% |
$71.8K - $82.3K
|
1.86K
$124K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.1K+ 3.16% |
$65.8K - $75.4K
|
35.9K
$2.4M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.08K+ 3.47% |
$64.7K - $74.2K
|
32.2K
$2.15M
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
1.07K+ 7.18% |
$64.3K - $73.7K
|
16K
$1.07M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.05K+ 5.15% |
$62.9K - $72.1K
|
21.5K
$1.43M
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1K+ 0.52% |
$59.9K - $68.7K
|
195K
$13M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1K+ 4.05% |
$59.9K - $68.6K
|
25.7K
$1.72M
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
968+ 24.38% |
$58K - $66.4K
|
4.94K
$330K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
940+ 27.44% |
$56.3K - $64.5K
|
4.37K
$292K
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
803+ 5.3% |
$48.1K - $55.1K
|
16K
$1.07M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
774+ 16.17% |
$46.3K - $53.1K
|
5.56K
$372K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
733+ 14.98% |
$43.9K - $50.3K
|
5.63K
$376K
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
722+ 17.04% |
$43.2K - $49.5K
|
4.96K
$331K
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
709+ 4.03% |
$42.4K - $48.6K
|
18.3K
$1.22M
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
701+ 5.39% |
$42K - $48.1K
|
13.7K
$916K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
689+ 415.06% |
$41.3K - $47.3K
|
855
$57.1K
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
604+ 5.41% |
$36.2K - $41.4K
|
11.8K
$787K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
600+ 14.13% |
$35.9K - $41.2K
|
4.85K
$324K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
590+ 9.4% |
$35.3K - $40.5K
|
6.86K
$459K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 43.4% |
$29.9K - $34.3K
|
1.65K
$110K
|