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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
590+ 9.4% |
$35.3K - $40.5K
|
6.86K
$400K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 43.4% |
$29.9K - $34.3K
|
1.65K
$96.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
500+ 4.02% |
$29.9K - $34.3K
|
12.9K
$753K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
495+ 1.46% |
$29.6K - $34K
|
34.3K
$2M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
442+ 2.52% |
$26.5K - $30.3K
|
18K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
412+ 2288.89% |
$24.7K - $28.3K
|
430
$25K
|
|
|
Oct 26, 2021
Q3 2021
|
Jcsd Capital, LLC
|
BUY
|
- |
400New |
$23.9K - $27.4K
|
400
$23.3K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$23.9K - $27.4K
|
400
$23.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
394+ 22.72% |
$23.6K - $27K
|
2.13K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
372+ 4.49% |
$22.3K - $25.5K
|
8.66K
$504K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
353New |
$21.1K - $24.2K
|
353
$20.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
313New |
$18.7K - $21.5K
|
313
$18.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
300New |
$18K - $20.6K
|
300
$17.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
278+ 1.92% |
$16.6K - $19.1K
|
14.8K
$861K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
275New |
$16.5K - $18.9K
|
275
$16K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251+ 0.28% |
$15K - $17.2K
|
90.6K
$5.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
250+ 166.67% |
$15K - $17.2K
|
400
$23.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
228+ 137.35% |
$13.7K - $15.6K
|
394
$23K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
209+ 95.0% |
$12.5K - $14.3K
|
429
$25K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
200New |
$12K - $13.7K
|
200
$11.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 0.73% |
$12K - $13.7K
|
27.6K
$1.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
188+ 8.55% |
$11.3K - $12.9K
|
2.39K
$139K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
187+ 6.82% |
$11.2K - $12.8K
|
2.93K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
179+ 0.32% |
$10.7K - $12.3K
|
56.3K
$3.28M
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
BUY
|
- |
175+ 2.42% |
$10.5K - $12K
|
7.4K
$431K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
165+ 1.6% |
$9.88K - $11.3K
|
10.5K
$612K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
165+ 0.75% |
$9.88K - $11.3K
|
22.3K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
141New |
$8.44K - $9.67K
|
141
$8.21K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133+ 1.87% |
$7.96K - $9.13K
|
7.25K
$422K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
109+ 0.84% |
$6.53K - $7.48K
|
13.1K
$764K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
97New |
$5.81K - $6.66K
|
97
$5.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
94New |
$5.63K - $6.45K
|
94
$5.48K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
78New |
$4.67K - $5.35K
|
78
$4.54K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 7.06% |
$3.59K - $4.12K
|
910
$53K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
36+ 2.54% |
$2.16K - $2.47K
|
1.46K
$84.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
36+ 0.37% |
$2.16K - $2.47K
|
9.84K
$573K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
30+ 0.41% |
$1.8K - $2.06K
|
7.28K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
30+ 0.31% |
$1.8K - $2.06K
|
9.62K
$561K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
27+ 0.53% |
$1.62K - $1.85K
|
5.14K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22+ 0.38% |
$1.32K - $1.51K
|
5.88K
$343K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22+ 0.38% |
$1.32K - $1.51K
|
5.88K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
20+ 0.41% |
$1.2K - $1.37K
|
4.9K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$838 - $961
|
14
$816
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 40.0% |
$599 - $686
|
35
$2.04K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.59% |
$479 - $549
|
1.36K
$79.2K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
8+ 0.26% |
$479 - $549
|
3.14K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6New |
$359 - $412
|
6
$350
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.5% |
$299 - $343
|
1.02K
$59.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.06% |
$180 - $206
|
4.66K
$272K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.18% |
$180 - $206
|
1.63K
$94.7K
|