Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.26KNew |
$299K - $360K
|
5.26K
$331K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 113.63% |
$284K - $342K
|
9.39K
$590K
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.9KNew |
$278K - $336K
|
4.9K
$308K
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.7K+ 0.39% |
$267K - $322K
|
1.21M
$76.1M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56KNew |
$259K - $312K
|
4.56K
$286K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.5K+ 94.48% |
$256K - $309K
|
9.27K
$583K
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.39KNew |
$249K - $301K
|
4.39K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.16KNew |
$236K - $285K
|
4.16K
$261K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$233K - $281K
|
4.1K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4K+ 74.07% |
$227K - $274K
|
9.4K
$591K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.99K+ 83.26% |
$227K - $273K
|
8.78K
$552K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.89KNew |
$221K - $267K
|
3.89K
$245K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.86KNew |
$219K - $264K
|
3.86K
$243K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.52K+ 9.48% |
$200K - $241K
|
40.6K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.49KNew |
$198K - $239K
|
3.49K
$219K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.44KNew |
$195K - $236K
|
3.44K
$216K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 10.81% |
$175K - $211K
|
31.5K
$1.98M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.06K+ 8.19% |
$174K - $210K
|
40.4K
$2.54M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3K+ 39.05% |
$170K - $206K
|
10.7K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.45K+ 5.45% |
$139K - $168K
|
47.3K
$2.97M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26K+ 31.72% |
$128K - $155K
|
9.39K
$590K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.17K+ 22.25% |
$123K - $149K
|
11.9K
$749K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2K+ 57.65% |
$114K - $137K
|
5.46K
$343K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 2.26% |
$101K - $122K
|
80.7K
$5.07M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.69K+ 37.58% |
$95.8K - $116K
|
6.17K
$388K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.58K+ 6.56% |
$89.5K - $108K
|
25.6K
$1.61M
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.48KNew |
$83.9K - $101K
|
1.48K
$92.8K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.4KNew |
$79.6K - $96K
|
1.4K
$88K
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.21K+ 0.61% |
$68.9K - $83.1K
|
199K
$12.5M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.2K+ 25.0% |
$68.2K - $82.2K
|
6K
$377K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$67.6K - $81.5K
|
1.19K
$74.7K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.17K+ 12.33% |
$66.5K - $80.2K
|
10.7K
$670K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 19.12% |
$64.7K - $78K
|
7.09K
$446K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 11.14% |
$61.9K - $74.6K
|
10.9K
$683K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
933+ 14.49% |
$53K - $63.9K
|
7.37K
$463K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
774+ 8.0% |
$44K - $53K
|
10.4K
$657K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
774+ 379.41% |
$44K - $53K
|
978
$61.5K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
689+ 3.7% |
$39.2K - $47.2K
|
19.3K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
679+ 5.96% |
$38.6K - $46.5K
|
12.1K
$759K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
621+ 225.82% |
$35.3K - $42.6K
|
896
$56.3K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
615+ 4.32% |
$35K - $42.2K
|
14.9K
$934K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
613+ 3.67% |
$34.8K - $42K
|
17.3K
$1.09M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
580New |
$33K - $39.8K
|
580
$36.5K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
554+ 6.1% |
$31.5K - $38K
|
9.64K
$606K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
550+ 5.93% |
$31.3K - $37.7K
|
9.82K
$617K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
464New |
$26.4K - $31.8K
|
464
$29.2K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
431+ 3.09% |
$24.5K - $29.5K
|
14.4K
$903K
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
400+ 8.7% |
$22.7K - $27.4K
|
5K
$314K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$22.7K - $27.4K
|
400
$25.1K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
400+ 166.67% |
$22.7K - $27.4K
|
640
$40.2K
|