Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
802+ 34.07% |
$53.6K - $60.5K
|
3.16K
$199K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
793+ 10.69% |
$53K - $59.8K
|
8.21K
$518K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
788+ 11.48% |
$52.6K - $59.5K
|
7.65K
$483K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
766+ 3.82% |
$51.2K - $57.8K
|
20.8K
$1.31M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
749+ 16.55% |
$50K - $56.5K
|
5.28K
$333K
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
746+ 7.75% |
$49.8K - $56.3K
|
10.4K
$654K
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
718+ 14.54% |
$48K - $54.2K
|
5.66K
$357K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
708+ 1.82% |
$47.3K - $53.4K
|
39.6K
$2.5M
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
650New |
$43.4K - $49K
|
650
$41K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
602+ 32.38% |
$40.2K - $45.4K
|
2.46K
$155K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
565+ 26.55% |
$37.7K - $42.6K
|
2.69K
$170K
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
551+ 4.02% |
$36.8K - $41.6K
|
14.3K
$900K
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
520+ 0.19% |
$34.7K - $39.2K
|
275K
$17.4M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 1.63% |
$34.5K - $39K
|
32.2K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 100.0% |
$33.4K - $37.7K
|
1K
$63.1K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$33.4K - $37.7K
|
500
$31.5K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
461+ 2.15% |
$30.8K - $34.8K
|
21.9K
$1.38M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
457+ 14.89% |
$30.5K - $34.5K
|
3.53K
$222K
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
427New |
$28.5K - $32.2K
|
427
$26.9K
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
425New |
$28.4K - $32.1K
|
425
$26.8K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
424New |
$28.3K - $32K
|
424
$26.7K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
413New |
$27.6K - $31.2K
|
413
$26K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
410+ 1.59% |
$27.4K - $30.9K
|
26.1K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
405+ 3.86% |
$27.1K - $30.6K
|
10.9K
$688K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
378+ 6.33% |
$25.3K - $28.5K
|
6.35K
$400K
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
373+ 0.46% |
$24.9K - $28.1K
|
82.1K
$5.18M
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
362+ 1.98% |
$24.2K - $27.3K
|
18.6K
$1.18M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
355New |
$23.7K - $26.8K
|
355
$22.4K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
349+ 7.89% |
$23.3K - $26.3K
|
4.77K
$301K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
345New |
$23K - $26K
|
345
$21.8K
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
300+ 1.89% |
$20K - $22.6K
|
16.1K
$1.02M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
281+ 2.86% |
$18.8K - $21.2K
|
10.1K
$638K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
278New |
$18.6K - $21K
|
278
$17.5K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
266New |
$17.8K - $20.1K
|
266
$16.8K
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
265+ 2.06% |
$17.7K - $20K
|
13.1K
$829K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
253+ 0.7% |
$16.9K - $19.1K
|
36.2K
$2.28M
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
251+ 4.91% |
$16.8K - $18.9K
|
5.37K
$338K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212+ 2.72% |
$14.2K - $16K
|
8.01K
$505K
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
200New |
$13.4K - $15.1K
|
200
$12.6K
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
200+ 0.82% |
$13.4K - $15.1K
|
24.6K
$1.55M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 206.19% |
$13.4K - $15.1K
|
297
$18.7K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
194+ 10.88% |
$13K - $14.6K
|
1.98K
$125K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
186New |
$12.4K - $14K
|
186
$11.7K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
180New |
$12K - $13.6K
|
180
$11.4K
|
|
Feb 11, 2022
Q4 2021
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
179+ 0.32% |
$12K - $13.5K
|
56.5K
$3.56M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
154New |
$10.3K - $11.6K
|
154
$9.71K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
122New |
$8.15K - $9.2K
|
122
$7.69K
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
105+ 0.19% |
$7.02K - $7.92K
|
54.6K
$3.45M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
104+ 4.36% |
$6.95K - $7.85K
|
2.49K
$157K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
103New |
$6.88K - $7.77K
|
103
$6.5K
|