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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 46.51% |
$6.68K - $7.55K
|
315
$19.9K
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
100+ 0.63% |
$6.68K - $7.55K
|
15.9K
$1M
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$6.68K - $7.55K
|
100
$6.31K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
96New |
$6.41K - $7.24K
|
96
$6.05K
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
72+ 2.3% |
$4.81K - $5.43K
|
3.21K
$202K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
70+ 0.54% |
$4.68K - $5.28K
|
13.1K
$828K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.0% |
$4.34K - $4.9K
|
3.32K
$209K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 13.97% |
$4.28K - $4.83K
|
522
$32.9K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
60New |
$4.01K - $4.53K
|
60
$3.78K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
57New |
$3.81K - $4.3K
|
57
$3.59K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 1.48% |
$3.54K - $4K
|
3.65K
$230K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
52+ 1.77% |
$3.47K - $3.92K
|
2.98K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.38% |
$3.41K - $3.85K
|
13.4K
$843K
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
50+ 0.85% |
$3.34K - $3.77K
|
5.92K
$373K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
42New |
$2.81K - $3.17K
|
42
$2.65K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
42New |
$2.81K - $3.17K
|
42
$2.65K
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
29+ 0.56% |
$1.94K - $2.19K
|
5.17K
$326K
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
28New |
$1.87K - $2.11K
|
28
$1.77K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 108.33% |
$1.74K - $1.96K
|
50
$3.15K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 100.0% |
$1.67K - $1.89K
|
50
$3.15K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.41% |
$1.6K - $1.81K
|
5.91K
$373K
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.41% |
$1.6K - $1.81K
|
5.91K
$373K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
21New |
$1.4K - $1.58K
|
21
$1.32K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$1.34K - $1.51K
|
20
$1.26K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15+ 0.04% |
$1K - $1.13K
|
33.8K
$2.13M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14+ 0.4% |
$935 - $1.06K
|
3.51K
$221K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
9+ 0.15% |
$601 - $679
|
6.11K
$385K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$401 - $453
|
6
$378
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
5+ 0.13% |
$334 - $377
|
3.75K
$237K
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.13% |
$267 - $302
|
3.02K
$190K
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.71% |
$267 - $302
|
566
$35.7K
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
4+ 0.09% |
$267 - $302
|
4.67K
$294K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.25% |
$267 - $302
|
1.63K
$103K
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
3+ 0.01% |
$200 - $226
|
23.2K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.75% |
$200 - $226
|
401
$25.3K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$134 - $151
|
12.8K
$809K
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$66.8 - $75.5
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-6Closed |
$401 - $453
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6- 8.57% |
$401 - $453
|
64
$4.04K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14Closed |
$935 - $1.06K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-15- 0.5% |
$1K - $1.13K
|
2.96K
$187K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-20Closed |
$1.34K - $1.51K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-21- 0.03% |
$1.4K - $1.58K
|
73.6K
$4.64M
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.34% |
$1.67K - $1.89K
|
7.25K
$457K
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-25- 1.56% |
$1.67K - $1.89K
|
1.58K
$99.3K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.19% |
$1.87K - $2.11K
|
14.8K
$930K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-35- 0.31% |
$2.34K - $2.64K
|
11.2K
$709K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35Closed |
$2.34K - $2.64K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-43- 0.29% |
$2.87K - $3.24K
|
14.7K
$925K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-53- 3.12% |
$3.54K - $4K
|
1.65K
$104K
|