Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81K+ 18.79% |
$103K - $119K
|
11.5K
$735K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.67K+ 21.78% |
$94.8K - $109K
|
9.33K
$598K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 2.06% |
$94.3K - $109K
|
82.4K
$5.29M
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.51K+ 43.86% |
$86K - $99.1K
|
4.96K
$318K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.42K+ 15.88% |
$80.4K - $92.7K
|
10.3K
$663K
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.4K+ 0.7% |
$79.5K - $91.6K
|
201K
$12.9M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.34K+ 15.25% |
$76.4K - $88K
|
10.2K
$652K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.19K+ 22.57% |
$67.7K - $78K
|
6.47K
$415K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.15K+ 7.82% |
$65.6K - $75.6K
|
15.9K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.15K+ 33.03% |
$65.1K - $75.1K
|
4.62K
$296K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.13K+ 4.81% |
$64.3K - $74.1K
|
24.7K
$1.58M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.06KNew |
$60.5K - $69.7K
|
1.06K
$68.3K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 8.68% |
$59.4K - $68.5K
|
13.1K
$840K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
994+ 28.0% |
$56.5K - $65.1K
|
4.54K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
900+ 20.45% |
$51.1K - $58.9K
|
5.3K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
857New |
$48.7K - $56.1K
|
857
$55K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
841New |
$47.8K - $55.1K
|
841
$54K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
701+ 14.32% |
$39.8K - $45.9K
|
5.6K
$359K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
689New |
$39.2K - $45.1K
|
689
$44.2K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
645+ 7.34% |
$36.7K - $42.2K
|
9.43K
$605K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
644+ 11.79% |
$36.6K - $42.2K
|
6.11K
$392K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
638+ 1.83% |
$36.3K - $41.8K
|
35.5K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
629+ 2.99% |
$35.7K - $41.2K
|
21.6K
$1.39M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
626+ 3.62% |
$35.6K - $41K
|
17.9K
$1.15M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
608+ 4.09% |
$34.6K - $39.8K
|
15.5K
$992K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
600New |
$34.1K - $39.3K
|
600
$38.5K
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
475+ 0.93% |
$27K - $31.1K
|
51.4K
$3.3M
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
475+ 243.59% |
$27K - $31.1K
|
670
$43K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$25.6K - $29.5K
|
450
$28.9K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
442New |
$25.1K - $28.9K
|
442
$28.4K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$22.7K - $26.2K
|
400
$25.7K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
367+ 61.17% |
$20.9K - $24K
|
967
$62K
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
320+ 1.42% |
$18.2K - $21K
|
22.8K
$1.46M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
304New |
$17.3K - $19.9K
|
304
$19.5K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 16.9% |
$16.1K - $18.6K
|
1.96K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
283New |
$16.1K - $18.5K
|
283
$18.2K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
275+ 121.15% |
$15.6K - $18K
|
502
$32.2K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
258+ 0.68% |
$14.7K - $16.9K
|
38.1K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$11.4K - $13.1K
|
200
$12.8K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
175+ 5.09% |
$9.95K - $11.5K
|
3.62K
$232K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
167+ 2.71% |
$9.49K - $10.9K
|
6.34K
$407K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
157+ 2.64% |
$8.92K - $10.3K
|
6.1K
$392K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
145+ 39.62% |
$8.24K - $9.5K
|
511
$32.8K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
140New |
$7.96K - $9.17K
|
140
$8.98K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
102+ 0.7% |
$5.8K - $6.68K
|
14.8K
$947K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100New |
$5.68K - $6.55K
|
100
$6.42K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$5.68K - $6.55K
|
100
$6.42K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$5.68K - $6.55K
|
100
$6.42K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
84New |
$4.77K - $5.5K
|
84
$5.39K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
78New |
$4.43K - $5.11K
|
78
$5K
|