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 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$4.03K - $4.65K
|
71
$4.56K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
66+ 0.34% |
$3.75K - $4.32K
|
19.5K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
60+ 120.0% |
$3.41K - $3.93K
|
110
$7.06K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 2.1% |
$3.18K - $3.67K
|
2.72K
$175K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50New |
$2.84K - $3.27K
|
50
$3.21K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
33+ 0.7% |
$1.88K - $2.16K
|
4.74K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
33+ 22.0% |
$1.88K - $2.16K
|
183
$11.7K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
32New |
$1.82K - $2.1K
|
32
$2.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
31+ 0.44% |
$1.76K - $2.03K
|
7.12K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
28New |
$1.59K - $1.83K
|
28
$1.8K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 0.71% |
$1.53K - $1.77K
|
3.84K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.25% |
$1.53K - $1.77K
|
10.9K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.65% |
$1.48K - $1.7K
|
4.01K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
20+ 0.26% |
$1.14K - $1.31K
|
7.76K
$498K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$1.02K - $1.18K
|
18
$1.15K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
16+ 0.37% |
$909 - $1.05K
|
4.31K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.73% |
$739 - $851
|
1.79K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$511 - $589
|
9
$577
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.72% |
$398 - $458
|
977
$62.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$341 - $393
|
6
$385
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.11% |
$284 - $327
|
4.55K
$292K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$284 - $327
|
11.5K
$735K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5+ 0.11% |
$284 - $327
|
4.39K
$282K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.7% |
$227 - $262
|
579
$37.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$170 - $196
|
4.72K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $131
|
4.72K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2+ 0.18% |
$114 - $131
|
1.1K
$70.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.6% |
$114 - $131
|
337
$21.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.49% |
$114 - $131
|
410
$26.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.89% |
$56.8 - $65.5
|
113
$7.25K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.37% |
$56.8 - $65.5
|
74
$4.75K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.72% |
$56.8 - $65.5
|
59
$3.79K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.96% |
$56.8 - $65.5
|
105
$6.74K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.22% |
$56.8 - $65.5
|
46
$2.95K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.02% |
$56.8 - $65.5
|
4.59K
$295K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.02% |
$114 - $131
|
13.1K
$839K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 1.93% |
$341 - $393
|
305
$19.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-7- 0.08% |
$398 - $458
|
8.76K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-10- 0.24% |
$568 - $655
|
4.22K
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-12- 0.24% |
$682 - $786
|
4.91K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 4.05% |
$739 - $851
|
308
$19.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.41% |
$796 - $917
|
3.41K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 1.68% |
$1.36K - $1.57K
|
1.4K
$90K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 2.45% |
$1.36K - $1.57K
|
954
$61.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.14% |
$1.7K - $1.96K
|
21.8K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 1.27% |
$2.56K - $2.95K
|
3.51K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-50- 0.14% |
$2.84K - $3.27K
|
36K
$2.31M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-60- 2.55% |
$3.41K - $3.93K
|
2.29K
$147K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-80- 2.15% |
$4.55K - $5.24K
|
3.65K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-83- 0.32% |
$4.72K - $5.44K
|
26.2K
$1.68M
|