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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-116- 87.22% |
$6.59K - $7.6K
|
17
$1.09K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150- 57.25% |
$8.52K - $9.82K
|
112
$7.19K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-159- 1.11% |
$9.04K - $10.4K
|
14.2K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-166- 19.42% |
$9.43K - $10.9K
|
689
$44.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-175- 30.12% |
$9.95K - $11.5K
|
406
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-194- 12.65% |
$11K - $12.7K
|
1.34K
$86K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-202- 19.65% |
$11.5K - $13.2K
|
826
$53K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-208- 4.55% |
$11.8K - $13.6K
|
4.37K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-209- 17.99% |
$11.9K - $13.7K
|
953
$61.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-209- 4.03% |
$11.9K - $13.7K
|
4.98K
$320K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-234- 37.38% |
$13.3K - $15.3K
|
392
$25.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-237- 3.57% |
$13.5K - $15.5K
|
6.41K
$411K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-265- 3.19% |
$15.1K - $17.4K
|
8.05K
$516K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-283- 6.38% |
$16.1K - $18.5K
|
4.16K
$267K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-290- 62.5% |
$16.5K - $19K
|
174
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-300- 5.03% |
$17K - $19.6K
|
5.67K
$364K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-315- 6.26% |
$17.9K - $20.6K
|
4.72K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-328- 8.03% |
$18.6K - $21.5K
|
3.76K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-350- 2.19% |
$19.9K - $22.9K
|
15.6K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-362- 6.77% |
$20.6K - $23.7K
|
4.98K
$320K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-370- 4.14% |
$21K - $24.2K
|
8.56K
$549K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-374- 6.18% |
$21.3K - $24.5K
|
5.68K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-387- 28.75% |
$22K - $25.3K
|
959
$61.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-398- 7.57% |
$22.6K - $26.1K
|
4.86K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-400- 5.78% |
$22.7K - $26.2K
|
6.52K
$418K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 62.5% |
$22.7K - $26.2K
|
240
$15.4K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-400- 5.78% |
$22.7K - $26.2K
|
6.52K
$418K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-406- 10.44% |
$23.1K - $26.6K
|
3.48K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-418- 7.95% |
$23.8K - $27.4K
|
4.84K
$311K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-426- 9.35% |
$24.2K - $27.9K
|
4.13K
$265K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-449- 14.43% |
$25.5K - $29.4K
|
2.66K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-450- 2.92% |
$25.6K - $29.5K
|
14.9K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-498- 76.5% |
$28.3K - $32.6K
|
153
$9.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-564- 47.43% |
$32.1K - $36.9K
|
625
$40.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-565- 3.69% |
$32.1K - $37K
|
14.7K
$946K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-577- 20.15% |
$32.8K - $37.8K
|
2.29K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-632- 1.47% |
$35.9K - $41.4K
|
42.5K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-637- 12.16% |
$36.2K - $41.7K
|
4.6K
$295K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-678- 0.37% |
$38.5K - $44.4K
|
181K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-685- 8.51% |
$38.9K - $44.9K
|
7.37K
$473K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-721- 6.24% |
$41K - $47.2K
|
10.8K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-727- 10.39% |
$41.3K - $47.6K
|
6.27K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-744- 3.58% |
$42.3K - $48.7K
|
20K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-867- 56.01% |
$49.3K - $56.8K
|
681
$43.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-887- 10.39% |
$50.4K - $58.1K
|
7.65K
$491K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1K- 37.04% |
$56.8K - $65.5K
|
1.7K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 20.2% |
$56.8K - $65.5K
|
3.95K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 2.48% |
$56.9K - $65.6K
|
39.4K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.02K- 17.14% |
$57.7K - $66.5K
|
4.91K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 9.9% |
$58.3K - $67.1K
|
9.33K
$599K
|