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 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 69.07% |
$59.3K - $68.3K
|
467
$30.2K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.06K- 96.29% |
$60.5K - $69.7K
|
41
$2.65K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.07K- 60.58% |
$60.7K - $69.9K
|
695
$44.9K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.07K- 6.32% |
$60.9K - $70.2K
|
15.9K
$1.03M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 25.27% |
$61.4K - $70.7K
|
3.19K
$206K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 6.91% |
$63.6K - $73.3K
|
15.1K
$974K
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.25K- 10.79% |
$71K - $81.9K
|
10.3K
$668K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.26K- 17.61% |
$71.4K - $82.3K
|
5.88K
$380K
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.54% |
$72.8K - $83.9K
|
26.9K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 18.36% |
$73.5K - $84.7K
|
5.75K
$372K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 27.44% |
$73.6K - $84.8K
|
3.43K
$221K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.32K- 39.72% |
$75.2K - $86.6K
|
2.01K
$130K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.34K- 8.34% |
$75.9K - $87.4K
|
14.7K
$948K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.38K- 1.88% |
$78.1K - $90K
|
71.9K
$4.65M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.48K- 13.06% |
$83.8K - $96.6K
|
9.82K
$635K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.48K- 16.27% |
$84.2K - $97K
|
7.62K
$492K
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 4.75% |
$85.2K - $98.2K
|
30.1K
$1.94M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.52K- 14.25% |
$86.5K - $99.7K
|
9.16K
$592K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 12.83% |
$88K - $101K
|
10.5K
$680K
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.6K- 10.23% |
$90.9K - $105K
|
14K
$907K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.69K- 14.24% |
$96.2K - $111K
|
10.2K
$659K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 14.01% |
$99.3K - $114K
|
10.7K
$693K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 4.1% |
$99.6K - $115K
|
41K
$2.65M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.79K- 8.69% |
$102K - $117K
|
18.8K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.87K- 3.49% |
$106K - $122K
|
51.7K
$3.34M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.88K- 2.86% |
$107K - $123K
|
63.7K
$4.12M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.11K- 13.56% |
$120K - $138K
|
13.4K
$869K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.12K- 17.82% |
$121K - $139K
|
9.79K
$633K
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.14K- 17.48% |
$122K - $140K
|
10.1K
$653K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.15K- 13.71% |
$122K - $141K
|
13.5K
$874K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.16K- 23.54% |
$123K - $142K
|
7.02K
$454K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 29.1% |
$127K - $146K
|
5.44K
$351K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.4K- 15.82% |
$136K - $157K
|
12.8K
$824K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.49K- 23.81% |
$141K - $163K
|
7.96K
$514K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.52K- 26.83% |
$143K - $165K
|
6.87K
$444K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2.53K- 5.34% |
$144K - $166K
|
44.9K
$2.9M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.56K- 13.49% |
$145K - $168K
|
16.4K
$1.06M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.56K- 42.44% |
$146K - $168K
|
3.47K
$225K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.58K- 10.09% |
$147K - $169K
|
23K
$1.49M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.58K- 37.22% |
$147K - $169K
|
4.36K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-2.67K- 3.23% |
$152K - $175K
|
80.2K
$5.19M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 5.72% |
$155K - $178K
|
44.9K
$2.9M
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 5.64% |
$188K - $216K
|
55.2K
$3.57M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.33K- 45.2% |
$189K - $218K
|
4.04K
$261K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.52K- 8.23% |
$200K - $230K
|
39.2K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.52K- 18.11% |
$200K - $230K
|
15.9K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.79K- 17.51% |
$215K - $248K
|
17.8K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.19K- 39.32% |
$238K - $274K
|
6.47K
$418K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.35K- 99.2% |
$247K - $285K
|
35
$2.26K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.43K- 12.16% |
$252K - $290K
|
32K
$2.07M
|