Purchases and Sales Made in Q4 2023 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 2023. 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 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.86KNew |
$265K - $369K
|
6.86K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.84KNew |
$264K - $368K
|
6.84K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.67KNew |
$257K - $359K
|
6.67K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.39KNew |
$246K - $344K
|
6.39K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.27KNew |
$242K - $338K
|
6.27K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.23K+ 113.64% |
$240K - $335K
|
11.7K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.05K+ 5.41% |
$233K - $325K
|
118K
$6.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6KNew |
$231K - $323K
|
6K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.96KNew |
$230K - $321K
|
5.96K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.64KNew |
$217K - $303K
|
5.64K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.45K+ 26.43% |
$210K - $293K
|
26.1K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.44KNew |
$210K - $293K
|
5.44K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5.2KNew |
$201K - $280K
|
5.2K
$296K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.15K+ 2.39% |
$199K - $277K
|
221K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.13K+ 7.21% |
$198K - $276K
|
76.2K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 35.78% |
$195K - $272K
|
19.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
4.9K+ 2450.0% |
$189K - $264K
|
5.1K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.82KNew |
$186K - $260K
|
4.82K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.75K+ 19.18% |
$183K - $256K
|
29.5K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
4.74KNew |
$183K - $255K
|
4.74K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.69KNew |
$181K - $252K
|
4.69K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.65KNew |
$179K - $250K
|
4.65K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$176K - $246K
|
4.57K
$260K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.42K+ 15.67% |
$171K - $238K
|
32.7K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.3KNew |
$166K - $231K
|
4.3K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.29K+ 49.93% |
$165K - $231K
|
12.9K
$732K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.26KNew |
$164K - $229K
|
4.26K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.25KNew |
$164K - $229K
|
4.25K
$242K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.23KNew |
$163K - $227K
|
4.23K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.2KNew |
$162K - $226K
|
4.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.17K+ 52.09% |
$161K - $224K
|
12.2K
$692K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.16KNew |
$160K - $224K
|
4.16K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.13KNew |
$159K - $222K
|
4.13K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.13KNew |
$159K - $222K
|
4.13K
$235K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.11KNew |
$158K - $221K
|
4.11K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
4.04KNew |
$156K - $217K
|
4.04K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.04KNew |
$156K - $217K
|
4.04K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.99KNew |
$154K - $215K
|
3.99K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.95K+ 54.55% |
$152K - $212K
|
11.2K
$636K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.93KNew |
$152K - $212K
|
3.93K
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
3.91KNew |
$151K - $210K
|
3.91K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.83KNew |
$148K - $206K
|
3.83K
$218K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.73K+ 311.0% |
$144K - $201K
|
4.93K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
BUY
|
- |
3.73K+ 7.12% |
$144K - $201K
|
56K
$3.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.69KNew |
$142K - $199K
|
3.69K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
3.65K+ 5.52% |
$141K - $196K
|
69.7K
$3.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.63KNew |
$140K - $195K
|
3.63K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 5.64% |
$135K - $188K
|
65.4K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
3.2K+ 1.0% |
$123K - $172K
|
323K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.13K+ 136.65% |
$121K - $168K
|
5.42K
$308K
|