Purchases and Sales Made in Q4 2023 in Spdr S&P Regional Banking ETF (KRE)

KRE Quotes by TradingView

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 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.64K
New
$102K - $142K
2.64K $166K
Jan 12, 2024 Q4 2023
Fny Investment Advisers, LLC

BUY
 -
2.61K
New
$101K - $140K
2.61K $165K
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
2.55K
+ 15.1%
$98.4K - $137K
19.4K $1.23M
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.54K
+ 2.33%
$97.9K - $137K
112K $7.04M
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
2.5K
New
$96.4K - $135K
2.5K $158K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
2.29K
+ 36.6%
$88.4K - $123K
8.56K $540K
Jan 29, 2024 Q4 2023
Carnegie Capital Asset Management, LLC

BUY
 -
2.26K
+ 2.29%
$87.1K - $121K
101K $6.36M
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2.24K
+ 361.35%
$86.6K - $121K
2.87K $181K
Jan 29, 2024 Q4 2023
Friedenthal Financial

BUY
 -
2.16K
New
$83.4K - $116K
2.16K $136K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.03K
+ 14.02%
$78.1K - $109K
16.5K $1.04M
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
1.99K
+ 1.16%
$76.8K - $107K
173K $10.9M
Jan 31, 2024 Q4 2023
Naples Money Management LLC

Naples, FL
BUY
 -
1.99K
New
$76.6K - $107K
1.99K $125K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
1.87K
+ 4.39%
$72.2K - $101K
44.5K $2.8M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
1.8K
+ 5.42%
$69.4K - $96.9K
35K $2.21M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.74K
+ 31.73%
$67.2K - $93.7K
7.23K $456K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
1.73K
+ 217.25%
$66.5K - $92.8K
2.52K $159K
Feb 05, 2024 Q4 2023
Spc Financial, Inc.

BUY
 -
1.6K
+ 17.54%
$61.7K - $86.1K
10.7K $676K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.49K
+ 19.98%
$57.3K - $79.9K
8.92K $562K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
1.38K
+ 2.75%
$53.3K - $74.4K
51.6K $3.26M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
1.35K
+ 9.45%
$52K - $72.6K
15.6K $986K
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.21K
+ 24.09%
$46.8K - $65.3K
6.25K $394K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.12K
New
$43.2K - $60.3K
1.12K $70.6K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.03K
New
$39.8K - $55.6K
1.03K $65.2K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.03K
+ 16.8%
$39.8K - $55.6K
7.18K $453K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
1K
+ 3.93%
$38.6K - $53.9K
26.5K $1.67M
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1K
New
$38.6K - $53.8K
1K $63.1K
Feb 09, 2024 Q4 2023
Western Pacific Wealth Management, LP

BUY
 -
949
+ 105.44%
$36.6K - $51.1K
1.85K $117K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
900
+ 219.51%
$34.7K - $48.4K
1.31K $82.6K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
897
+ 1.62%
$34.6K - $48.3K
56.1K $3.54M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
854
+ 1.61%
$32.9K - $46K
53.9K $3.4M
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
825
+ 10.6%
$31.8K - $44.4K
8.61K $543K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
822
+ 28.66%
$31.7K - $44.2K
3.69K $233K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
712
+ 19.57%
$27.5K - $38.3K
4.35K $274K
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
707
+ 14.17%
$27.3K - $38.1K
5.7K $359K
Jan 24, 2024 Q4 2023
Proffitt & Goodson Inc

BUY
 -
695
+ 1.83%
$26.8K - $37.4K
38.6K $2.44M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
580
+ 2.97%
$22.4K - $31.2K
20.1K $1.27M
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
564
+ 49.39%
$21.8K - $30.4K
1.71K $108K
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
545
+ 11.1%
$21K - $29.3K
5.46K $344K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
500
New
$19.3K - $26.9K
500 $31.5K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
500
New
$19.3K - $26.9K
500 $31.5K
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
456
+ 5.23%
$17.6K - $24.5K
9.18K $579K
Jan 09, 2024 Q4 2023
Central Bank & Trust CO

BUY
 -
414
New
$16K - $22.3K
414 $26.1K
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
372
+ 6.32%
$14.3K - $20K
6.26K $395K
Feb 06, 2024 Q4 2023
Edge Rock Capital LLC

BUY
 -
370
New
$14.3K - $19.9K
370 $23.3K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
352
+ 4.22%
$13.6K - $18.9K
8.7K $549K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
336
New
$13K - $18.1K
336 $21.2K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
319
+ 2.26%
$12.3K - $17.2K
14.4K $910K
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
316
+ 0.39%
$12.2K - $17K
80.4K $5.07M
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
315
+ 5.43%
$12.1K - $17K
6.11K $386K

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