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 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-73- 6.86% |
$2.82K - $3.93K
|
991
$62.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-75- 6.47% |
$2.89K - $4.04K
|
1.09K
$68.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-94- 0.55% |
$3.63K - $5.06K
|
17.1K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-104- 99.05% |
$4.01K - $5.6K
|
1
$63.1
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 32.41% |
$4.51K - $6.3K
|
244
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-122- 1.76% |
$4.71K - $6.57K
|
6.8K
$429K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-124- 1.37% |
$4.78K - $6.67K
|
8.9K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-128- 1.19% |
$4.94K - $6.89K
|
10.6K
$668K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-131- 98.5% |
$5.05K - $7.05K
|
2
$126
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-166- 0.14% |
$6.4K - $8.93K
|
121K
$7.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-178- 0.86% |
$6.87K - $9.58K
|
20.6K
$1.3M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-200- 72.73% |
$7.71K - $10.8K
|
75
$4.73K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 1.75% |
$7.71K - $10.8K
|
11.2K
$708K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-201Closed |
$7.75K - $10.8K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-206- 2.02% |
$7.95K - $11.1K
|
9.99K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-210- 3.37% |
$8.1K - $11.3K
|
6.03K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-250- 55.56% |
$9.64K - $13.5K
|
200
$12.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-275- 3.44% |
$10.6K - $14.8K
|
7.72K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-277- 0.87% |
$10.7K - $14.9K
|
31.5K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300- 27.86% |
$11.6K - $16.1K
|
777
$49K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-300- 2.15% |
$11.6K - $16.1K
|
13.7K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-306- 5.83% |
$11.8K - $16.5K
|
4.94K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-307- 8.22% |
$11.8K - $16.5K
|
3.43K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-351- 70.06% |
$13.5K - $18.9K
|
150
$9.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-375- 23.81% |
$14.5K - $20.2K
|
1.2K
$75.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-386- 49.81% |
$14.9K - $20.8K
|
389
$24.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-399- 40.22% |
$15.4K - $21.5K
|
593
$37.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-418- 53.05% |
$16.1K - $22.5K
|
370
$23.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-431- 8.3% |
$16.6K - $23.2K
|
4.76K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-446- 8.46% |
$17.2K - $24K
|
4.83K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-447- 8.33% |
$17.2K - $24.1K
|
4.92K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-471- 7.93% |
$18.2K - $25.3K
|
5.47K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-473- 64.71% |
$18.2K - $25.5K
|
258
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 6.59% |
$19.3K - $26.9K
|
7.09K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-500- 6.61% |
$19.3K - $26.9K
|
7.07K
$446K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-504- 5.83% |
$19.4K - $27.1K
|
8.15K
$514K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 8.62% |
$21.2K - $29.6K
|
5.83K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-600- 54.55% |
$23.1K - $32.3K
|
500
$31.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-655- 3.27% |
$25.3K - $35.3K
|
19.4K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-683- 0.6% |
$26.3K - $36.8K
|
113K
$7.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-800- 19.28% |
$30.9K - $43.1K
|
3.35K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-815- 0.46% |
$31.4K - $43.9K
|
177K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-819- 16.64% |
$31.6K - $44.1K
|
4.1K
$259K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-900- 4.27% |
$34.7K - $48.4K
|
20.2K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-906- 11.75% |
$34.9K - $48.8K
|
6.8K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1K- 1.98% |
$38.6K - $53.8K
|
49.5K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1K- 7.46% |
$38.6K - $53.8K
|
12.4K
$782K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1K- 2.87% |
$38.6K - $53.9K
|
34K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.02K- 19.59% |
$39.2K - $54.7K
|
4.18K
$263K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-1.04K- 20.32% |
$40.3K - $56.2K
|
4.09K
$258K
|