Latest Institutional Transactions on Spdr S&P Regional Banking ETF (KRE)
This table provides information on the latest institutional transactions involving Spdr S&P Regional Banking ETF (KRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.53K+ 81.88% |
$149K - $229K
|
7.84K
$457K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-156- 3.14% |
$6.59K - $10.1K
|
4.81K
$280K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.18KNew |
$49.8K - $76.3K
|
1.18K
$68.6K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.82KNew |
$246K - $377K
|
5.82K
$339K
|
|
Q4 2022 | |||||||
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.16K- 23.54% |
$123K - $142K
|
7.02K
$409K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71New |
$4.03K - $4.65K
|
71
$4.13K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
8.47K+ 45.89% |
$481K - $555K
|
26.9K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-498- 76.5% |
$28.3K - $32.6K
|
153
$8.91K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.63K- 2.77% |
$263K - $303K
|
163K
$9.47M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
629+ 2.99% |
$35.7K - $41.2K
|
21.6K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
84New |
$4.77K - $5.5K
|
84
$4.89K
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400KNew |
$22.7M - $26.2M
|
400K
$23.3M
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-30.2K- 47.78% |
$1.72M - $1.98M
|
33K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
50KNew |
$2.84M - $3.27M
|
50K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
50KNew |
$2.84M - $3.27M
|
50K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20.3KClosed |
$1.15M - $1.33M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
28New |
$1.59K - $1.83K
|
28
$1.63K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100New |
$5.68K - $6.55K
|
100
$5.82K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.19K- 39.32% |
$238K - $274K
|
6.47K
$377K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
645+ 7.34% |
$36.7K - $42.2K
|
9.43K
$549K
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
324KNew |
$18.4M - $21.2M
|
324K
$18.9M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.33KNew |
$133K - $153K
|
2.33K
$136K
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.6K- 10.23% |
$90.9K - $105K
|
14K
$817K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-328- 8.03% |
$18.6K - $21.5K
|
3.76K
$219K
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
PUT |
3.09M+ 9076.47% |
$175M - $202M
|
3.12M
$182M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
140New |
$7.96K - $9.17K
|
140
$8.15K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.33K- 45.2% |
$189K - $218K
|
4.04K
$235K
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-237- 3.57% |
$13.5K - $15.5K
|
6.41K
$373K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.56K- 42.44% |
$146K - $168K
|
3.47K
$202K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-632- 1.47% |
$35.9K - $41.4K
|
42.5K
$2.47M
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.93KNew |
$223K - $257K
|
3.93K
$229K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-362- 6.77% |
$20.6K - $23.7K
|
4.98K
$290K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-418- 7.95% |
$23.8K - $27.4K
|
4.84K
$282K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.11% |
$284 - $327
|
4.55K
$265K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
7.37KNew |
$419K - $482K
|
7.37K
$429K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 62.5% |
$22.7K - $26.2K
|
240
$14K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.58K- 10.09% |
$147K - $169K
|
23K
$1.34M
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
320+ 1.42% |
$18.2K - $21K
|
22.8K
$1.33M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.09KNew |
$176K - $203K
|
3.09K
$180K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$5.68K - $6.55K
|
100
$5.82K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
33+ 0.7% |
$1.88K - $2.16K
|
4.74K
$276K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
475+ 243.59% |
$27K - $31.1K
|
670
$39K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2.53K- 5.34% |
$144K - $166K
|
44.9K
$2.61M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-290- 62.5% |
$16.5K - $19K
|
174
$10.1K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50New |
$2.84K - $3.27K
|
50
$2.91K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.72% |
$56.8 - $65.5
|
59
$3.43K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $131
|
4.72K
$275K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
701+ 14.32% |
$39.8K - $45.9K
|
5.6K
$326K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 16.9% |
$16.1K - $18.6K
|
1.96K
$114K
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-208- 4.55% |
$11.8K - $13.6K
|
4.37K
$254K
|