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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.62KClosed |
$206K - $247K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-11.5KClosed |
$652K - $783K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.78KClosed |
$215K - $258K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.75KClosed |
$498K - $597K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-125Closed |
$7.11K - $8.53K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
$611K - $733K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-174KClosed |
$9.91M - $11.9M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.81KClosed |
$216K - $260K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-26.5KClosed |
$1.51M - $1.81M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-68.7KClosed |
$3.91M - $4.69M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
129KNew |
$7.31M - $8.77M
|
129K
$7.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.49K- 46.95% |
$198K - $238K
|
3.94K
$230K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-73.9KClosed |
$4.2M - $5.04M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.21KClosed |
$68.8K - $82.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 8.98% |
$352K - $422K
|
75.1K
$4.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 12.96% |
$81.1K - $97.4K
|
9.59K
$558K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.67KClosed |
$379K - $455K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-80.5KClosed |
$4.58M - $5.49M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
25.4K+ 4.67% |
$1.44M - $1.73M
|
570K
$33.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.04KClosed |
$173K - $208K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.85K+ 105.45% |
$219K - $263K
|
7.5K
$437K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-150- 16.18% |
$8.53K - $10.2K
|
777
$45.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.4KClosed |
$250K - $300K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.12KClosed |
$177K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-150- 0.97% |
$8.53K - $10.2K
|
15.4K
$896K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$11.4K - $13.6K
|
200
$11.6K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.04KClosed |
$173K - $207K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
396New |
$22.5K - $27K
|
396
$23.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-9.48KClosed |
$539K - $647K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
427New |
$24.3K - $29.1K
|
427
$24.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1K+ 3.51% |
$57.1K - $68.5K
|
29.6K
$1.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-150Closed |
$8.53K - $10.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.41KClosed |
$308K - $369K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
117New |
$6.65K - $7.98K
|
117
$6.81K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3KClosed |
$171K - $205K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-292Closed |
$16.6K - $19.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-68.5KClosed |
$3.89M - $4.67M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.28KClosed |
$471K - $565K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-3.15KClosed |
$179K - $215K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
54New |
$3.07K - $3.68K
|
54
$3.14K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$17.1K - $20.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
520+ 9.78% |
$29.6K - $35.5K
|
5.84K
$340K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.98KClosed |
$226K - $272K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-43.1KClosed |
$2.45M - $2.94M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.01KClosed |
$171K - $206K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2023
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
230KNew |
$15.4M - $18.1M
|
230K
$13.4M
|
|
|
May 15, 2023
Q1 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
747KNew |
$50.1M - $58.8M
|
747K
$43.5M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42Closed |
$2.81K - $3.31K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.1KNew |
$275K - $323K
|
4.1K
$239K
|
|