Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
400New |
$22.7K - $27.4K
|
400
$22.8K
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
400+ 8.7% |
$22.7K - $27.4K
|
5K
$285K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
400+ 166.67% |
$22.7K - $27.4K
|
640
$36.5K
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
309+ 4.07% |
$17.6K - $21.2K
|
7.91K
$450K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
289+ 182.91% |
$16.4K - $19.8K
|
447
$25.5K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
275+ 2.15% |
$15.6K - $18.8K
|
13.1K
$745K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
275New |
$15.6K - $18.8K
|
275
$15.7K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
271+ 2.55% |
$15.4K - $18.6K
|
10.9K
$622K
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
250+ 1.3% |
$14.2K - $17.1K
|
19.5K
$1.11M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
250+ 215.52% |
$14.2K - $17.1K
|
366
$20.8K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
216+ 1.64% |
$12.3K - $14.8K
|
13.4K
$764K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
216+ 1.49% |
$12.3K - $14.8K
|
14.8K
$840K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
201+ 2.57% |
$11.4K - $13.8K
|
8.04K
$458K
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$11.4K - $13.7K
|
200
$11.4K
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
195New |
$11.1K - $13.4K
|
195
$11.1K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
175+ 87.5% |
$9.95K - $12K
|
375
$21.4K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
150+ 1.91% |
$8.52K - $10.3K
|
7.99K
$455K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
100New |
$5.68K - $6.85K
|
100
$5.7K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 1.94% |
$5.68K - $6.85K
|
5.26K
$299K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$5.68K - $6.85K
|
100
$5.7K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
90+ 3.26% |
$5.11K - $6.17K
|
2.85K
$163K
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
85+ 0.58% |
$4.83K - $5.83K
|
14.7K
$835K
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
85+ 1.46% |
$4.83K - $5.83K
|
5.9K
$336K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 1.58% |
$4.6K - $5.55K
|
5.19K
$296K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
80New |
$4.55K - $5.48K
|
80
$4.56K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
75+ 0.68% |
$4.26K - $5.14K
|
11.1K
$634K
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
59New |
$3.35K - $4.04K
|
59
$3.36K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 4.26% |
$3.13K - $3.77K
|
1.35K
$76.7K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
51+ 1.09% |
$2.9K - $3.5K
|
4.72K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 3.09% |
$2.61K - $3.15K
|
1.53K
$87.4K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
37+ 0.32% |
$2.1K - $2.54K
|
11.6K
$660K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.14% |
$1.7K - $2.06K
|
21.9K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28+ 0.04% |
$1.59K - $1.92K
|
69.3K
$3.95M
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26+ 0.12% |
$1.48K - $1.78K
|
22.5K
$1.28M
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 0.58% |
$1.25K - $1.51K
|
3.81K
$217K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 5.59% |
$966 - $1.17K
|
321
$18.3K
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
14+ 0.33% |
$796 - $960
|
4.3K
$245K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12+ 0.27% |
$682 - $822
|
4.44K
$253K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.57% |
$568 - $685
|
1.78K
$101K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 0.64% |
$398 - $480
|
1.1K
$62.4K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.52% |
$284 - $343
|
970
$55.3K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.14% |
$284 - $343
|
3.55K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$227 - $274
|
11.5K
$653K
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.52% |
$170 - $206
|
575
$32.8K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$170 - $206
|
408
$23.2K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.6% |
$114 - $137
|
335
$19.1K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$56.8 - $68.5
|
4.72K
$269K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.16% |
$56.8 - $68.5
|
626
$35.7K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.97% |
$56.8 - $68.5
|
104
$5.92K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 1.75% |
$114 - $137
|
112
$6.38K
|