Latest Institutional Transactions on Spdr S&P Bank ETF (KBE)
This table provides information on the latest institutional transactions involving Spdr S&P Bank ETF (KBE) 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.53K- 50.96% |
$368K - $446K
|
8.21K
$472K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62KNew |
$70K - $85K
|
1.62K
$93.4K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$34.5K - $41.9K
|
800
$46K
|
|
Nov 14, 2022
Q3 2022
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-27.8K- 50.0% |
$1.2M - $1.45M
|
27.8K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.71KNew |
$419K - $508K
|
9.71K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.03% |
$474 - $576
|
31.8K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
17KNew |
$733K - $889K
|
17K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
694+ 6.29% |
$29.9K - $36.3K
|
11.7K
$675K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-41.5K- 76.94% |
$1.79M - $2.17M
|
12.5K
$716K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-151Closed |
$6.51K - $7.9K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.6% |
$1.51K - $1.83K
|
5.84K
$336K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$449K - $545K
|
10.4K
$600K
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$231K - $280K
|
5.35K
$308K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$197K - $239K
|
4.58K
$263K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$862K - $1.05M
|
20K
$1.15M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$43.1 - $52.3
|
1
$57.5
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 50.0% |
$4.31K - $5.23K
|
100
$5.75K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 1.43% |
$4.31K - $5.23K
|
6.9K
$397K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 1.56% |
$6.29K - $7.64K
|
9.48K
$545K
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.28K- 20.53% |
$55K - $66.7K
|
4.93K
$284K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$23K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-915Closed |
$39.2K - $47.5K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-36- 35.29% |
$1.54K - $1.87K
|
66
$3.8K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$42.8 - $51.9
|
1
$57.5
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-66.1KClosed |
$2.83M - $3.43M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.55KClosed |
$195K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-271KClosed |
$11.6M - $14.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-60.4KClosed |
$2.59M - $3.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-50Closed |
$2.14K - $2.59K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-8.35KClosed |
$358K - $433K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-9.42KClosed |
$403K - $489K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-6.01KClosed |
$257K - $312K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-7.74KClosed |
$331K - $402K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-35Closed |
$1.5K - $1.82K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.59KClosed |
$239K - $290K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-38Closed |
$1.63K - $1.97K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.5K- 25.0% |
$107K - $130K
|
7.5K
$432K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.29KNew |
$312K - $378K
|
7.29K
$419K
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.3K- 18.25% |
$55.7K - $67.4K
|
5.82K
$335K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 480.81% |
$2.04M - $2.47M
|
57.5K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.81KNew |
$206K - $250K
|
4.81K
$277K
|
|
Aug 12, 2022
Q2 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-30K- 15.79% |
$1.28M - $1.56M
|
160K
$9.21M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.48KClosed |
$149K - $181K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$634K - $768K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-39.4K- 99.6% |
$1.69M - $2.04M
|
160
$9.21K
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-200Closed |
$8.56K - $10.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 17.37% |
$51.6K - $62.5K
|
5.73K
$330K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.15KClosed |
$177K - $215K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.63KClosed |
$69.6K - $84.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-450Closed |
$19.3K - $23.3K
|
0
$0
|