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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-776Closed |
$32.1K - $42.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50Closed |
$2.07K - $2.75K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-380Closed |
$15.7K - $20.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-6KClosed |
$248K - $330K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-645Closed |
$26.7K - $35.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-50Closed |
$2.07K - $2.75K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.07KClosed |
$85.6K - $114K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-17.3KClosed |
$716K - $952K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 0.82% |
$2.9K - $3.85K
|
8.49K
$489K
|
|
Apr 20, 2021
Q1 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.8KClosed |
$199K - $264K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-32Closed |
$952 - $1.34K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.6KNew |
$196K - $276K
|
6.6K
$380K
|
|
Feb 16, 2021
Q4 2020
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-7.65KClosed |
$228K - $320K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-1.5MClosed |
$44.6M - $62.7M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.6KClosed |
$314K - $441K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-17.8KClosed |
$528K - $743K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.28M+ 2560.0% |
$38.1M - $53.5M
|
1.33M
$76.5M
|
|
Feb 11, 2021
Q4 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-76.7KClosed |
$2.28M - $3.21M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.9KClosed |
$205K - $289K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.71KClosed |
$229K - $322K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Marshall & Sullivan Inc
|
SELL
|
- |
-215KClosed |
$6.4M - $9M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
400New |
$11.9K - $16.7K
|
400
$23K
|
|
Jan 25, 2021
Q4 2020
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.2KNew |
$184K - $259K
|
6.2K
$357K
|
|
Jan 21, 2021
Q4 2020
|
Pendal Group LTD
|
SELL
|
- |
-25KClosed |
$744K - $1.05M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-160Closed |
$4.51K - $5.41K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-28.1KClosed |
$792K - $950K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20Closed |
$564 - $677
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-72.2KClosed |
$2.04M - $2.44M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-100KClosed |
$2.82M - $3.38M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-880Closed |
$24.8K - $29.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7KNew |
$197K - $237K
|
7K
$403K
|
|
Nov 13, 2020
Q3 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
781KNew |
$22M - $26.4M
|
781K
$44.9M
|
|
Nov 13, 2020
Q3 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.5KClosed |
$635K - $761K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-757Closed |
$21.4K - $25.6K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.67KClosed |
$132K - $158K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-7.31KClosed |
$206K - $247K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-500Closed |
$14.1K - $16.9K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-71Closed |
$2K - $2.4K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-64Closed |
$1.81K - $2.17K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.2KClosed |
$317K - $380K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-97.2KClosed |
$2.74M - $3.29M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-39.8KClosed |
$1.12M - $1.35M
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-141Closed |
$3.98K - $4.77K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-2.71KClosed |
$66.3K - $103K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
300New |
$7.34K - $11.4K
|
300
$17.3K
|
|
Aug 14, 2020
Q2 2020
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-115Closed |
$2.81K - $4.35K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.18KClosed |
$77.7K - $120K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11.2KClosed |
$274K - $424K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18.3KClosed |
$448K - $694K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
114New |
$2.79K - $4.31K
|
114
$6.56K
|