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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$34.5 - $47
|
551
$31.7K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.56KNew |
$88.1K - $120K
|
2.56K
$147K
|
|
Q3 2023 | |||||||
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.75KNew |
$98.1K - $116K
|
2.75K
$158K
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13.2KNew |
$470K - $558K
|
13.2K
$758K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.16KNew |
$41.2K - $48.9K
|
1.16K
$66.5K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
PUT |
100KNew |
$3.57M - $4.23M
|
100K
$5.75M
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.5K- 78.13% |
$89.1K - $106K
|
700
$40.3K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
254+ 20.65% |
$9.06K - $10.8K
|
1.48K
$85.4K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
19.1K+ 45.19% |
$681K - $808K
|
61.4K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
83+ 1.01% |
$2.96K - $3.51K
|
8.29K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
283New |
$10.1K - $12K
|
283
$16.3K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.2KNew |
$78.5K - $93.1K
|
2.2K
$127K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.3KNew |
$581K - $690K
|
16.3K
$938K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.47K- 15.81% |
$266K - $316K
|
39.8K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
300New |
$10.7K - $12.7K
|
300
$17.3K
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
35.3KNew |
$1.26M - $1.49M
|
35.3K
$2.03M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43New |
$1.53K - $1.82K
|
43
$2.47K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
145KNew |
$5.17M - $6.14M
|
145K
$8.35M
|
|
Q2 2023 | |||||||
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.05% |
$128 - $153
|
8.29K
$477K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
340K+ 212.5% |
$10.8M - $13M
|
500K
$28.8M
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
4.27K+ 74.23% |
$136K - $163K
|
10K
$577K
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.08KNew |
$289K - $347K
|
9.08K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94.3KNew |
$3.01M - $3.61M
|
94.3K
$5.43M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
365+ 4.06% |
$11.6K - $14K
|
9.35K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
11.6KNew |
$370K - $444K
|
11.6K
$668K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-2.42K- 22.78% |
$77.2K - $92.5K
|
8.2K
$472K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$702 - $841
|
22
$1.27K
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
17.3KNew |
$552K - $661K
|
17.3K
$995K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
215New |
$6.86K - $8.22K
|
215
$12.4K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100New |
$3.19K - $3.82K
|
100
$5.75K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50New |
$1.6K - $1.91K
|
50
$2.88K
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
34KNew |
$1.08M - $1.3M
|
34K
$1.96M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.86% |
$128 - $153
|
467
$26.9K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.15KNew |
$68.6K - $82.2K
|
2.15K
$124K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.87% |
$128 - $153
|
463
$26.6K
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-52.6K- 62.09% |
$1.68M - $2.01M
|
32.1K
$1.85M
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
130KNew |
$4.15M - $4.97M
|
130K
$7.48M
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
12.6KNew |
$401K - $480K
|
12.6K
$723K
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
5.99KNew |
$191K - $229K
|
5.99K
$344K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-230- 3.31% |
$7.34K - $8.79K
|
6.72K
$387K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.44% |
$3.19K - $3.82K
|
4K
$230K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.4K- 53.8% |
$365K - $437K
|
9.82K
$565K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.9% |
$63.8 - $76.5
|
224
$12.9K
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
78New |
$2.74K - $3.93K
|
78
$4.49K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
35.6K+ 70.97% |
$1.25M - $1.79M
|
85.7K
$4.93M
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
37.5KNew |
$1.32M - $1.89M
|
37.5K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
10.7KNew |
$375K - $538K
|
10.7K
$614K
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-107- 1.16% |
$3.76K - $5.4K
|
9.11K
$524K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
56.3KNew |
$1.98M - $2.84M
|
56.3K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
21KNew |
$738K - $1.06M
|
21K
$1.21M
|