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 10, 2023
Q4 2022
|
Granger Management LLC
|
SELL
|
- |
-3.3K- 28.45% |
$145K - $165K
|
8.3K
$468K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.11K- 83.49% |
$92.3K - $105K
|
417
$23.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
144New |
$6.3K - $7.2K
|
144
$8.12K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1.26M+ 314.7% |
$55.1M - $62.9M
|
1.66M
$93.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-100- 1.84% |
$4.38K - $5K
|
5.35K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-22.2K- 52.74% |
$973K - $1.11M
|
19.9K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122- 2.32% |
$5.34K - $6.1K
|
5.14K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-323K- 96.03% |
$14.1M - $16.1M
|
13.3K
$752K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274New |
$12K - $13.7K
|
274
$15.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 36.91% |
$46.4K - $52.9K
|
1.81K
$102K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$465K - $531K
|
10.6K
$599K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-745- 90.85% |
$32.6K - $37.2K
|
75
$4.23K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.9K- 1.68% |
$127K - $145K
|
170K
$9.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35New |
$1.53K - $1.75K
|
35
$1.97K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$87.5 - $100
|
459
$25.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.96K- 1.86% |
$85.7K - $97.9K
|
103K
$5.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
938New |
$41.1K - $46.9K
|
938
$52.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.92KNew |
$259K - $296K
|
5.92K
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
137New |
$6K - $6.85K
|
137
$7.73K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
300New |
$13.1K - $15K
|
300
$16.9K
|
|
| Q3 2022 | |||||||
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.53K- 50.96% |
$368K - $446K
|
8.21K
$463K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$34.5K - $41.9K
|
800
$45.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62KNew |
$70K - $85K
|
1.62K
$91.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
17KNew |
$733K - $889K
|
17K
$959K
|
|
|
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
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.71KNew |
$419K - $508K
|
9.71K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.03% |
$474 - $576
|
31.8K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
694+ 6.29% |
$29.9K - $36.3K
|
11.7K
$661K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-41.5K- 76.94% |
$1.79M - $2.17M
|
12.5K
$702K
|
|
|
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
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4KNew |
$449K - $545K
|
10.4K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.6% |
$1.51K - $1.83K
|
5.84K
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$231K - $280K
|
5.35K
$302K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$197K - $239K
|
4.58K
$258K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$862K - $1.05M
|
20K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$43.1 - $52.3
|
1
$56.4
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 50.0% |
$4.31K - $5.23K
|
100
$5.64K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 1.43% |
$4.31K - $5.23K
|
6.9K
$389K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 1.56% |
$6.29K - $7.64K
|
9.48K
$534K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.28K- 20.53% |
$55K - $66.7K
|
4.93K
$278K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$22.6K
|
|
| 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
$3.72K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$42.8 - $51.9
|
1
$56.4
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
400New |
$17.1K - $20.8K
|
400
$22.6K
|
|
|
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
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 53.7% |
$1.24K - $1.5K
|
25
$1.41K
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-9.42KClosed |
$403K - $489K
|
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
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-35Closed |
$1.5K - $1.82K
|
0
$0
|
|