Purchases and Sales Made in Q3 2021 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
60New |
$2.83K - $3.22K
|
60
$3.38K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$2.36K - $2.68K
|
50
$2.82K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
42+ 0.4% |
$1.98K - $2.25K
|
10.6K
$595K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
42+ 0.4% |
$1.98K - $2.25K
|
10.6K
$595K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
31+ 2.06% |
$1.46K - $1.66K
|
1.53K
$86.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
29+ 0.51% |
$1.37K - $1.56K
|
5.69K
$321K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
23+ 24.21% |
$1.09K - $1.23K
|
118
$6.65K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.44% |
$755 - $858
|
3.62K
$204K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
10+ 0.25% |
$472 - $537
|
3.95K
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.11% |
$472 - $537
|
9.34K
$527K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.17% |
$330 - $376
|
4.03K
$227K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.03% |
$236 - $268
|
16.1K
$906K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$94.4 - $107
|
4.79K
$270K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.45% |
$94.4 - $107
|
446
$25.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.46% |
$94.4 - $107
|
439
$24.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.79% |
$94.4 - $107
|
254
$14.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$94.4 - $107
|
730
$41.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.43% |
$94.4 - $107
|
463
$26.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$47.2 - $53.7
|
1
$56.4
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.47% |
$47.2 - $53.7
|
212
$12K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$47.2 - $53.7
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-13Closed |
$614 - $697
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-22- 0.14% |
$1.04K - $1.18K
|
16.2K
$915K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-43- 7.34% |
$2.03K - $2.31K
|
543
$30.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-44Closed |
$2.08K - $2.36K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 5.74% |
$2.83K - $3.22K
|
985
$55.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-69- 0.69% |
$3.26K - $3.7K
|
9.96K
$562K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-97- 1.17% |
$4.58K - $5.2K
|
8.22K
$463K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-125- 0.86% |
$5.9K - $6.71K
|
14.3K
$809K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-152Closed |
$7.17K - $8.15K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-153- 1.11% |
$7.22K - $8.21K
|
13.6K
$766K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 3.78% |
$7.93K - $9.01K
|
4.27K
$241K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-175Closed |
$8.26K - $9.39K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-200- 4.65% |
$9.44K - $10.7K
|
4.1K
$231K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-200- 50.0% |
$9.44K - $10.7K
|
200
$11.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 27.78% |
$9.44K - $10.7K
|
520
$29.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-200- 0.74% |
$9.44K - $10.7K
|
26.8K
$1.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-235- 25.35% |
$11.1K - $12.6K
|
692
$39K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-251- 3.58% |
$11.8K - $13.5K
|
6.76K
$381K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-267- 32.76% |
$12.6K - $14.3K
|
548
$30.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-275- 0.53% |
$13K - $14.8K
|
51.6K
$2.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-275- 2.44% |
$13K - $14.8K
|
11K
$619K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-287- 3.35% |
$13.5K - $15.4K
|
8.29K
$467K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-301Closed |
$14.2K - $16.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-329- 6.04% |
$15.5K - $17.7K
|
5.12K
$289K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-393- 7.99% |
$18.5K - $21.1K
|
4.53K
$255K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-394- 5.59% |
$18.6K - $21.1K
|
6.65K
$375K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 13.13% |
$18.8K - $21.4K
|
2.64K
$149K
|