Purchases and Sales Made in Q4 2024 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$154 - $188
|
5.63K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.61% |
$154 - $188
|
496
$29.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.75% |
$154 - $188
|
405
$24K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$103 - $126
|
342
$20.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$51.3 - $62.8
|
3.93K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.13% |
$411 - $502
|
6.08K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.41% |
$924 - $1.13K
|
4.37K
$259K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 24.18% |
$1.13K - $1.38K
|
69
$4.09K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 1.5% |
$1.28K - $1.57K
|
1.65K
$97.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-45- 3.7% |
$2.31K - $2.82K
|
1.17K
$69.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 1.61% |
$3.39K - $4.14K
|
4.03K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-99- 2.02% |
$5.08K - $6.21K
|
4.8K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-170- 1.8% |
$8.73K - $10.7K
|
9.29K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-188- 4.39% |
$9.65K - $11.8K
|
4.09K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-225- 3.91% |
$11.5K - $14.1K
|
5.53K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-250- 2.63% |
$12.8K - $15.7K
|
9.24K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-350- 9.59% |
$18K - $22K
|
3.3K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-400- 3.32% |
$20.5K - $25.1K
|
11.7K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-460- 5.83% |
$23.6K - $28.9K
|
7.43K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-503- 10.13% |
$25.8K - $31.6K
|
4.46K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-536- 27.33% |
$27.5K - $33.6K
|
1.43K
$84.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-670- 12.72% |
$34.4K - $42K
|
4.6K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.25K- 99.92% |
$64.2K - $78.5K
|
1
$59.3
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.91K- 0.68% |
$98.2K - $120K
|
280K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.55K- 33.2% |
$131K - $160K
|
5.13K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.23K- 32.77% |
$217K - $266K
|
8.69K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.86K- 43.51% |
$249K - $305K
|
6.31K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-13.8K- 3.67% |
$706K - $863K
|
361K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15K- 68.93% |
$768K - $940K
|
6.75K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15.5K- 3.65% |
$797K - $974K
|
410K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-30.9K- 98.47% |
$1.59M - $1.94M
|
480
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-81.2K- 86.2% |
$4.17M - $5.1M
|
13K
$771K
|