Latest Institutional Transactions on Spdr S&P Regional Banking ETF (KRE)
This table provides information on the latest institutional transactions involving Spdr S&P Regional Banking ETF (KRE) 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 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-20.3KClosed |
$1.15M - $1.33M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
28New |
$1.59K - $1.83K
|
28
$1.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100New |
$5.68K - $6.55K
|
100
$6.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.19K- 39.32% |
$238K - $274K
|
6.47K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
645+ 7.34% |
$36.7K - $42.2K
|
9.43K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
324KNew |
$18.4M - $21.2M
|
324K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.33KNew |
$133K - $153K
|
2.33K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.6K- 10.23% |
$90.9K - $105K
|
14K
$953K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-328- 8.03% |
$18.6K - $21.5K
|
3.76K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
PUT |
3.09M+ 9076.47% |
$175M - $202M
|
3.12M
$212M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
140New |
$7.96K - $9.17K
|
140
$9.51K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.33K- 45.2% |
$189K - $218K
|
4.04K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-237- 3.57% |
$13.5K - $15.5K
|
6.41K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.56K- 42.44% |
$146K - $168K
|
3.47K
$236K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-632- 1.47% |
$35.9K - $41.4K
|
42.5K
$2.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.56K- 13.49% |
$145K - $168K
|
16.4K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.93KNew |
$223K - $257K
|
3.93K
$267K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-362- 6.77% |
$20.6K - $23.7K
|
4.98K
$339K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 5.72% |
$155K - $178K
|
44.9K
$3.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-418- 7.95% |
$23.8K - $27.4K
|
4.84K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.11% |
$284 - $327
|
4.55K
$309K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
7.37KNew |
$419K - $482K
|
7.37K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-400- 62.5% |
$22.7K - $26.2K
|
240
$16.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.58K- 10.09% |
$147K - $169K
|
23K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
320+ 1.42% |
$18.2K - $21K
|
22.8K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.09KNew |
$176K - $203K
|
3.09K
$210K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$5.68K - $6.55K
|
100
$6.79K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
33+ 0.7% |
$1.88K - $2.16K
|
4.74K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
8.38K+ 7.71% |
$476K - $549K
|
117K
$7.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
475+ 243.59% |
$27K - $31.1K
|
670
$45.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2.53K- 5.34% |
$144K - $166K
|
44.9K
$3.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-290- 62.5% |
$16.5K - $19K
|
174
$11.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
50New |
$2.84K - $3.27K
|
50
$3.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.72% |
$56.8 - $65.5
|
59
$4.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.04% |
$114 - $131
|
4.72K
$320K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
701+ 14.32% |
$39.8K - $45.9K
|
5.6K
$380K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
284+ 16.9% |
$16.1K - $18.6K
|
1.96K
$133K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-208- 4.55% |
$11.8K - $13.6K
|
4.37K
$297K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-2.3K- 53.49% |
$131K - $151K
|
2K
$136K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
60+ 120.0% |
$3.41K - $3.93K
|
110
$7.47K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.02K- 17.14% |
$57.7K - $66.5K
|
4.91K
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
304New |
$17.3K - $19.9K
|
304
$20.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-31.6K- 40.11% |
$1.8M - $2.07M
|
47.3K
$3.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
600New |
$34.1K - $39.3K
|
600
$40.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.76K- 84.25% |
$441K - $508K
|
1.45K
$98.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-116- 87.22% |
$6.59K - $7.6K
|
17
$1.15K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-51.2K- 97.93% |
$2.91M - $3.51M
|
1.08K
$73.4K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-95K- 23.52% |
$5.4M - $6.51M
|
309K
$21M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.17K- 33.07% |
$294K - $354K
|
10.5K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
191KNew |
$10.8M - $13.1M
|
191K
$13M
|
|