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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-63.3K- 99.98% |
$3.6M - $4.32M
|
10
$650
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.03KClosed |
$172K - $207K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.08KNew |
$232K - $278K
|
4.08K
$265K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.07KClosed |
$175K - $209K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
75.1KNew |
$4.27M - $5.13M
|
75.1K
$4.88M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.95KClosed |
$168K - $201K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-3.18KClosed |
$181K - $217K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-350Closed |
$19.9K - $23.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 23.88% |
$68.2K - $81.9K
|
3.83K
$249K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$17.1K - $20.5K
|
300
$19.5K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-5.87KClosed |
$334K - $401K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-7.2KClosed |
$409K - $491K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
118KNew |
$6.7M - $8.04M
|
118K
$7.66M
|
|
Aug 08, 2022
Q2 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-3.65KClosed |
$208K - $249K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4KClosed |
$227K - $273K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-302Closed |
$17.2K - $20.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-49- 31.82% |
$2.79K - $3.34K
|
105
$6.82K
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.3KClosed |
$245K - $294K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.14KNew |
$235K - $283K
|
4.14K
$269K
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$617K - $741K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-83.9KClosed |
$4.77M - $5.73M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.91KClosed |
$166K - $199K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-249- 6.5% |
$14.2K - $17K
|
3.58K
$233K
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-20.2KClosed |
$1.15M - $1.38M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-3.01KClosed |
$171K - $206K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.98KClosed |
$169K - $203K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.62KClosed |
$206K - $247K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-11.5KClosed |
$652K - $783K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.78KClosed |
$215K - $258K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.75KClosed |
$498K - $597K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-125Closed |
$7.11K - $8.53K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
$611K - $733K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-174KClosed |
$9.91M - $11.9M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.81KClosed |
$216K - $260K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-26.5KClosed |
$1.51M - $1.81M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-68.7KClosed |
$3.91M - $4.69M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
129KNew |
$7.31M - $8.77M
|
129K
$8.35M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.49K- 46.95% |
$198K - $238K
|
3.94K
$256K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-73.9KClosed |
$4.2M - $5.04M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.21KClosed |
$68.8K - $82.6K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.19K+ 8.98% |
$352K - $422K
|
75.1K
$4.88M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 12.96% |
$81.1K - $97.4K
|
9.59K
$623K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.67KClosed |
$379K - $455K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-80.5KClosed |
$4.58M - $5.49M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
25.4K+ 4.67% |
$1.44M - $1.73M
|
570K
$37M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.04KClosed |
$173K - $208K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.85K+ 105.45% |
$219K - $263K
|
7.5K
$487K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-150- 16.18% |
$8.53K - $10.2K
|
777
$50.5K
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.4KClosed |
$250K - $300K
|
0
$0
|