Purchases and Sales Made in Q1 2022 in Spdr S&P Regional Banking ETF (KRE)
This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P REGIONAL BANKING ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-197- 5.94% |
$13.2K - $15.5K
|
3.12K
$198K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-200Closed |
$13.4K - $15.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-200- 3.31% |
$13.4K - $15.8K
|
5.83K
$371K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-200- 81.3% |
$13.4K - $15.8K
|
46
$2.93K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-215- 2.55% |
$14.4K - $16.9K
|
8.21K
$522K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-229- 15.43% |
$15.3K - $18K
|
1.26K
$79.8K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-252- 46.58% |
$16.9K - $19.9K
|
289
$18.4K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-278Closed |
$18.6K - $21.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-278- 8.63% |
$18.6K - $21.9K
|
2.94K
$187K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-278- 4.2% |
$18.6K - $21.9K
|
6.34K
$403K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 1.88% |
$20.1K - $23.6K
|
15.6K
$994K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$20.1K - $23.6K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-345Closed |
$23.1K - $27.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-350- 1.1% |
$23.5K - $27.6K
|
31.6K
$2.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-351- 9.32% |
$23.5K - $27.7K
|
3.41K
$217K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-365- 2.0% |
$24.5K - $28.8K
|
17.9K
$1.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-375- 2.61% |
$25.1K - $29.5K
|
14K
$890K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-400- 74.91% |
$26.8K - $31.5K
|
134
$8.52K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-425Closed |
$28.5K - $33.5K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-427Closed |
$28.6K - $33.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-430- 3.81% |
$28.8K - $33.9K
|
10.9K
$691K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-431- 61.93% |
$28.9K - $34K
|
265
$16.9K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-458- 5.71% |
$30.7K - $36.1K
|
7.56K
$481K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-493- 4.39% |
$33K - $38.8K
|
10.7K
$683K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-519Closed |
$34.8K - $40.9K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-536- 6.53% |
$35.9K - $42.2K
|
7.68K
$488K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-564- 2.71% |
$37.8K - $44.4K
|
20.2K
$1.29M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-590- 62.77% |
$39.5K - $46.5K
|
350
$22.3K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-600- 3.72% |
$40.2K - $47.3K
|
15.5K
$988K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-678- 12.22% |
$45.4K - $53.4K
|
4.87K
$310K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-756- 5.0% |
$50.7K - $59.6K
|
14.4K
$914K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-781- 31.74% |
$52.3K - $61.5K
|
1.68K
$107K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-815- 18.54% |
$54.6K - $64.2K
|
3.58K
$228K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-905- 19.21% |
$60.6K - $71.3K
|
3.81K
$242K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-956- 0.35% |
$64.1K - $75.3K
|
274K
$17.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-972- 12.6% |
$65.1K - $76.6K
|
6.74K
$429K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 6.82% |
$67K - $78.8K
|
13.7K
$869K
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1K- 3.1% |
$67K - $78.8K
|
31.2K
$1.99M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$67K - $78.8K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.01K- 15.4% |
$67.7K - $79.6K
|
5.56K
$353K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.02K- 3.52% |
$68.3K - $80.3K
|
27.9K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 3.61% |
$79.3K - $93.2K
|
31.6K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 1.65% |
$85.2K - $100K
|
75.8K
$4.82M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$87.1K - $102K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-1.4K- 2.91% |
$93.7K - $110K
|
46.6K
$2.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.41KClosed |
$94.5K - $111K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.49K- 25.76% |
$100K - $118K
|
4.3K
$274K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-1.57K- 3.04% |
$105K - $124K
|
50.1K
$3.18M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.57K- 8.85% |
$105K - $124K
|
16.2K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-1.6K- 34.78% |
$107K - $126K
|
3K
$191K
|