Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.11K+ 2958.44% |
$385K - $590K
|
9.42K
$599K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
8.89KNew |
$376K - $576K
|
8.89K
$566K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.79KNew |
$371K - $569K
|
8.79K
$559K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.07KNew |
$341K - $523K
|
8.07K
$514K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
8.07KNew |
$341K - $523K
|
8.07K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.01K+ 3.42% |
$338K - $519K
|
242K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.84KNew |
$331K - $508K
|
7.84K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.43K+ 33.66% |
$314K - $481K
|
29.5K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.42KNew |
$313K - $481K
|
7.42K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
7.27KNew |
$307K - $471K
|
7.27K
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
6.88KNew |
$291K - $446K
|
6.88K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
6.6KNew |
$279K - $428K
|
6.6K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.19KNew |
$261K - $401K
|
6.19K
$393K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.17K+ 11.99% |
$261K - $400K
|
57.6K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.05K+ 15.3% |
$256K - $392K
|
45.6K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.05K+ 17.19% |
$256K - $392K
|
41.2K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.95K+ 350.0% |
$251K - $386K
|
7.65K
$487K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.82KNew |
$246K - $377K
|
5.82K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.65KNew |
$238K - $366K
|
5.65K
$359K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 66.04% |
$237K - $363K
|
14.1K
$896K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.49K+ 13.92% |
$232K - $356K
|
44.9K
$2.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.4KNew |
$228K - $350K
|
5.4K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.32KNew |
$225K - $345K
|
5.32K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.28KNew |
$223K - $342K
|
5.28K
$336K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.23K+ 20.01% |
$221K - $339K
|
31.4K
$2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.21K+ 159.93% |
$220K - $337K
|
8.47K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.17K+ 25.76% |
$218K - $335K
|
25.2K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.09K+ 5.76% |
$215K - $330K
|
93.4K
$5.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.07KNew |
$214K - $329K
|
5.07K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.04KNew |
$213K - $327K
|
5.04K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.04KNew |
$213K - $327K
|
5.04K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
5KNew |
$211K - $324K
|
5K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.95K+ 519.73% |
$209K - $321K
|
5.91K
$376K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88KNew |
$206K - $316K
|
4.88K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88KNew |
$206K - $316K
|
4.88K
$310K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.74KNew |
$200K - $307K
|
4.74K
$302K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.74KNew |
$200K - $307K
|
4.74K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.69KNew |
$198K - $304K
|
4.69K
$298K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.62KNew |
$195K - $299K
|
4.62K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.41K+ 38.45% |
$186K - $286K
|
15.9K
$1.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.4K+ 1660.38% |
$186K - $285K
|
4.67K
$297K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 1660.38% |
$186K - $285K
|
4.67K
$297K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.38K+ 1435.08% |
$185K - $284K
|
4.68K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 28.41% |
$181K - $277K
|
19.4K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.26K+ 516.1% |
$180K - $276K
|
5.09K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.25K+ 26.73% |
$180K - $275K
|
20.2K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.14KNew |
$175K - $268K
|
4.14K
$263K
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
3.91K+ 10.87% |
$165K - $253K
|
39.9K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.72K+ 109.06% |
$157K - $241K
|
7.13K
$454K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.53K+ 81.88% |
$149K - $229K
|
7.84K
$499K
|