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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
750+ 276.75% |
$31.7K - $48.6K
|
1.02K
$64.9K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
613New |
$25.9K - $39.7K
|
613
$39K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
611New |
$25.8K - $39.6K
|
611
$38.9K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
600+ 600.0% |
$25.3K - $38.9K
|
700
$44.5K
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
555+ 6.73% |
$23.4K - $36K
|
8.8K
$560K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
546+ 7.67% |
$23.1K - $35.4K
|
7.67K
$488K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
533New |
$22.5K - $34.5K
|
533
$33.9K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500New |
$21.1K - $32.4K
|
500
$31.8K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$21.1K - $32.4K
|
500
$31.8K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
425New |
$18K - $27.5K
|
425
$27K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
413+ 3.08% |
$17.4K - $26.8K
|
13.8K
$880K
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
400New |
$16.9K - $25.9K
|
400
$25.4K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
389+ 5.97% |
$16.4K - $25.2K
|
6.91K
$439K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
320+ 6.45% |
$13.5K - $20.7K
|
5.28K
$336K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
314+ 13.31% |
$13.3K - $20.3K
|
2.67K
$170K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
312+ 0.23% |
$13.2K - $20.2K
|
138K
$8.79M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
300New |
$12.7K - $19.4K
|
300
$19.1K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
300New |
$12.7K - $19.4K
|
300
$19.1K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
300+ 132.16% |
$12.7K - $19.4K
|
527
$33.5K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
290+ 5.12% |
$12.2K - $18.8K
|
5.96K
$379K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
289+ 182.91% |
$12.2K - $18.7K
|
447
$28.4K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
275+ 1.87% |
$11.6K - $17.8K
|
15K
$955K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
275New |
$11.6K - $17.8K
|
275
$17.5K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
263+ 0.87% |
$11.1K - $17K
|
30.4K
$1.93M
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
250New |
$10.6K - $16.2K
|
250
$15.9K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
237New |
$10K - $15.4K
|
237
$15.1K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
236New |
$9.97K - $15.3K
|
236
$15K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
210New |
$8.87K - $13.6K
|
210
$13.4K
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
200New |
$8.45K - $13K
|
200
$12.7K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 0.67% |
$8.45K - $13K
|
30.3K
$1.92M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 434.78% |
$8.45K - $13K
|
246
$15.6K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 1.16% |
$7.56K - $11.6K
|
15.6K
$995K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
176+ 0.89% |
$7.43K - $11.4K
|
19.9K
$1.26M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
168+ 1.71% |
$7.1K - $10.9K
|
9.99K
$636K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
164+ 40.0% |
$6.93K - $10.6K
|
574
$36.5K
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
118+ 0.8% |
$4.98K - $7.65K
|
14.9K
$947K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 220.0% |
$4.65K - $7.13K
|
160
$10.2K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72+ 3.79% |
$3.04K - $4.66K
|
1.97K
$125K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
68+ 1.94% |
$2.87K - $4.41K
|
3.58K
$228K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52+ 27.23% |
$2.2K - $3.37K
|
243
$15.5K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44New |
$1.86K - $2.85K
|
44
$2.8K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36New |
$1.52K - $2.33K
|
36
$2.29K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.27K - $1.94K
|
30
$1.91K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 0.78% |
$1.27K - $1.94K
|
3.87K
$246K
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
22+ 0.17% |
$929 - $1.43K
|
12.6K
$804K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.66% |
$760 - $1.17K
|
2.74K
$174K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 1.27% |
$718 - $1.1K
|
1.36K
$86.3K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$634 - $972
|
15
$954
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15New |
$634 - $972
|
15
$954
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.11% |
$422 - $648
|
9.34K
$594K
|