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 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8New |
$338 - $518
|
8
$509
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.06% |
$338 - $518
|
12.9K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.86% |
$211 - $324
|
584
$37.1K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.58% |
$211 - $324
|
862
$54.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.89% |
$127 - $194
|
340
$21.6K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 1.28% |
$42.2 - $64.8
|
79
$5.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.35% |
$42.2 - $64.8
|
75
$4.77K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 33.33% |
$42.2 - $64.8
|
2
$127
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2- 0.02% |
$84.5 - $130
|
9.33K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 11.43% |
$169 - $259
|
31
$1.97K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-33- 18.03% |
$1.39K - $2.14K
|
150
$9.54K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-52- 1.06% |
$2.2K - $3.37K
|
4.85K
$309K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-83- 1.41% |
$3.51K - $5.38K
|
5.79K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-99- 2.04% |
$4.18K - $6.41K
|
4.76K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 14.68% |
$4.22K - $6.48K
|
581
$37K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 1.17% |
$4.22K - $6.48K
|
8.46K
$538K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-112- 99.12% |
$4.73K - $7.26K
|
1
$63.6
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-115- 1.81% |
$4.86K - $7.45K
|
6.22K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-119- 1.44% |
$5.03K - $7.71K
|
8.14K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-134- 34.18% |
$5.66K - $8.68K
|
258
$16.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-142- 2.41% |
$6K - $9.2K
|
5.76K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-146- 35.96% |
$6.17K - $9.46K
|
260
$16.5K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-147- 1.8% |
$6.21K - $9.52K
|
8.02K
$510K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-156- 3.14% |
$6.59K - $10.1K
|
4.81K
$306K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-180- 2.2% |
$7.6K - $11.7K
|
8K
$509K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-197- 1.91% |
$8.32K - $12.8K
|
10.1K
$645K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-207- 15.72% |
$8.74K - $13.4K
|
1.11K
$70.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-229- 27.23% |
$9.67K - $14.8K
|
612
$38.9K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-243- 17.32% |
$10.3K - $15.7K
|
1.16K
$73.8K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-282- 29.56% |
$11.9K - $18.3K
|
672
$42.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-325- 1.32% |
$13.7K - $21.1K
|
24.4K
$1.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-329- 2.09% |
$13.9K - $21.3K
|
15.4K
$983K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-332- 44.27% |
$14K - $21.5K
|
418
$26.6K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-351- 5.86% |
$14.8K - $22.7K
|
5.64K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-367- 37.95% |
$15.5K - $23.8K
|
600
$38.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.47% |
$16.9K - $25.9K
|
85.3K
$5.43M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 4.98% |
$16.9K - $25.9K
|
7.64K
$486K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-408- 7.52% |
$17.2K - $26.4K
|
5.02K
$319K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-418- 0.81% |
$17.7K - $27.1K
|
51.3K
$3.26M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-434- 59.13% |
$18.3K - $28.1K
|
300
$19.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-517- 6.76% |
$21.8K - $33.5K
|
7.13K
$454K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-579- 7.6% |
$24.5K - $37.5K
|
7.04K
$448K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-621- 69.31% |
$26.2K - $40.2K
|
275
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-624- 8.47% |
$26.4K - $40.4K
|
6.74K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-664- 1.07% |
$28K - $43K
|
61.3K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-740- 82.68% |
$31.3K - $47.9K
|
155
$9.86K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-901- 15.88% |
$38.1K - $58.4K
|
4.77K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-929- 15.22% |
$39.2K - $60.2K
|
5.17K
$329K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-942- 6.31% |
$39.8K - $61K
|
14K
$890K
|