Purchases and Sales Made in Q2 2023 in Spdr S&P Regional Banking ETF (KRE)

KRE Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P Regional Banking ETF (KRE) during Q2 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
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.54K
+ 5.0%
$55.4K - $68.5K
32.3K $2.05M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
1.5K
+ 11.28%
$54.1K - $66.9K
14.8K $941K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.49K
+ 24.98%
$53.7K - $66.3K
7.45K $474K
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1.36K
+ 495.27%
$49.1K - $60.7K
1.64K $104K
Aug 08, 2023 Q2 2023
Investment House LLC

Las Vegas, NV
BUY
 -
1.34K
+ 9.27%
$48.3K - $59.7K
15.8K $1M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.3K
+ 185.86%
$46.9K - $58K
2K $127K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.27K
New
$45.9K - $56.8K
1.27K $81K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
1.24K
+ 11.06%
$44.7K - $55.2K
12.4K $791K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
1.02K
New
$36.9K - $45.6K
1.02K $65.1K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1.01K
New
$36.5K - $45.1K
1.01K $64.3K
Jul 14, 2023 Q2 2023
Patten & Patten Inc

BUY
 -
1K
+ 6.66%
$36.1K - $44.6K
16K $1.02M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
992
+ 8.4%
$35.8K - $44.2K
12.8K $814K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
975
+ 40.21%
$35.2K - $43.5K
3.4K $216K
Aug 08, 2023 Q2 2023
Western Pacific Wealth Management, LP

BUY
 -
900
New
$32.5K - $40.1K
900 $57.2K
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

BUY
 -
888
+ 9.37%
$32K - $39.6K
10.4K $659K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
882
+ 14.43%
$31.8K - $39.3K
7K $445K
Aug 08, 2023 Q2 2023
Copperwynd Financial, LLC

BUY
 -
809
+ 1.44%
$29.2K - $36.1K
56.9K $3.62M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
792
+ 15.56%
$28.6K - $35.3K
5.88K $374K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
700
+ 10.14%
$25.3K - $31.2K
7.61K $484K
Aug 01, 2023 Q2 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
700
+ 233.33%
$25.3K - $31.2K
1K $63.6K
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

BUY
 -
696
+ 4.77%
$25.1K - $31K
15.3K $973K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
691
+ 156.33%
$24.9K - $30.8K
1.13K $72.1K
Aug 14, 2023 Q2 2023
Black Maple Capital Management LP

Milwaukee, WI
BUY
 -
600
+ 300.0%
$21.6K - $26.8K
800 $50.9K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
600
New
$21.6K - $26.8K
600 $38.2K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
567
New
$20.5K - $25.3K
567 $36.1K
Nov 13, 2023 Q2 2023
Easterly Investment Partners LLC

BUY
 -
540
+ 3.27%
$19.5K - $24.1K
17K $1.08M
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
500
New
$18K - $22.3K
500 $31.8K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
446
+ 7.6%
$16.1K - $19.9K
6.32K $402K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
432
+ 2.72%
$15.6K - $19.3K
16.3K $1.04M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
418
+ 17.92%
$15.1K - $18.6K
2.75K $175K
Jul 18, 2023 Q2 2023
Proffitt & Goodson Inc

BUY
 -
410
+ 1.07%
$14.8K - $18.3K
38.7K $2.46M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
360
New
$13K - $16.1K
360 $22.9K
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

BUY
 -
352
+ 3.23%
$12.7K - $15.7K
11.2K $715K
Aug 11, 2023 Q2 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
350
+ 5.93%
$12.6K - $15.6K
6.26K $398K
Aug 11, 2023 Q2 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
340
New
$12.3K - $15.2K
340 $21.6K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
323
+ 2.27%
$11.7K - $14.4K
14.6K $927K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
313
+ 92.06%
$11.3K - $14K
653 $41.5K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
302
+ 100.67%
$10.9K - $13.5K
602 $38.3K
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
289
+ 1.56%
$10.4K - $12.9K
18.8K $1.2M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
269
+ 3.51%
$9.71K - $12K
7.94K $505K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
257
+ 18.94%
$9.27K - $11.5K
1.61K $103K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
250
New
$9.02K - $11.1K
250 $15.9K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
230
New
$8.3K - $10.3K
230 $14.6K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
227
New
$8.19K - $10.1K
227 $14.4K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
200
+ 4.19%
$7.22K - $8.92K
4.97K $316K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
185
+ 1233.33%
$6.67K - $8.25K
200 $12.7K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
162
+ 1.62%
$5.84K - $7.22K
10.2K $646K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
160
+ 27.87%
$5.77K - $7.13K
734 $46.7K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
156
New
$5.63K - $6.96K
156 $9.92K

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