Purchases and Sales Made in Q2 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 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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 50.0% |
$5.41K - $6.69K
|
450
$28.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
146+ 0.98% |
$5.27K - $6.51K
|
15K
$956K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
145New |
$5.23K - $6.47K
|
145
$9.22K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
143New |
$5.16K - $6.38K
|
143
$9.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
140New |
$5.05K - $6.24K
|
140
$8.91K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
130New |
$4.69K - $5.8K
|
130
$8.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
122+ 0.43% |
$4.4K - $5.44K
|
28.8K
$1.83M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
120New |
$4.33K - $5.35K
|
120
$7.63K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
101New |
$3.64K - $4.5K
|
101
$6.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 40.65% |
$3.61K - $4.46K
|
346
$22K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
94+ 4.02% |
$3.39K - $4.19K
|
2.43K
$155K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
92+ 8.29% |
$3.32K - $4.1K
|
1.2K
$76.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
80New |
$2.89K - $3.57K
|
80
$5.09K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
80New |
$2.89K - $3.57K
|
80
$5.09K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
74+ 1.19% |
$2.67K - $3.3K
|
6.3K
$401K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
73+ 0.98% |
$2.63K - $3.26K
|
7.49K
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 4.17% |
$1.8K - $2.23K
|
1.25K
$79.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37New |
$1.33K - $1.65K
|
37
$2.35K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
35+ 20.59% |
$1.26K - $1.56K
|
205
$13K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.97% |
$1.05K - $1.29K
|
3.01K
$192K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25New |
$902 - $1.11K
|
25
$1.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10New |
$361 - $446
|
10
$636
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
9New |
$325 - $401
|
9
$572
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 1.03% |
$216 - $268
|
590
$37.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 0.49% |
$108 - $134
|
616
$39.2K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.84% |
$72.2 - $89.2
|
239
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 0.33% |
$72.2 - $89.2
|
614
$39.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$36.1 - $44.6
|
4.68K
$298K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.95% |
$36.1 - $44.6
|
106
$6.74K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.96% |
$36.1 - $44.6
|
105
$6.68K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.33% |
$36.1 - $44.6
|
76
$4.83K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 50.0% |
$36.1 - $44.6
|
1
$63.6
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.02% |
$144 - $178
|
20.4K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.02% |
$144 - $178
|
20.4K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 16.13% |
$180 - $223
|
26
$1.65K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 24.75% |
$902 - $1.11K
|
76
$4.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 1.0% |
$1.8K - $2.23K
|
4.95K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-52- 21.4% |
$1.88K - $2.32K
|
191
$12.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-55- 1.06% |
$1.98K - $2.45K
|
5.12K
$326K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 37.5% |
$2.16K - $2.68K
|
100
$6.36K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-79- 0.15% |
$2.85K - $3.52K
|
51.2K
$3.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-100- 26.67% |
$3.61K - $4.46K
|
275
$17.5K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 1.63% |
$3.61K - $4.46K
|
6.05K
$385K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 1.18% |
$3.61K - $4.46K
|
8.36K
$532K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-102- 24.76% |
$3.68K - $4.55K
|
310
$19.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-142- 21.13% |
$5.12K - $6.33K
|
530
$33.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-150- 75.0% |
$5.41K - $6.69K
|
50
$3.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-170- 25.34% |
$6.13K - $7.58K
|
501
$31.9K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-186- 2.11% |
$6.71K - $8.29K
|
8.61K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-216- 0.34% |
$7.79K - $9.63K
|
64K
$4.07M
|