Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
4.74K+ 10.0% |
$192K - $232K
|
52.1K
$3.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.73K+ 7.13% |
$192K - $232K
|
71.1K
$4.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
4.38K+ 22.03% |
$178K - $215K
|
24.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15K+ 9.52% |
$168K - $203K
|
47.7K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.81K+ 19.08% |
$155K - $187K
|
23.8K
$1.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 76.58% |
$154K - $186K
|
8.72K
$564K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5KNew |
$142K - $172K
|
3.5K
$226K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.28K+ 61.18% |
$133K - $161K
|
8.65K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.1K+ 51.5% |
$126K - $152K
|
9.12K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3KNew |
$122K - $147K
|
3K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.99K+ 20.49% |
$122K - $147K
|
17.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.96K+ 142.65% |
$120K - $145K
|
5.04K
$325K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
2.78K+ 2.78% |
$113K - $136K
|
103K
$6.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$112K - $135K
|
2.76K
$178K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.72KNew |
$110K - $133K
|
2.72K
$176K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 21.05% |
$106K - $128K
|
15K
$966K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.51K+ 5.91% |
$102K - $123K
|
44.9K
$2.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
2.48K+ 9.44% |
$101K - $121K
|
28.7K
$1.86M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.46KNew |
$99.8K - $121K
|
2.46K
$159K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 4.07% |
$98.3K - $119K
|
61.9K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.28K+ 9.79% |
$92.5K - $112K
|
25.6K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.06K+ 20.33% |
$83.8K - $101K
|
12.2K
$790K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
1.97K+ 8.31% |
$80K - $96.6K
|
25.7K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.94K+ 1.74% |
$78.7K - $95.1K
|
113K
$7.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.88K+ 1.76% |
$76.4K - $92.3K
|
109K
$7.05M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.8KNew |
$73.1K - $88.3K
|
1.8K
$116K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.64KNew |
$66.4K - $80.2K
|
1.64K
$106K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.49K+ 3.58% |
$60.5K - $73.1K
|
43.1K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 20.92% |
$59.7K - $72.2K
|
8.51K
$550K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46K+ 90.58% |
$59.3K - $71.7K
|
3.08K
$199K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26KNew |
$51.1K - $61.8K
|
1.26K
$81.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.24K+ 15.41% |
$50.2K - $60.7K
|
9.27K
$599K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 6.39% |
$48.9K - $59K
|
20K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.14K+ 4.32% |
$46.2K - $55.8K
|
27.4K
$1.77M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.49% |
$44.4K - $53.6K
|
74.5K
$4.81M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.05K+ 3.86% |
$42.6K - $51.5K
|
28.2K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1.04K+ 1.7% |
$42.1K - $50.8K
|
61.9K
$4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 5.07% |
$40.7K - $49.2K
|
20.8K
$1.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
858+ 5.31% |
$34.8K - $42.1K
|
17K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
805New |
$32.7K - $39.5K
|
805
$52K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
778+ 4.46% |
$31.6K - $38.2K
|
18.2K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
749+ 1.49% |
$30.4K - $36.7K
|
51.1K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
736+ 7360.0% |
$29.9K - $36.1K
|
746
$48.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
578+ 3.98% |
$23.5K - $28.3K
|
15.1K
$977K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
551+ 3.78% |
$22.4K - $27K
|
15.1K
$978K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
550+ 5.64% |
$22.3K - $27K
|
10.3K
$666K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
543+ 0.83% |
$22K - $26.6K
|
66K
$4.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
464+ 1.27% |
$18.8K - $22.8K
|
37.1K
$2.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
450New |
$18.3K - $22.1K
|
450
$29.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
389+ 4.75% |
$15.8K - $19.1K
|
8.58K
$555K
|