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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
375+ 1.16% |
$15.2K - $18.4K
|
32.7K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
285New |
$11.6K - $14K
|
285
$18.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
230+ 7.24% |
$9.34K - $11.3K
|
3.41K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
230New |
$9.34K - $11.3K
|
230
$14.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200+ 100.0% |
$8.12K - $9.81K
|
400
$25.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
176New |
$7.14K - $8.63K
|
176
$11.4K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
166New |
$6.74K - $8.14K
|
166
$10.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
149+ 0.16% |
$6.05K - $7.31K
|
92.1K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
143New |
$5.8K - $7.01K
|
143
$9.24K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
140New |
$5.68K - $6.87K
|
140
$9.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
133New |
$5.4K - $6.52K
|
133
$8.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
118+ 4.29% |
$4.79K - $5.79K
|
2.87K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
110New |
$4.46K - $5.39K
|
110
$7.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 1.65% |
$4.06K - $4.9K
|
6.15K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
100New |
$4.06K - $4.9K
|
100
$6.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
100+ 0.79% |
$4.06K - $4.9K
|
12.8K
$830K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86+ 12.48% |
$3.49K - $4.22K
|
775
$50.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
76New |
$3.08K - $3.73K
|
76
$4.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
74+ 0.71% |
$3K - $3.63K
|
10.4K
$675K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
71+ 0.93% |
$2.88K - $3.48K
|
7.71K
$498K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
57+ 0.99% |
$2.31K - $2.8K
|
5.83K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 7.36% |
$2.19K - $2.65K
|
788
$50.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
51+ 0.87% |
$2.07K - $2.5K
|
5.94K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 0.37% |
$1.95K - $2.35K
|
12.9K
$834K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
31+ 0.87% |
$1.26K - $1.52K
|
3.6K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.9% |
$1.1K - $1.32K
|
3.04K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20New |
$812 - $981
|
20
$1.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
19+ 0.37% |
$771 - $932
|
5.14K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.67% |
$406 - $490
|
1.51K
$97.6K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.17% |
$365 - $441
|
5.22K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9+ 2.47% |
$365 - $441
|
374
$24.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.98% |
$244 - $294
|
621
$40.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$244 - $294
|
6
$388
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.85% |
$203 - $245
|
595
$38.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.66% |
$162 - $196
|
606
$39.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3+ 0.05% |
$122 - $147
|
5.48K
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.26% |
$122 - $147
|
242
$15.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.99% |
$40.6 - $49
|
102
$6.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.94% |
$40.6 - $49
|
107
$6.92K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.02% |
$40.6 - $49
|
4.29K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7- 0.07% |
$284 - $343
|
10.7K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12- 1.95% |
$487 - $588
|
602
$38.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 25.0% |
$812 - $981
|
60
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 0.56% |
$1.42K - $1.72K
|
6.26K
$405K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-42- 1.14% |
$1.7K - $2.06K
|
3.64K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-47- 0.22% |
$1.91K - $2.3K
|
21.1K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-49- 2.99% |
$1.99K - $2.4K
|
1.59K
$103K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-51- 7.81% |
$2.07K - $2.5K
|
602
$38.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-58- 1.24% |
$2.35K - $2.84K
|
4.63K
$299K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-58- 0.67% |
$2.35K - $2.84K
|
8.55K
$553K
|