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 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-62- 3.64% |
$2.52K - $3.04K
|
1.64K
$105K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-66- 0.86% |
$2.68K - $3.24K
|
7.57K
$485K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-71- 0.17% |
$2.88K - $3.48K
|
42.6K
$2.73M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-73- 9.08% |
$2.96K - $3.58K
|
731
$46.8K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-89- 2.33% |
$3.61K - $4.36K
|
3.73K
$239K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 8.0% |
$4.06K - $4.9K
|
1.15K
$73.7K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-121- 0.47% |
$4.91K - $5.93K
|
25.5K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-125- 55.07% |
$5.07K - $6.13K
|
102
$6.53K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-150- 33.33% |
$6.09K - $7.36K
|
300
$19.2K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 31.89% |
$6.86K - $8.29K
|
361
$23.1K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-169- 2.79% |
$6.86K - $8.29K
|
5.88K
$377K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-172- 0.07% |
$6.98K - $8.43K
|
246K
$15.7M
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-174- 1.76% |
$7.06K - $8.53K
|
9.72K
$623K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-175- 1.96% |
$7.1K - $8.58K
|
8.76K
$561K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-208- 44.26% |
$8.44K - $10.2K
|
262
$16.8K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-232- 3.57% |
$9.42K - $11.4K
|
6.27K
$401K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-250- 4.28% |
$10.1K - $12.3K
|
5.59K
$358K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 1.61% |
$10.1K - $12.3K
|
15.3K
$977K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 3.88% |
$10.1K - $12.3K
|
6.2K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-271- 26.54% |
$11K - $13.3K
|
750
$48K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 21.6% |
$11.2K - $13.5K
|
998
$63.9K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-285- 5.73% |
$11.6K - $14K
|
4.69K
$300K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-293- 1.37% |
$11.9K - $14.4K
|
21.1K
$1.35M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-299- 59.8% |
$12.1K - $14.7K
|
201
$12.9K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-300- 3.59% |
$12.2K - $14.7K
|
8.06K
$516K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-300- 86.71% |
$12.2K - $14.7K
|
46
$2.95K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-368- 5.88% |
$14.9K - $18K
|
5.89K
$377K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-389- 2.62% |
$15.8K - $19.1K
|
14.4K
$925K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 3.38% |
$16.2K - $19.6K
|
11.4K
$732K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-400- 26.67% |
$16.2K - $19.6K
|
1.1K
$70.5K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-520- 4.63% |
$21.1K - $25.5K
|
10.7K
$687K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-524- 4.09% |
$21.3K - $25.7K
|
12.3K
$786K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-580- 10.51% |
$23.5K - $28.4K
|
4.94K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-580- 10.51% |
$23.5K - $28.4K
|
4.94K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-599- 9.84% |
$24.3K - $29.4K
|
5.49K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-600- 75.0% |
$24.4K - $29.4K
|
200
$12.8K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-716- 10.3% |
$29.1K - $35.1K
|
6.24K
$399K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-777- 2.01% |
$31.5K - $38.1K
|
37.9K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-795- 2.76% |
$32.3K - $39K
|
28K
$1.79M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-856- 11.01% |
$34.7K - $42K
|
6.92K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-911- 14.79% |
$37K - $44.7K
|
5.25K
$336K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-914- 10.26% |
$37.1K - $44.8K
|
7.99K
$512K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-922- 11.62% |
$37.4K - $45.2K
|
7.01K
$449K
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-985- 6.58% |
$40K - $48.3K
|
14K
$895K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-986- 1.92% |
$40K - $48.4K
|
50.3K
$3.22M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 13.55% |
$40.6K - $49K
|
6.38K
$409K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 50.42% |
$41K - $49.5K
|
992
$63.5K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.07K- 20.42% |
$43.2K - $52.2K
|
4.15K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 6.42% |
$44.5K - $53.8K
|
16K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 17.11% |
$48.6K - $58.7K
|
5.8K
$371K
|