Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.06K- 13.81% |
$41K - $57.3K
|
6.64K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.08K- 4.22% |
$41.7K - $58.1K
|
24.5K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.17K- 17.76% |
$45.2K - $63.1K
|
5.43K
$348K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.23K- 4.41% |
$47.4K - $66.1K
|
26.6K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.23K- 5.74% |
$47.6K - $66.4K
|
20.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.34K- 28.95% |
$51.6K - $72.1K
|
3.29K
$210K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.37K- 24.84% |
$52.9K - $73.8K
|
4.15K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.39K- 9.17% |
$53.5K - $74.6K
|
13.7K
$880K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.43K- 3.08% |
$55.1K - $76.9K
|
44.9K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.45K- 22.17% |
$56.1K - $78.3K
|
5.11K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.49K- 53.97% |
$57.4K - $80.1K
|
1.27K
$81.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.5K- 48.47% |
$57.9K - $80.7K
|
1.6K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.59K- 25.73% |
$61.1K - $85.3K
|
4.58K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.76K- 44.95% |
$67.8K - $94.6K
|
2.15K
$138K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 23.75% |
$68.5K - $95.6K
|
5.71K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.03K- 29.0% |
$78.5K - $109K
|
4.98K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.15K- 78.31% |
$82.7K - $115K
|
594
$38K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 12.46% |
$83.6K - $117K
|
15.2K
$975K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.19K- 19.84% |
$84.5K - $118K
|
8.85K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.2K- 4.15% |
$84.7K - $118K
|
50.8K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 14.98% |
$87.3K - $122K
|
12.9K
$823K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.3K- 21.3% |
$88.7K - $124K
|
8.5K
$544K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-2.39K- 13.57% |
$92.1K - $129K
|
15.2K
$974K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.53K- 10.46% |
$97.7K - $136K
|
21.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.6K- 28.0% |
$100K - $140K
|
6.7K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.66K- 64.33% |
$102K - $143K
|
1.47K
$94.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.8K- 41.0% |
$108K - $151K
|
4.03K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.99K- 22.06% |
$115K - $161K
|
10.6K
$676K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.08K- 65.71% |
$119K - $166K
|
1.61K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.14K- 13.2% |
$121K - $169K
|
20.6K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-3.29K- 42.17% |
$127K - $177K
|
4.52K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.32K- 1.24% |
$128K - $178K
|
265K
$17M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.36K- 12.03% |
$129K - $181K
|
24.5K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.7K- 13.48% |
$143K - $199K
|
23.7K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.79K- 41.38% |
$146K - $204K
|
5.36K
$344K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.93K- 17.42% |
$152K - $212K
|
18.6K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.1K- 1.07% |
$158K - $221K
|
378K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 29.91% |
$172K - $241K
|
10.5K
$671K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.71K- 33.19% |
$182K - $254K
|
9.49K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-5.24K- 9.13% |
$202K - $282K
|
52.1K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.32K- 14.33% |
$205K - $286K
|
31.8K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.96K- 35.59% |
$230K - $321K
|
10.8K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 47.32% |
$236K - $329K
|
6.8K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-6.48K- 16.76% |
$250K - $349K
|
32.2K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 35.87% |
$252K - $352K
|
11.7K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.92K- 3.11% |
$267K - $372K
|
216K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-7.12K- 55.47% |
$275K - $383K
|
5.72K
$366K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-7.14K- 60.53% |
$276K - $384K
|
4.66K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-7.5K- 42.98% |
$289K - $404K
|
9.95K
$637K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-7.85KClosed |
$303K - $422K
|
0
$0
|