Purchases and Sales Made in Q3 2022 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$34.5K - $41.9K
|
800
$46.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
714New |
$30.8K - $37.4K
|
714
$41.7K
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
694+ 6.29% |
$29.9K - $36.3K
|
11.7K
$685K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
651+ 6.08% |
$28.1K - $34.1K
|
11.4K
$664K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
500+ 2.32% |
$21.6K - $26.2K
|
22.1K
$1.29M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
498+ 8.52% |
$21.5K - $26.1K
|
6.35K
$371K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
461+ 5.13% |
$19.9K - $24.1K
|
9.45K
$552K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.2K - $20.9K
|
400
$23.4K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 13.78% |
$16.2K - $19.6K
|
3.1K
$181K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
311+ 30.61% |
$13.4K - $16.3K
|
1.33K
$77.5K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 2.16% |
$12.3K - $14.9K
|
13.5K
$788K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
261+ 10.73% |
$11.3K - $13.7K
|
2.69K
$157K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
259+ 9.92% |
$11.2K - $13.6K
|
2.87K
$168K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
255New |
$11K - $13.3K
|
255
$14.9K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 2.06% |
$8.67K - $10.5K
|
9.94K
$581K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
182+ 3.33% |
$7.85K - $9.52K
|
5.64K
$330K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
163+ 0.88% |
$7.03K - $8.53K
|
18.8K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153+ 1.86% |
$6.6K - $8K
|
8.37K
$489K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 1.56% |
$6.29K - $7.64K
|
9.48K
$554K
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
80+ 0.66% |
$3.45K - $4.19K
|
12.2K
$715K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
71+ 0.07% |
$3.06K - $3.71K
|
105K
$6.14M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.59K - $3.14K
|
6.93K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
52+ 0.65% |
$2.24K - $2.72K
|
8K
$467K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$2.16K - $2.62K
|
50
$2.92K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40+ 10.0% |
$1.72K - $2.09K
|
440
$25.7K
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.6% |
$1.51K - $1.83K
|
5.84K
$341K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.59% |
$647 - $785
|
2.57K
$150K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.03% |
$474 - $576
|
31.8K
$1.86M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9+ 0.09% |
$388 - $471
|
9.89K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.05% |
$345 - $419
|
16.1K
$940K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.63% |
$302 - $366
|
1.12K
$65.3K
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7+ 0.07% |
$302 - $366
|
9.4K
$549K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.65% |
$129 - $157
|
463
$27.1K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.67% |
$129 - $157
|
451
$26.4K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.66% |
$129 - $157
|
455
$26.6K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$86.2 - $105
|
701
$41K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$86.2 - $105
|
738
$43.1K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.46% |
$43.1 - $52.3
|
218
$12.7K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$43.1 - $52.3
|
11K
$640K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.39% |
$43.1 - $52.3
|
260
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.12% |
$43.1 - $52.3
|
824
$48.1K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$43.1 - $52.3
|
580
$33.9K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$43.1 - $52.3
|
1
$58.4
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5- 3.97% |
$216 - $262
|
121
$7.07K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 1.3% |
$302 - $366
|
532
$31.1K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.11% |
$431 - $523
|
890
$52K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21- 0.39% |
$905 - $1.1K
|
5.33K
$311K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-60- 2.18% |
$2.59K - $3.14K
|
2.69K
$157K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-75- 5.42% |
$3.23K - $3.92K
|
1.31K
$76.4K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-100- 1.49% |
$4.31K - $5.23K
|
6.61K
$386K
|