Purchases and Sales Made in Q4 2023 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.9K - $9.41K
|
200
$10.7K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
130New |
$4.49K - $6.11K
|
130
$6.93K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
101New |
$3.48K - $4.75K
|
101
$5.38K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
100+ 1.61% |
$3.45K - $4.7K
|
6.33K
$337K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
100New |
$3.45K - $4.7K
|
100
$5.33K
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
81+ 0.75% |
$2.79K - $3.81K
|
10.9K
$580K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$2.59K - $3.53K
|
75
$4K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
67New |
$2.31K - $3.15K
|
67
$3.57K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$1.9K - $2.59K
|
55
$2.93K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
54+ 117.39% |
$1.86K - $2.54K
|
100
$5.33K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 0.32% |
$1.41K - $1.93K
|
13K
$692K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
36+ 0.66% |
$1.24K - $1.69K
|
5.48K
$292K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 0.74% |
$897 - $1.22K
|
3.53K
$188K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 0.75% |
$690 - $941
|
2.68K
$143K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6+ 0.46% |
$207 - $282
|
1.32K
$70.2K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$104 - $141
|
333
$17.7K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.63% |
$104 - $141
|
483
$25.7K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.63% |
$104 - $141
|
483
$25.7K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.79% |
$69 - $94.1
|
254
$13.5K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.74% |
$69 - $94.1
|
271
$14.4K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$34.5 - $47
|
551
$29.4K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.14% |
$34.5 - $47
|
89
$4.74K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 0.56% |
$138 - $188
|
715
$38.1K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 11.76% |
$138 - $188
|
30
$1.6K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 0.66% |
$518 - $705
|
2.25K
$120K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 10.0% |
$690 - $941
|
180
$9.59K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33- 66.0% |
$1.14K - $1.55K
|
17
$906
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-54- 54.0% |
$1.86K - $2.54K
|
46
$2.45K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-101- 1.43% |
$3.48K - $4.75K
|
6.94K
$370K
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-103- 1.17% |
$3.55K - $4.84K
|
8.69K
$463K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-168- 23.7% |
$5.8K - $7.9K
|
541
$28.8K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-201- 2.24% |
$6.93K - $9.45K
|
8.79K
$468K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-270- 6.8% |
$9.32K - $12.7K
|
3.7K
$197K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-300- 67.42% |
$10.4K - $14.1K
|
145
$7.73K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 3.46% |
$10.4K - $14.1K
|
8.38K
$447K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-305- 50.83% |
$10.5K - $14.3K
|
295
$15.7K
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-325- 2.45% |
$11.2K - $15.3K
|
13K
$690K
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-348- 2.66% |
$12K - $16.4K
|
12.7K
$679K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 55.56% |
$17.3K - $23.5K
|
400
$21.3K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-535- 5.34% |
$18.5K - $25.2K
|
9.48K
$505K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-545- 15.21% |
$18.8K - $25.6K
|
3.04K
$162K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-673- 10.05% |
$23.2K - $31.7K
|
6.02K
$321K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-749- 2.85% |
$25.8K - $35.2K
|
25.5K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-915Closed |
$31.6K - $43K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-927- 24.95% |
$32K - $43.6K
|
2.79K
$149K
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-970- 0.52% |
$33.5K - $45.6K
|
186K
$9.93M
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-984- 16.39% |
$33.9K - $46.3K
|
5.02K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 7.69% |
$34.7K - $47.3K
|
12.1K
$644K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.16K- 57.55% |
$40K - $54.5K
|
854
$45.5K
|