Purchases and Sales Made in Q4 2024 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2024. 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 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
870K+ 290.0% |
$44.7M - $54.6M
|
1.17M
$69.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
322KNew |
$16.5M - $20.2M
|
322K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
260KNew |
$13.4M - $16.3M
|
260K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
260KNew |
$13.4M - $16.3M
|
260K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
211KNew |
$10.8M - $13.2M
|
211K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
113KNew |
$5.79M - $7.08M
|
113K
$6.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
89.4KNew |
$4.59M - $5.61M
|
89.4K
$5.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
52.2KNew |
$2.68M - $3.28M
|
52.2K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
30.3KNew |
$1.56M - $1.9M
|
30.3K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.6K+ 4531.54% |
$1.21M - $1.48M
|
24.1K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.6KNew |
$1.06M - $1.29M
|
20.6K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.2KNew |
$932K - $1.14M
|
18.2K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
17.8K+ 59496.67% |
$916K - $1.12M
|
17.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12KNew |
$616K - $753K
|
12K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.97KNew |
$512K - $626K
|
9.97K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.74KNew |
$500K - $611K
|
9.74K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.83KNew |
$453K - $554K
|
8.83K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
8.7KNew |
$447K - $546K
|
8.7K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.05KNew |
$413K - $505K
|
8.05K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.54KNew |
$335K - $410K
|
6.54K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.44K+ 95.95% |
$279K - $342K
|
11.1K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$260K - $318K
|
5.07K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4KNew |
$205K - $251K
|
4K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 43.16% |
$196K - $239K
|
12.7K
$750K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.8KNew |
$195K - $239K
|
3.8K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.34K+ 8.43% |
$171K - $209K
|
42.9K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 9.31% |
$138K - $169K
|
31.6K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.92K+ 0.53% |
$98.6K - $121K
|
364K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.55K+ 22.56% |
$79.6K - $97.3K
|
8.43K
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15KNew |
$59K - $72.2K
|
1.15K
$68.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 23.83% |
$51.3K - $62.8K
|
5.2K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
925New |
$47.5K - $58.1K
|
925
$54.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
915New |
$47K - $57.4K
|
915
$54.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
887+ 23.14% |
$45.5K - $55.7K
|
4.72K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
828New |
$42.5K - $52K
|
828
$49.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
807+ 1008.75% |
$41.4K - $50.6K
|
887
$52.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
688+ 12.32% |
$35.3K - $43.2K
|
6.27K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
649+ 6.96% |
$33.3K - $40.7K
|
9.97K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
619+ 13.61% |
$31.8K - $38.8K
|
5.17K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
529+ 1.53% |
$27.2K - $33.2K
|
35.1K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 6.38% |
$15.4K - $18.8K
|
5K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$15.4K - $18.8K
|
300
$17.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
278+ 1.59% |
$14.3K - $17.4K
|
17.8K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 2.77% |
$12.1K - $14.8K
|
8.75K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$10.3K - $12.6K
|
200
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 4.28% |
$9.7K - $11.9K
|
4.61K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 5.45% |
$8.21K - $10K
|
3.1K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
141New |
$7.24K - $8.85K
|
141
$8.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
125New |
$6.42K - $7.85K
|
125
$7.41K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.62K - $5.65K
|
90
$5.33K
|