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 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15KNew |
$59K - $72.2K
|
1.15K
$67.2K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.03KNew |
$52.6K - $64.3K
|
1.03K
$59.9K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 23.83% |
$51.3K - $62.8K
|
5.2K
$304K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
925New |
$47.5K - $58.1K
|
925
$54K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
919+ 18.32% |
$47.2K - $57.7K
|
5.94K
$347K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
915New |
$47K - $57.4K
|
915
$53.5K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
887+ 23.14% |
$45.5K - $55.7K
|
4.72K
$276K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
828New |
$42.5K - $52K
|
828
$48.4K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
807+ 1008.75% |
$41.4K - $50.6K
|
887
$51.8K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
806+ 9.18% |
$41.4K - $50.6K
|
9.59K
$560K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
750+ 145.91% |
$38.5K - $47.1K
|
1.26K
$73.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
688+ 12.32% |
$35.3K - $43.2K
|
6.27K
$367K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
649+ 6.96% |
$33.3K - $40.7K
|
9.97K
$583K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
619+ 13.61% |
$31.8K - $38.8K
|
5.17K
$302K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
529+ 1.53% |
$27.2K - $33.2K
|
35.1K
$2.05M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$15.4K - $18.8K
|
300
$17.5K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 6.38% |
$15.4K - $18.8K
|
5K
$292K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
278+ 1.59% |
$14.3K - $17.4K
|
17.8K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
236+ 2.77% |
$12.1K - $14.8K
|
8.75K
$511K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$10.3K - $12.6K
|
200
$11.7K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
189+ 4.28% |
$9.7K - $11.9K
|
4.61K
$269K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 5.45% |
$8.21K - $10K
|
3.1K
$181K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
141New |
$7.24K - $8.85K
|
141
$8.24K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
128New |
$6.57K - $8.03K
|
128
$7.48K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
125New |
$6.42K - $7.85K
|
125
$7.3K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.13K - $6.28K
|
100
$5.84K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.62K - $5.65K
|
90
$5.26K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
89New |
$4.57K - $5.59K
|
89
$5.2K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86New |
$4.41K - $5.4K
|
86
$5.02K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
82New |
$4.21K - $5.15K
|
82
$4.79K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
57+ 0.49% |
$2.93K - $3.58K
|
11.8K
$689K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55New |
$2.82K - $3.45K
|
55
$3.21K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
30+ 0.48% |
$1.54K - $1.88K
|
6.3K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.54K - $1.88K
|
30
$1.75K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.6% |
$1.49K - $1.82K
|
4.88K
$285K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14New |
$719 - $879
|
14
$818
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$154 - $188
|
5.63K
$329K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.75% |
$154 - $188
|
405
$23.7K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.61% |
$154 - $188
|
496
$29K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.82% |
$154 - $188
|
367
$21.4K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$103 - $126
|
342
$20K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$51.3 - $62.8
|
3.93K
$230K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 60.0% |
$308 - $377
|
4
$234
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.13% |
$411 - $502
|
6.08K
$355K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.41% |
$924 - $1.13K
|
4.37K
$256K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 24.18% |
$1.13K - $1.38K
|
69
$4.03K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-25- 1.5% |
$1.28K - $1.57K
|
1.65K
$96.1K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-35- 0.38% |
$1.8K - $2.2K
|
9.18K
$536K
|