Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
25+ 0.48% |
$1.68K - $1.97K
|
5.2K
$328K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.34% |
$1.34K - $1.58K
|
5.93K
$374K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
20+ 0.34% |
$1.34K - $1.58K
|
5.93K
$374K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
20New |
$1.34K - $1.58K
|
20
$1.26K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.48% |
$1.21K - $1.42K
|
3.77K
$238K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15+ 0.04% |
$1.01K - $1.18K
|
33.9K
$2.14M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
14+ 13.73% |
$938 - $1.1K
|
116
$7.32K
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
12+ 0.05% |
$804 - $945
|
26.2K
$1.65M
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
9+ 0.15% |
$603 - $709
|
5.87K
$370K
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
8+ 0.25% |
$536 - $630
|
3.15K
$199K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.25% |
$536 - $630
|
3.18K
$201K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.17% |
$402 - $473
|
3.53K
$223K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.52% |
$335 - $394
|
959
$60.5K
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.07% |
$201 - $236
|
4.18K
$264K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.18% |
$201 - $236
|
1.63K
$103K
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.35% |
$134 - $158
|
568
$35.8K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.5% |
$134 - $158
|
403
$25.4K
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$67 - $78.8
|
1
$63.1
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67 - $78.8
|
6.98K
$440K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.02% |
$67 - $78.8
|
4.84K
$305K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6Closed |
$402 - $473
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-9- 0.26% |
$603 - $709
|
3.45K
$218K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11- 0.17% |
$737 - $867
|
6.42K
$405K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.93% |
$1.01K - $1.18K
|
1.6K
$101K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-20- 0.09% |
$1.34K - $1.58K
|
22.5K
$1.42M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-21Closed |
$1.41K - $1.65K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.65% |
$2.01K - $2.36K
|
4.57K
$289K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-36- 2.66% |
$2.41K - $2.84K
|
1.32K
$83.1K
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-41- 0.82% |
$2.75K - $3.23K
|
4.98K
$314K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42Closed |
$2.81K - $3.31K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-43- 0.9% |
$2.88K - $3.39K
|
4.73K
$298K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-50Closed |
$3.35K - $3.94K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-51- 0.65% |
$3.42K - $4.02K
|
7.85K
$495K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-54- 0.34% |
$3.62K - $4.25K
|
15.9K
$1.01M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-63- 1.24% |
$4.22K - $4.96K
|
5.03K
$318K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-64Closed |
$4.29K - $5.04K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 24.13% |
$5.09K - $5.99K
|
239
$15.1K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-78Closed |
$5.23K - $6.14K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-87- 2.25% |
$5.83K - $6.85K
|
3.78K
$238K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100- 4.35% |
$6.7K - $7.88K
|
2.2K
$139K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-103Closed |
$6.9K - $8.11K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 1.39% |
$7.44K - $8.74K
|
7.87K
$496K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-122Closed |
$8.18K - $9.61K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-125- 6.14% |
$8.38K - $9.85K
|
1.91K
$121K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 23.08% |
$10.1K - $11.8K
|
500
$31.5K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-178- 0.95% |
$11.9K - $14K
|
18.6K
$1.17M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180Closed |
$12.1K - $14.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-181- 45.94% |
$12.1K - $14.3K
|
213
$13.4K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-187- 0.34% |
$12.5K - $14.7K
|
54.4K
$3.44M
|