Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.22K- 0.71% |
$49.4K - $59.7K
|
171K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 31.75% |
$51.7K - $62.5K
|
2.74K
$173K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.3K- 11.19% |
$52.6K - $63.5K
|
10.3K
$648K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.36K- 55.75% |
$55.1K - $66.5K
|
1.08K
$67.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1.44K- 1.17% |
$58.4K - $70.5K
|
121K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.45K- 42.65% |
$58.9K - $71.1K
|
1.95K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.45K- 16.35% |
$59K - $71.3K
|
7.43K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.46K- 21.35% |
$59.1K - $71.5K
|
5.37K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.47K- 17.26% |
$59.7K - $72.2K
|
7.05K
$445K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.61K- 25.02% |
$65.1K - $78.7K
|
4.81K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.67K- 5.66% |
$67.9K - $82K
|
27.9K
$1.76M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.68KClosed |
$68.2K - $82.4K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.73K- 3.6% |
$70.2K - $84.8K
|
46.3K
$2.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.75K- 9.39% |
$71K - $85.8K
|
16.9K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.88K- 18.06% |
$76.2K - $92.1K
|
8.52K
$537K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.89K- 12.37% |
$76.8K - $92.8K
|
13.4K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 3.54% |
$79.1K - $95.5K
|
53K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.98K- 10.71% |
$80.4K - $97.1K
|
16.5K
$1.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.02K- 6.6% |
$81.8K - $98.9K
|
28.5K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.18K- 13.22% |
$88.3K - $107K
|
14.3K
$901K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.18K- 34.49% |
$88.4K - $107K
|
4.14K
$261K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.26K- 2.24% |
$91.7K - $111K
|
98.5K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.3K- 4.0% |
$93.4K - $113K
|
55.2K
$3.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.45K- 4.1% |
$99.5K - $120K
|
57.4K
$3.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.74K- 6.98% |
$111K - $134K
|
36.4K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.9K- 18.37% |
$118K - $142K
|
12.9K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3K- 20.27% |
$122K - $147K
|
11.8K
$744K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3K- 85.71% |
$122K - $147K
|
500
$31.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.14K- 44.54% |
$127K - $154K
|
3.91K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 18.66% |
$131K - $159K
|
14.1K
$891K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.59K- 61.08% |
$146K - $176K
|
2.29K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-3.69K- 12.98% |
$150K - $181K
|
24.8K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.79K- 36.62% |
$154K - $186K
|
6.56K
$414K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.81K- 90.28% |
$154K - $187K
|
410
$25.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.94K- 6.92% |
$160K - $193K
|
53K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.01K- 2.93% |
$163K - $196K
|
133K
$8.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.24K- 2.8% |
$172K - $208K
|
147K
$9.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.33K- 99.31% |
$176K - $212K
|
30
$1.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.42K- 5.2% |
$179K - $217K
|
80.6K
$5.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-4.76K- 2.61% |
$193K - $233K
|
177K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.91K- 16.51% |
$199K - $241K
|
24.8K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5K- 40.86% |
$203K - $245K
|
7.24K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.38K- 36.64% |
$218K - $264K
|
9.3K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.54K- 32.52% |
$225K - $272K
|
11.5K
$725K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.55K- 34.07% |
$225K - $272K
|
10.7K
$678K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.91K- 88.15% |
$240K - $290K
|
794
$50.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.97K- 52.11% |
$242K - $293K
|
5.48K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.03K- 39.92% |
$245K - $296K
|
9.08K
$573K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.01K- 58.33% |
$284K - $344K
|
5.01K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.06K- 56.77% |
$287K - $346K
|
5.38K
$339K
|