Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2KNew |
$214K - $242K
|
3.2K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.18KNew |
$212K - $240K
|
3.18K
$200K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.15KNew |
$211K - $238K
|
3.15K
$199K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.09KNew |
$206K - $233K
|
3.09K
$195K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.02KNew |
$201K - $227K
|
3.02K
$190K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.98K+ 46.26% |
$199K - $225K
|
9.42K
$594K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.95KNew |
$197K - $223K
|
2.95K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.95KNew |
$197K - $223K
|
2.95K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.94KNew |
$197K - $222K
|
2.94K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.9K+ 10.53% |
$194K - $219K
|
30.5K
$1.92M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.9K+ 71.29% |
$194K - $219K
|
6.96K
$439K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.89KNew |
$193K - $218K
|
2.89K
$183K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 1.76% |
$189K - $214K
|
164K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.72KNew |
$182K - $205K
|
2.72K
$172K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.7KNew |
$180K - $204K
|
2.7K
$170K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.65K+ 5.37% |
$177K - $200K
|
52.1K
$3.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.28K+ 358.18% |
$152K - $172K
|
2.91K
$184K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.19KNew |
$146K - $165K
|
2.19K
$138K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.18KNew |
$146K - $165K
|
2.18K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.17K+ 36.87% |
$145K - $164K
|
8.05K
$508K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
2.08K+ 1.87% |
$139K - $157K
|
113K
$7.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.08K+ 1.67% |
$139K - $157K
|
127K
$7.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2K+ 7.14% |
$134K - $151K
|
30K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.95K+ 2536.36% |
$130K - $147K
|
2.03K
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1.9K+ 15.83% |
$127K - $143K
|
13.9K
$877K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.84K+ 20.86% |
$123K - $139K
|
10.7K
$674K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.79K+ 4.22% |
$120K - $135K
|
44.3K
$2.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.75K+ 30.99% |
$117K - $132K
|
7.39K
$466K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.69K+ 30.44% |
$113K - $128K
|
7.26K
$458K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.68K+ 2.61% |
$112K - $127K
|
66K
$4.16M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.57K+ 35.44% |
$105K - $119K
|
6K
$379K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.52K+ 4.03% |
$101K - $114K
|
39.2K
$2.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 2.98% |
$100K - $113K
|
51.7K
$3.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.32K+ 218.97% |
$87.9K - $99.3K
|
1.92K
$121K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.3KNew |
$86.9K - $98.1K
|
1.3K
$82K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 29.23% |
$85.2K - $96.3K
|
5.64K
$356K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 29.23% |
$85.2K - $96.3K
|
5.64K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.27K+ 1.68% |
$85K - $96K
|
77.1K
$4.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.25K+ 8.48% |
$83.5K - $94.3K
|
16K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.1K+ 0.57% |
$73.8K - $83.3K
|
196K
$12.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.09K+ 0.42% |
$72.8K - $82.2K
|
258K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 245.92% |
$70.5K - $79.6K
|
1.48K
$93.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
954New |
$63.7K - $72K
|
954
$60.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
947+ 9.82% |
$63.3K - $71.5K
|
10.6K
$668K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
940New |
$62.8K - $70.9K
|
940
$59.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
920+ 58.23% |
$61.5K - $69.4K
|
2.5K
$158K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
841+ 2.71% |
$56.2K - $63.5K
|
31.9K
$2.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
835+ 4.65% |
$55.8K - $63K
|
18.8K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
834+ 16.82% |
$55.7K - $62.9K
|
5.79K
$365K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
810+ 5.48% |
$54.1K - $61.1K
|
15.6K
$984K
|