Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 73.65% |
$794K - $1.11M
|
48.6K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
20KNew |
$771K - $1.08M
|
20K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.3KNew |
$746K - $1.04M
|
19.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
18.8KNew |
$725K - $1.01M
|
18.8K
$1.22M
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
18KNew |
$694K - $969K
|
18K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
17.7KNew |
$684K - $955K
|
17.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.6KNew |
$677K - $945K
|
17.6K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.2KNew |
$663K - $925K
|
17.2K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.2K+ 32.61% |
$662K - $924K
|
69.8K
$4.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
17KNew |
$657K - $916K
|
17K
$1.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17KNew |
$656K - $915K
|
17K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17K+ 18.93% |
$655K - $914K
|
107K
$6.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
16.8K+ 5.44% |
$650K - $906K
|
326K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 16.95% |
$633K - $883K
|
113K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 8.42% |
$610K - $851K
|
204K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.2K+ 96.23% |
$586K - $817K
|
31K
$2M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
13.3KNew |
$513K - $716K
|
13.3K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
13.3K+ 57.83% |
$513K - $716K
|
36.3K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 42.65% |
$510K - $711K
|
44.2K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.1K+ 207.34% |
$466K - $651K
|
17.9K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 9.91% |
$451K - $630K
|
130K
$8.38M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$416K - $580K
|
10.8K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$413K - $576K
|
10.7K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$397K - $554K
|
10.3K
$665K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
10K+ 25.95% |
$386K - $538K
|
48.6K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$386K - $538K
|
50K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.92KNew |
$383K - $534K
|
9.92K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9.56K+ 10.26% |
$369K - $515K
|
103K
$6.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9.24KNew |
$356K - $497K
|
9.24K
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.03K+ 46.58% |
$348K - $486K
|
28.4K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
9KNew |
$347K - $484K
|
9K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.62KNew |
$333K - $464K
|
8.62K
$557K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.61K+ 23.49% |
$332K - $463K
|
45.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.2K+ 74545.45% |
$316K - $441K
|
8.21K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.04K+ 162.78% |
$310K - $432K
|
13K
$838K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
7.97KNew |
$307K - $429K
|
7.97K
$515K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.94KNew |
$306K - $427K
|
7.94K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.8KNew |
$301K - $420K
|
7.8K
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.8K+ 253.54% |
$301K - $420K
|
10.9K
$703K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.78KNew |
$300K - $419K
|
7.78K
$503K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.77KNew |
$300K - $418K
|
7.77K
$502K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.74KNew |
$298K - $416K
|
7.74K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.6KNew |
$293K - $409K
|
7.6K
$491K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
7.5KNew |
$289K - $404K
|
7.5K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.48KNew |
$288K - $402K
|
7.48K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.31KNew |
$282K - $393K
|
7.31K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.02K+ 27.49% |
$271K - $378K
|
32.6K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
7KNew |
$270K - $377K
|
7K
$452K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
6.88KNew |
$265K - $370K
|
6.88K
$444K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.86KNew |
$265K - $369K
|
6.86K
$443K
|