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 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.7K+ 65.16% |
$104K - $145K
|
6.84K
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.64KNew |
$102K - $142K
|
2.64K
$170K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.61KNew |
$101K - $140K
|
2.61K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.55K+ 15.1% |
$98.4K - $137K
|
19.4K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.54K+ 2.33% |
$97.9K - $137K
|
112K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5KNew |
$96.4K - $135K
|
2.5K
$162K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.29K+ 36.6% |
$88.4K - $123K
|
8.56K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.26K+ 2.29% |
$87.1K - $121K
|
101K
$6.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 361.35% |
$86.6K - $121K
|
2.87K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.16KNew |
$83.4K - $116K
|
2.16K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.03K+ 14.02% |
$78.1K - $109K
|
16.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.02K+ 26.77% |
$77.7K - $108K
|
9.54K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.99K+ 1.16% |
$76.8K - $107K
|
173K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.99KNew |
$76.6K - $107K
|
1.99K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.87K+ 4.39% |
$72.2K - $101K
|
44.5K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.8K+ 5.42% |
$69.4K - $96.9K
|
35K
$2.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 31.73% |
$67.2K - $93.7K
|
7.23K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.73K+ 217.25% |
$66.5K - $92.8K
|
2.52K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.6K+ 17.54% |
$61.7K - $86.1K
|
10.7K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.49K+ 19.98% |
$57.3K - $79.9K
|
8.92K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 2.75% |
$53.3K - $74.4K
|
51.6K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.35K+ 9.45% |
$52K - $72.6K
|
15.6K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.21K+ 24.09% |
$46.8K - $65.3K
|
6.25K
$404K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.12KNew |
$43.2K - $60.3K
|
1.12K
$72.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$39.8K - $55.6K
|
1.03K
$66.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.03K+ 16.8% |
$39.8K - $55.6K
|
7.18K
$464K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 3.93% |
$38.6K - $53.9K
|
26.5K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$38.6K - $53.8K
|
1K
$64.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
949+ 105.44% |
$36.6K - $51.1K
|
1.85K
$120K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
900+ 219.51% |
$34.7K - $48.4K
|
1.31K
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
897+ 1.62% |
$34.6K - $48.3K
|
56.1K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
854+ 1.61% |
$32.9K - $46K
|
53.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
825+ 10.6% |
$31.8K - $44.4K
|
8.61K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
822+ 28.66% |
$31.7K - $44.2K
|
3.69K
$238K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
712+ 19.57% |
$27.5K - $38.3K
|
4.35K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
707+ 14.17% |
$27.3K - $38.1K
|
5.7K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
695+ 1.83% |
$26.8K - $37.4K
|
38.6K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
580+ 2.97% |
$22.4K - $31.2K
|
20.1K
$1.3M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
564+ 49.39% |
$21.8K - $30.4K
|
1.71K
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
545+ 11.1% |
$21K - $29.3K
|
5.46K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
500New |
$19.3K - $26.9K
|
500
$32.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
500New |
$19.3K - $26.9K
|
500
$32.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
456+ 5.23% |
$17.6K - $24.5K
|
9.18K
$593K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
414New |
$16K - $22.3K
|
414
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
372+ 6.32% |
$14.3K - $20K
|
6.26K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
370New |
$14.3K - $19.9K
|
370
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
352+ 4.22% |
$13.6K - $18.9K
|
8.7K
$562K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
336New |
$13K - $18.1K
|
336
$21.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
319+ 2.26% |
$12.3K - $17.2K
|
14.4K
$933K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
316+ 0.39% |
$12.2K - $17K
|
80.4K
$5.2M
|