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 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
287+ 4.07% |
$11.1K - $15.4K
|
7.34K
$471K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
286+ 11.64% |
$11K - $15.4K
|
2.74K
$176K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250+ 0.93% |
$9.64K - $13.5K
|
27K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
230+ 0.37% |
$8.87K - $12.4K
|
62.2K
$3.99M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
227+ 129.71% |
$8.76K - $12.2K
|
402
$25.8K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
202+ 80.8% |
$7.79K - $10.9K
|
452
$29K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
187+ 24.93% |
$7.21K - $10.1K
|
937
$60.1K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
185+ 0.11% |
$7.14K - $9.96K
|
168K
$10.8M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
153+ 850.0% |
$5.9K - $8.23K
|
171
$11K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
150+ 2.55% |
$5.79K - $8.07K
|
6.03K
$387K
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
149+ 1.75% |
$5.75K - $8.02K
|
8.66K
$555K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
148+ 47.74% |
$5.71K - $7.97K
|
458
$29.4K
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
145+ 2.86% |
$5.59K - $7.8K
|
5.22K
$335K
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
133New |
$5.13K - $7.16K
|
133
$8.53K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
131+ 1.28% |
$5.05K - $7.05K
|
10.4K
$668K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85+ 2.5% |
$3.28K - $4.57K
|
3.49K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
73+ 1.36% |
$2.82K - $3.93K
|
5.45K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
63New |
$2.43K - $3.39K
|
63
$4.04K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
60New |
$2.31K - $3.23K
|
60
$3.85K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.31% |
$1.97K - $2.74K
|
16.6K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
39+ 0.69% |
$1.5K - $2.1K
|
5.67K
$363K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
39+ 0.67% |
$1.5K - $2.1K
|
5.84K
$375K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36New |
$1.39K - $1.94K
|
36
$2.31K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
36+ 1.32% |
$1.39K - $1.94K
|
2.76K
$177K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 0.83% |
$1.16K - $1.61K
|
3.63K
$233K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.82% |
$964 - $1.35K
|
3.07K
$197K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$887 - $1.24K
|
23
$1.48K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11New |
$424 - $592
|
11
$706
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
11+ 0.11% |
$424 - $592
|
9.73K
$624K
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.57% |
$347 - $484
|
1.6K
$102K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.13% |
$309 - $431
|
5.95K
$382K
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7+ 0.08% |
$270 - $377
|
8.53K
$547K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6New |
$231 - $323
|
6
$385
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.84% |
$193 - $269
|
600
$38.5K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.33% |
$77.1 - $108
|
604
$38.8K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.33% |
$77.1 - $108
|
608
$39K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.05% |
$77.1 - $108
|
4.29K
$275K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.98% |
$38.6 - $53.8
|
103
$6.61K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.41% |
$38.6 - $53.8
|
243
$15.6K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.93% |
$38.6 - $53.8
|
108
$6.93K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.66% |
$386 - $538
|
1.5K
$96.2K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-20- 19.61% |
$771 - $1.08K
|
82
$5.26K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30Closed |
$1.16K - $1.61K
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 12.02% |
$1.2K - $1.67K
|
227
$14.6K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35- 0.43% |
$1.35K - $1.88K
|
8.01K
$514K
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 14.5% |
$1.47K - $2.05K
|
224
$14.4K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 14.33% |
$1.66K - $2.31K
|
257
$16.5K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-45- 19.57% |
$1.74K - $2.42K
|
185
$11.9K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-72- 41.86% |
$2.78K - $3.88K
|
100
$6.42K
|