Purchases and Sales Made in Q2 2023 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
4.27K+ 74.23% |
$136K - $163K
|
10K
$563K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.83K+ 41.15% |
$122K - $147K
|
13.1K
$737K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.82K+ 2.12% |
$122K - $146K
|
184K
$10.3M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.2KNew |
$102K - $122K
|
3.2K
$179K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.15KNew |
$68.6K - $82.2K
|
2.15K
$121K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.5K+ 20.89% |
$47.9K - $57.3K
|
8.68K
$487K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 10.51% |
$38K - $45.5K
|
12.5K
$702K
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
1.04K+ 10.81% |
$33.3K - $39.9K
|
10.7K
$600K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
650+ 28.26% |
$20.7K - $24.8K
|
2.95K
$165K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
615+ 17.06% |
$19.6K - $23.5K
|
4.22K
$237K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
430+ 7.89% |
$13.7K - $16.4K
|
5.88K
$330K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
365+ 4.06% |
$11.6K - $14K
|
9.35K
$524K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
361+ 2.48% |
$11.5K - $13.8K
|
14.9K
$836K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
302New |
$9.63K - $11.5K
|
302
$16.9K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
215New |
$6.86K - $8.22K
|
215
$12.1K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
195+ 0.94% |
$6.22K - $7.45K
|
20.8K
$1.17M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162New |
$5.17K - $6.19K
|
162
$9.08K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133+ 12.09% |
$4.24K - $5.08K
|
1.23K
$69.1K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
116+ 0.85% |
$3.7K - $4.43K
|
13.8K
$775K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100New |
$3.19K - $3.82K
|
100
$5.61K
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
69+ 0.85% |
$2.2K - $2.64K
|
8.21K
$460K
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
64+ 0.17% |
$2.04K - $2.45K
|
37.5K
$2.1M
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50New |
$1.6K - $1.91K
|
50
$2.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$989 - $1.19K
|
31
$1.74K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 50.0% |
$798 - $956
|
75
$4.21K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 0.84% |
$734 - $879
|
2.77K
$155K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22New |
$702 - $841
|
22
$1.23K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11New |
$351 - $421
|
11
$617
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8+ 0.08% |
$255 - $306
|
9.56K
$536K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.87% |
$128 - $153
|
463
$26K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.85% |
$128 - $153
|
475
$26.6K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.86% |
$128 - $153
|
467
$26.2K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.14% |
$95.7 - $115
|
267
$15K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.37% |
$95.7 - $115
|
813
$45.6K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.42% |
$95.7 - $115
|
715
$40.1K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$95.7 - $115
|
327
$18.3K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$95.7 - $115
|
5.73K
$321K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.9% |
$63.8 - $76.5
|
224
$12.6K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.81% |
$63.8 - $76.5
|
250
$14K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$31.9 - $38.2
|
551
$30.9K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.05% |
$128 - $153
|
8.29K
$465K
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.05% |
$128 - $153
|
8.29K
$465K
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.14% |
$542 - $650
|
12.1K
$679K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 0.64% |
$702 - $841
|
3.39K
$190K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32- 5.19% |
$1.02K - $1.22K
|
584
$32.8K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-46- 0.68% |
$1.47K - $1.76K
|
6.7K
$376K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-46- 2.24% |
$1.47K - $1.76K
|
2.01K
$113K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-49- 5.66% |
$1.56K - $1.87K
|
816
$45.8K
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-55- 64.71% |
$1.75K - $2.1K
|
30
$1.68K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 2.44% |
$3.19K - $3.82K
|
4K
$224K
|