Purchases and Sales Made in Q3 2024 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65KNew |
$166K - $200K
|
3.65K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.55KNew |
$161K - $194K
|
3.55K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.71K+ 29.98% |
$123K - $148K
|
11.7K
$681K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.64KNew |
$120K - $144K
|
2.64K
$153K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.04K+ 4.17% |
$92.9K - $112K
|
51.1K
$2.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.67KNew |
$75.9K - $91.4K
|
1.67K
$97K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.58KNew |
$72K - $86.6K
|
1.58K
$91.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$51.2K - $61.5K
|
1.13K
$65.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.03K+ 20.26% |
$46.6K - $56.1K
|
6.08K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
811+ 18.34% |
$36.9K - $44.4K
|
5.23K
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
769+ 14.79% |
$35K - $42.1K
|
5.97K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 6.02% |
$31.8K - $38.3K
|
12.3K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
651+ 7.36% |
$29.6K - $35.6K
|
9.49K
$551K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
645+ 678.95% |
$29.3K - $35.3K
|
740
$43K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
609+ 6.69% |
$27.7K - $33.3K
|
9.71K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
555+ 0.74% |
$25.2K - $30.4K
|
75.7K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
481New |
$21.9K - $26.3K
|
481
$27.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
416+ 16.51% |
$18.9K - $22.8K
|
2.94K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
400+ 8.66% |
$18.2K - $21.9K
|
5.02K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
276+ 3.25% |
$12.5K - $15.1K
|
8.78K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
260+ 3.93% |
$11.8K - $14.2K
|
6.87K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 16.33% |
$9.09K - $10.9K
|
1.43K
$82.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
170New |
$7.73K - $9.3K
|
170
$9.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
130New |
$5.91K - $7.11K
|
130
$7.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68+ 0.81% |
$3.09K - $3.72K
|
8.51K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 1.18% |
$2.91K - $3.5K
|
5.49K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45+ 1.67% |
$2.05K - $2.46K
|
2.75K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
43+ 0.61% |
$1.96K - $2.35K
|
7.09K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 0.36% |
$1.55K - $1.86K
|
9.46K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 0.59% |
$1K - $1.2K
|
3.74K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 0.59% |
$864 - $1.04K
|
3.22K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
18+ 0.41% |
$818 - $985
|
4.39K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
15New |
$682 - $821
|
15
$871
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
12+ 0.25% |
$546 - $657
|
4.9K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$318 - $383
|
4.55K
$264K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5New |
$227 - $274
|
5
$290
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 0.06% |
$182 - $219
|
6.32K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.61% |
$136 - $164
|
493
$28.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.55% |
$90.9 - $109
|
364
$21.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.5% |
$90.9 - $109
|
402
$23.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$90.9 - $109
|
5.63K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.59% |
$90.9 - $109
|
340
$19.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.11% |
$45.5 - $54.7
|
91
$5.29K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.11% |
$45.5 - $54.7
|
91
$5.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 0.17% |
$682 - $821
|
8.84K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-19- 0.22% |
$864 - $1.04K
|
8.7K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-20- 66.67% |
$909 - $1.09K
|
10
$581
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.18% |
$1K - $1.2K
|
12K
$697K
|