Purchases and Sales Made in Q4 2022 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
475New |
$20.8K - $23.7K
|
475
$26.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
422+ 9.26% |
$18.5K - $21.1K
|
4.98K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
415+ 8.51% |
$18.2K - $20.7K
|
5.29K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
406+ 4.3% |
$17.8K - $20.3K
|
9.85K
$553K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
400+ 5.76% |
$17.5K - $20K
|
7.35K
$412K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
341+ 3.45% |
$14.9K - $17K
|
10.2K
$574K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
300New |
$13.1K - $15K
|
300
$16.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274New |
$12K - $13.7K
|
274
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
253New |
$11.1K - $12.6K
|
253
$14.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
215New |
$9.41K - $10.7K
|
215
$12.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 36.36% |
$8.75K - $10K
|
750
$42.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
185+ 1.63% |
$8.1K - $9.25K
|
11.5K
$648K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 11.86% |
$6.57K - $7.5K
|
1.42K
$79.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
144New |
$6.3K - $7.2K
|
144
$8.08K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
137New |
$6K - $6.85K
|
137
$7.68K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
115+ 0.94% |
$5.03K - $5.75K
|
12.4K
$693K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 0.53% |
$4.38K - $5K
|
18.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
76+ 0.95% |
$3.33K - $3.8K
|
8.08K
$453K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
50New |
$2.19K - $2.5K
|
50
$2.8K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50New |
$2.19K - $2.5K
|
50
$2.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$2.19K - $2.5K
|
50
$2.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
45+ 100.0% |
$1.97K - $2.25K
|
90
$5.05K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
37+ 0.1% |
$1.62K - $1.85K
|
35.6K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35New |
$1.53K - $1.75K
|
35
$1.96K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 0.94% |
$1.05K - $1.2K
|
2.59K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
21+ 0.02% |
$919 - $1.05K
|
90.1K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 10.0% |
$875 - $1K
|
220
$12.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.38% |
$875 - $1K
|
5.35K
$300K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.98% |
$481 - $550
|
1.13K
$63.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 1.28% |
$394 - $450
|
710
$39.8K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 1.1% |
$219 - $250
|
460
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.89% |
$175 - $200
|
455
$25.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.86% |
$175 - $200
|
467
$26.2K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.15% |
$131 - $150
|
263
$14.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.92% |
$87.5 - $100
|
220
$12.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$87.5 - $100
|
459
$25.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14- 1.7% |
$613 - $700
|
810
$45.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 5.17% |
$1.31K - $1.5K
|
550
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32- 6.02% |
$1.4K - $1.6K
|
500
$28K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-39- 0.58% |
$1.71K - $1.95K
|
6.72K
$377K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 0.57% |
$3.28K - $3.75K
|
13K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-100- 1.84% |
$4.38K - $5K
|
5.35K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-107- 14.66% |
$4.68K - $5.35K
|
623
$34.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122- 2.32% |
$5.34K - $6.1K
|
5.14K
$288K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-158- 4.04% |
$6.92K - $7.9K
|
3.76K
$211K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-175- 1.86% |
$7.66K - $8.75K
|
9.22K
$517K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-192- 1.61% |
$8.4K - $9.6K
|
11.7K
$657K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-236- 6.24% |
$10.3K - $11.8K
|
3.55K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-239- 9.41% |
$10.5K - $11.9K
|
2.3K
$129K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-240- 54.55% |
$10.5K - $12K
|
200
$11.2K
|