Latest Institutional Transactions on Spdr S&P Regional Banking ETF (KRE)
This table provides information on the latest institutional transactions involving Spdr S&P Regional Banking ETF (KRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
60+ 120.0% |
$3.41K - $3.93K
|
110
$6.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.02K- 17.14% |
$57.7K - $66.5K
|
4.91K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
304New |
$17.3K - $19.9K
|
304
$17.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-31.6K- 40.11% |
$1.8M - $2.07M
|
47.3K
$2.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
600New |
$34.1K - $39.3K
|
600
$34.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.76K- 84.25% |
$441K - $508K
|
1.45K
$83K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-116- 87.22% |
$6.59K - $7.6K
|
17
$973
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-51.2K- 97.93% |
$2.91M - $3.51M
|
1.08K
$61.9K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-95K- 23.52% |
$5.4M - $6.51M
|
309K
$17.7M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.17K- 33.07% |
$294K - $354K
|
10.5K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
191KNew |
$10.8M - $13.1M
|
191K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.4KNew |
$79.6K - $96K
|
1.4K
$80.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
85+ 1.46% |
$4.83K - $5.83K
|
5.9K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.16KNew |
$236K - $285K
|
4.16K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
BUY
|
- |
20.2K+ 51.86% |
$1.15M - $1.38M
|
59.1K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.69K- 38.14% |
$153K - $185K
|
4.37K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.49KNew |
$198K - $239K
|
3.49K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-17- 13.39% |
$966 - $1.17K
|
110
$6.3K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
150+ 1.91% |
$8.52K - $10.3K
|
7.99K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
108KNew |
$6.11M - $7.37M
|
108K
$6.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
12.3K+ 28.95% |
$698K - $842K
|
54.7K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
100New |
$5.68K - $6.85K
|
100
$5.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
CALL |
75K+ 75.0% |
$4.26M - $5.14M
|
175K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
CALL |
4.1KNew |
$233K - $281K
|
4.1K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
42.4KNew |
$2.41M - $2.91M
|
42.4K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-2.64K- 12.0% |
$150K - $181K
|
19.4K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-690- 11.39% |
$39.2K - $47.3K
|
5.37K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
400+ 8.7% |
$22.7K - $27.4K
|
5K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
90+ 3.26% |
$5.11K - $6.17K
|
2.85K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-216- 4.53% |
$12.3K - $14.8K
|
4.55K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.27K- 97.87% |
$413K - $498K
|
158
$9.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.1K- 55.24% |
$800K - $965K
|
11.4K
$653K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-595- 14.18% |
$33.8K - $40.8K
|
3.6K
$206K
|
|
|
Nov 09, 2022
Q3 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
55K+ 183.33% |
$3.13M - $3.77M
|
85K
$4.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.14% |
$284 - $343
|
3.55K
$203K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.48KNew |
$83.9K - $101K
|
1.48K
$84.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
275New |
$15.6K - $18.8K
|
275
$15.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.2K+ 25.0% |
$68.2K - $82.2K
|
6K
$344K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
250+ 1.3% |
$14.2K - $17.1K
|
19.5K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.05K- 23.52% |
$59.7K - $72K
|
3.41K
$195K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.11K- 22.1% |
$177K - $213K
|
11K
$627K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
71.1KNew |
$4.04M - $4.87M
|
71.1K
$4.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500- 26.32% |
$28.4K - $34.3K
|
1.4K
$80.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-5- 0.07% |
$284 - $343
|
6.98K
$400K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
5.83KNew |
$331K - $399K
|
5.83K
$334K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
59New |
$3.35K - $4.04K
|
59
$3.38K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3KNew |
$171K - $205K
|
3K
$172K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-899- 47.04% |
$51.1K - $61.3K
|
1.01K
$57.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.56KClosed |
$430K - $516K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$910K - $1.09M
|
16K
$916K
|
|