Institutional Ownership Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE). We have compiled data on the 309 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
553
shares
|
$31,803
0.0% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
528
shares
|
$30,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
506
shares
|
$29,100
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$28,755
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
493
shares
|
$28,352
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
470
shares
|
$27,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
451
shares
|
$25,937
0.0% of portfolio
|
Q2 2025
Reduced 90.4%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
397
shares
|
$22,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$21,106
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
363
shares
|
$20,876
0.0% of portfolio
|
Q3 2025
Reduced 90.58%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
356
shares
|
$20,473
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
348
shares
|
$20,013
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
333
shares
|
$19,150
0.0% of portfolio
|
Q2 2025
Reduced 66.7%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
300
shares
|
$17,253
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$17,253
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
300
shares
|
$17,253
0.0% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
300
shares
|
$17,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
283
shares
|
$16,275
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
275
shares
|
$15,815
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
255
shares
|
$14,665
0.0% of portfolio
|
Q1 2020
Reduced 37.25%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
215
shares
|
$12,364
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
209
shares
|
$12,019
0.0% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
208
shares
|
$11,962
0.0% of portfolio
|
Q1 2018
Reduced 57.81%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$11,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$11,502
0.0% of portfolio
|
Q4 2024
New holding
|