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 306 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
143
shares
|
$8,721
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
128
shares
|
$7,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
108
shares
|
$6,586
0.02% of portfolio
|
Q1 2025
New holding
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$6,099
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
100
shares
|
$6,099
0.0% of portfolio
|
Q4 2023
Added 117.39%
|
|
Jcsd Capital, LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$6,099
0.01% of portfolio
|
Q2 2025
Reduced 99.83%
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
93
shares
|
$5,672
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
75
shares
|
$4,574
0.0% of portfolio
|
Q4 2022
Reduced 90.85%
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
70
shares
|
$4,269
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
40
shares
|
$2,439
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
40
shares
|
$2,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
22
shares
|
$1,341
0.0% of portfolio
|
Q2 2023
New holding
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14
shares
|
$853
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
10
shares
|
$609
0.0% of portfolio
|
Q1 2024
New holding
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$304
0.0% of portfolio
|
Q3 2024
New holding
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
4
shares
|
$243
0.0% of portfolio
|
Q1 2025
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4
shares
|
$243
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$121
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q4 2023
Reduced 100.0%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|