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 293 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 $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
48,631
shares
|
$2.86 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
42,505
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
40,059
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2025
Added 95.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
39,793
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2023
Reduced 15.81%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
38,310
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
36,940
shares
|
$2.17 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
32,690
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,336
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
31,925
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
30,959
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
29,920
shares
|
$1.76 Million
0.3% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
29,628
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
29,393
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
28,996
shares
|
$1.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
25,000
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 89.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,084
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 4531.54%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,640
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
23,557
shares
|
$1.38 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,483
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
23,155
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
21,883
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
21,266
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,472
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
20,030
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
18,979
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 169.28%
|