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 304 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulysses Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,000
shares
|
$997,880
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
18,158
shares
|
$953,658
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
17,879
shares
|
$939,005
0.0% of portfolio
|
Q4 2024
Added 59496.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,759
shares
|
$932,702
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
17,697
shares
|
$929,446
0.0% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
16,979
shares
|
$891,737
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,306
shares
|
$856,391
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
15,887
shares
|
$834,385
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
15,000
shares
|
$787,800
3.11% of portfolio
|
Q4 2022
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,587
shares
|
$766,109
0.02% of portfolio
|
Q1 2023
Added 41.28%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
14,209
shares
|
$746,256
0.01% of portfolio
|
Q4 2024
Reduced 37.41%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14,163
shares
|
$743,840
0.0% of portfolio
|
Q4 2024
Added 124.2%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,442
shares
|
$705,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
13,004
shares
|
$682,970
0.0% of portfolio
|
Q4 2024
Reduced 86.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,830
shares
|
$673,831
0.07% of portfolio
|
Q4 2023
Reduced 37.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,655
shares
|
$664,640
0.01% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,451
shares
|
$653,926
0.02% of portfolio
|
Q3 2022
Reduced 76.94%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
12,325
shares
|
$647,309
0.2% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
12,198
shares
|
$640,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
12,000
shares
|
$630,240
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
11,946
shares
|
$627,403
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,800
shares
|
$619,736
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
11,786
shares
|
$619,000
0.31% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,665
shares
|
$612,645
0.05% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
11,500
shares
|
$603,980
0.04% of portfolio
|
Q3 2024
Reduced 4.96%
|