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 |
|---|---|---|---|---|---|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
18,421
shares
|
$1.08 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,988
shares
|
$997,535
0.0% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,983
shares
|
$997,241
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
16,478
shares
|
$967,588
0.13% of portfolio
|
Q1 2025
Reduced 94.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
16,418
shares
|
$964,064
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,306
shares
|
$957,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
15,000
shares
|
$880,800
3.11% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
14,648
shares
|
$860,130
0.0% of portfolio
|
Q2 2025
Added 41.94%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
14,587
shares
|
$856,548
0.02% of portfolio
|
Q1 2023
Added 41.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,874
shares
|
$814,681
0.01% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,791
shares
|
$809,807
0.01% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,074
shares
|
$767,705
0.0% of portfolio
|
Q1 2025
Reduced 66.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,830
shares
|
$753,377
0.07% of portfolio
|
Q4 2023
Reduced 37.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,451
shares
|
$731,122
0.02% of portfolio
|
Q3 2022
Reduced 76.94%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
12,325
shares
|
$723,724
0.18% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,310
shares
|
$722,843
0.02% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
11,770
shares
|
$691,134
0.15% of portfolio
|
Q1 2025
Added 695.27%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,550
shares
|
$678,216
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
11,352
shares
|
$666,589
1.49% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,158
shares
|
$655,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,053
shares
|
$649,032
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
10,750
shares
|
$631,240
0.03% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
10,703
shares
|
$628,480
0.07% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,321
shares
|
$606,049
0.0% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,228
shares
|
$600,588
0.0% of portfolio
|
Q1 2025
Added 10.05%
|