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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,176
shares
|
$597,534
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,969
shares
|
$585,379
0.0% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,762
shares
|
$573,224
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
9,747
shares
|
$572,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,688
shares
|
$568,879
0.0% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,422
shares
|
$553,259
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
9,165
shares
|
$538,168
0.04% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,949
shares
|
$525,485
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,842
shares
|
$519,202
0.0% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
8,811
shares
|
$517,381
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
8,637
shares
|
$507,164
0.43% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
8,622
shares
|
$506,283
0.04% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,490
shares
|
$498,532
0.08% of portfolio
|
Q1 2021
Reduced 0.82%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
8,380
shares
|
$492,073
0.0% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,314
shares
|
$488,198
0.19% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,288
shares
|
$486,671
0.49% of portfolio
|
Q3 2023
Added 1.01%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
8,287
shares
|
$486,612
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,221
shares
|
$482,737
0.0% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$478,450
0.35% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
7,914
shares
|
$464,710
0.0% of portfolio
|
Q1 2025
Reduced 44.3%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
7,554
shares
|
$443,570
0.53% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,390
shares
|
$433,940
0.0% of portfolio
|
Q1 2025
Added 33.59%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
7,340
shares
|
$431,004
0.17% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
7,209
shares
|
$423,312
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
7,094
shares
|
$416,559
0.0% of portfolio
|
Q1 2025
Reduced 41.84%
|