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 257 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,757
shares
|
$340,123
0.0% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,673
shares
|
$335,160
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,631
shares
|
$332,679
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
5,586
shares
|
$330,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,493
shares
|
$324,526
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,328
shares
|
$314,778
0.01% of portfolio
|
Q3 2024
Added 133100.0%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
5,267
shares
|
$311,174
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$309,106
0.01% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,017
shares
|
$296,404
0.0% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,966
shares
|
$293,391
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
4,897
shares
|
$289,314
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,847
shares
|
$286,360
0.09% of portfolio
|
Q3 2024
Reduced 48.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,772
shares
|
$281,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,623
shares
|
$273,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,550
shares
|
$268,814
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
4,547
shares
|
$268,636
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,417
shares
|
$260,956
0.03% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,391
shares
|
$259,420
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,301
shares
|
$254,103
0.0% of portfolio
|
Q3 2024
Added 1022.98%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,278
shares
|
$252,744
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
4,215
shares
|
$249,022
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,197
shares
|
$247,958
0.01% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,100
shares
|
$242,228
0.0% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,097
shares
|
$242,050
0.02% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,017
shares
|
$237,324
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|