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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
7,000
shares
|
$411,040
0.06% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,756
shares
|
$396,712
0.0% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
6,748
shares
|
$396,242
0.01% of portfolio
|
Q4 2024
Reduced 68.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,602
shares
|
$387,669
0.03% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,584
shares
|
$386,612
0.0% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,551
shares
|
$384,674
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,519
shares
|
$382,795
0.0% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,370
shares
|
$374,046
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,353
shares
|
$373,048
0.01% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,274
shares
|
$368,409
0.0% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
6,200
shares
|
$364,064
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
6,177
shares
|
$362,713
0.18% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,096
shares
|
$357,957
0.02% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,075
shares
|
$356,724
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
6,007
shares
|
$352,731
0.01% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
5,941
shares
|
$348,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,560
shares
|
$326,483
0.07% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,553
shares
|
$326,072
0.0% of portfolio
|
Q1 2025
Reduced 60.79%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
5,495
shares
|
$322,666
0.05% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,487
shares
|
$322,196
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
5,409
shares
|
$317,616
0.06% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
5,337
shares
|
$313,388
0.18% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,197
shares
|
$305,167
0.02% of portfolio
|
Q2 2025
Added 23.83%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,148
shares
|
$302,290
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,070
shares
|
$297,710
0.01% of portfolio
|
Q4 2024
New holding
|