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 266 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $868 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,000
shares
|
$234,120
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$234,120
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,934
shares
|
$230,257
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,833
shares
|
$224,345
0.0% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,801
shares
|
$222,472
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,743
shares
|
$219,077
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,650
shares
|
$213,634
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,604
shares
|
$210,942
0.01% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,546
shares
|
$207,547
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,446
shares
|
$201,694
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,223
shares
|
$188,642
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,096
shares
|
$181,208
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,747
shares
|
$160,781
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,700
shares
|
$158,031
0.01% of portfolio
|
Q1 2024
Reduced 27.03%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,640
shares
|
$154,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,523
shares
|
$147,671
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,150
shares
|
$125,839
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
1,961
shares
|
$114,777
0.01% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,710
shares
|
$100,086
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,690
shares
|
$98,915
0.01% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,650
shares
|
$96,574
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,645
shares
|
$96,281
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,425
shares
|
$83,405
0.0% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,383
shares
|
$80,946
0.0% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,327
shares
|
$77,669
0.0% of portfolio
|
Q3 2024
Reduced 90.8%
|