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 248 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $736 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
528
shares
|
$27,640
0.0% of portfolio
|
Q4 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
514
shares
|
$26,907
0.0% of portfolio
|
Q1 2022
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$26,175
0.01% of portfolio
|
Q1 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
490
shares
|
$25,651
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
450
shares
|
$23,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
400
shares
|
$20,940
0.0% of portfolio
|
Q4 2023
Reduced 55.56%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
400
shares
|
$20,940
0.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
400
shares
|
$20,940
0.0% of portfolio
|
Q2 2022
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
383
shares
|
$20,050
0.0% of portfolio
|
Q2 2024
Added 666.0%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
362
shares
|
$18,950
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
356
shares
|
$18,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
338
shares
|
$17,694
0.0% of portfolio
|
Q2 2024
Added 0.9%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
308
shares
|
$16,123
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
300
shares
|
$15,705
0.0% of portfolio
|
Q2 2024
Reduced 29.08%
|
|
Founders Capital Management
|
Jul 10, 2024 Q2 2024 |
300
shares
|
$15,705
0.01% of portfolio
|
Q4 2022
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,705
0.0% of portfolio
|
Q1 2023
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
283
shares
|
$14,815
0.01% of portfolio
|
Q3 2023
New holding
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
275
shares
|
$14,396
0.01% of portfolio
|
Q4 2021
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
255
shares
|
$13,349
0.0% of portfolio
|
Q1 2020
Reduced 37.25%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
215
shares
|
$11,255
0.01% of portfolio
|
Q2 2023
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
208
shares
|
$10,888
0.0% of portfolio
|
Q1 2018
Reduced 57.81%
|
|
Macquarie Group LTD
Australia, C3 |
Aug 09, 2024 Q2 2024 |
205
shares
|
$10,731
0.0% of portfolio
|
Q2 2024
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
200
shares
|
$10,470
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
180
shares
|
$9,423
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
150
shares
|
$7,852
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|