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 309 institutions that hold shares in the stock, with a total of 19.5 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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,235
shares
|
$243,554
0.06% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,218
shares
|
$242,577
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,203
shares
|
$241,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
4,189
shares
|
$240,909
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
4,097
shares
|
$235,618
0.02% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$235,215
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,083
shares
|
$234,813
0.0% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,000
shares
|
$230,040
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$230,040
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
3,685
shares
|
$211,924
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,626
shares
|
$208,531
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,612
shares
|
$207,726
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,484
shares
|
$200,364
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,476
shares
|
$199,904
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
3,277
shares
|
$188,460
0.0% of portfolio
|
Q3 2025
Reduced 45.75%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$173,047
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,989
shares
|
$171,897
0.01% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
2,983
shares
|
$171,552
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,925
shares
|
$168,216
0.05% of portfolio
|
Q3 2025
Reduced 76.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,809
shares
|
$161,545
0.0% of portfolio
|
Q3 2025
Reduced 19.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,663
shares
|
$153,149
0.0% of portfolio
|
Q1 2025
Reduced 84.95%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,640
shares
|
$151,826
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,150
shares
|
$123,646
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,110
shares
|
$121,346
0.0% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,801
shares
|
$103,575
0.01% of portfolio
|
Q2 2025
New holding
|