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 $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
938
shares
|
$55,079
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
915
shares
|
$53,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
884
shares
|
$51,908
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
772
shares
|
$45,331
0.0% of portfolio
|
Q1 2023
Added 77100.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
764
shares
|
$44,862
0.0% of portfolio
|
Q1 2025
Reduced 89.64%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$41,104
0.02% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
700
shares
|
$41,104
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
634
shares
|
$37,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
623
shares
|
$36,582
0.01% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
576
shares
|
$33,822
0.0% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
553
shares
|
$32,472
0.0% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
528
shares
|
$31,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
503
shares
|
$29,536
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$29,360
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
472
shares
|
$27,715
0.0% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
470
shares
|
$27,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
460
shares
|
$27,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
451
shares
|
$26,482
0.0% of portfolio
|
Q2 2025
Reduced 90.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$21,550
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
356
shares
|
$20,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
346
shares
|
$20,317
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
333
shares
|
$19,553
0.0% of portfolio
|
Q2 2025
Reduced 66.7%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$17,616
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$17,616
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
300
shares
|
$17,616
0.0% of portfolio
|
Q1 2023
New holding
|