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 306 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 $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,425
shares
|
$86,910
0.01% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,413
shares
|
$86,178
0.0% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,365
shares
|
$83,251
0.0% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,250
shares
|
$76,237
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,170
shares
|
$71,358
0.03% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,170
shares
|
$71,358
0.0% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,150
shares
|
$70,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,145
shares
|
$69,833
0.0% of portfolio
|
Q1 2025
Reduced 59.58%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,127
shares
|
$68,735
0.0% of portfolio
|
Q2 2025
Added 47.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,100
shares
|
$67,089
0.0% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$60,990
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
960
shares
|
$58,550
0.0% of portfolio
|
Q2 2025
Added 108.7%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
948
shares
|
$57,818
0.0% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
938
shares
|
$57,208
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
850
shares
|
$51,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
726
shares
|
$44,278
0.02% of portfolio
|
Q2 2025
Reduced 57.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$42,693
0.02% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
634
shares
|
$38,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
623
shares
|
$37,996
0.01% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
576
shares
|
$35,130
0.0% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
553
shares
|
$33,727
0.0% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
528
shares
|
$32,202
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
503
shares
|
$30,677
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$30,495
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
470
shares
|
$28,665
0.0% of portfolio
|
Q1 2025
New holding
|