Purchases and Sales Made in Q1 2025 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.03K+ 2.35% |
$155K - $182K
|
132K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.99K+ 8.46% |
$153K - $179K
|
38.3K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.8K+ 3.26% |
$144K - $168K
|
88.7K
$4.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.17KNew |
$111K - $130K
|
2.17K
$115K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.09K+ 0.16% |
$107K - $125K
|
1.28M
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.9K+ 8.92% |
$97.3K - $114K
|
23.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.86K+ 33.59% |
$95.3K - $111K
|
7.39K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.54K+ 0.48% |
$78.9K - $92.2K
|
324K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 125300.0% |
$64.3K - $75.1K
|
1.25K
$66.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$64.1K - $74.9K
|
1.25K
$66.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.12K+ 21.74% |
$57.6K - $67.3K
|
6.29K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 16.56% |
$53.5K - $62.5K
|
7.34K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
942+ 10.77% |
$48.3K - $56.4K
|
9.69K
$515K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
934+ 10.05% |
$47.9K - $56K
|
10.2K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
902+ 15.98% |
$46.3K - $54K
|
6.55K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
870+ 56.49% |
$44.6K - $52.1K
|
2.41K
$128K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
762+ 2.41% |
$39.1K - $45.7K
|
32.3K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
700New |
$35.9K - $41.9K
|
700
$37.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
582+ 7.23% |
$29.8K - $34.9K
|
8.64K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
539+ 11.23% |
$27.6K - $32.3K
|
5.34K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
504+ 2.19% |
$25.8K - $30.2K
|
23.5K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
470New |
$24.1K - $28.2K
|
470
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460New |
$23.6K - $27.6K
|
460
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
404+ 7.21% |
$20.7K - $24.2K
|
6.01K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
400+ 0.23% |
$20.5K - $24K
|
171K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
364+ 3.05% |
$18.7K - $21.8K
|
12.3K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
348+ 3.49% |
$17.8K - $20.9K
|
10.3K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
335New |
$17.2K - $20.1K
|
335
$17.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
325+ 43.92% |
$16.7K - $19.5K
|
1.07K
$56.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300+ 100.0% |
$15.4K - $18K
|
600
$31.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
300New |
$15.4K - $18K
|
300
$16K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
284+ 5.46% |
$14.6K - $17K
|
5.49K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
258+ 1.1% |
$13.2K - $15.5K
|
23.6K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
245+ 7.42% |
$12.6K - $14.7K
|
3.55K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
240+ 21.33% |
$12.3K - $14.4K
|
1.37K
$72.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
200New |
$10.3K - $12K
|
200
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
181+ 1.96% |
$9.28K - $10.8K
|
9.42K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
173+ 576.67% |
$8.87K - $10.4K
|
203
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149+ 11.79% |
$7.64K - $8.93K
|
1.41K
$75.2K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
108New |
$5.54K - $6.47K
|
108
$5.75K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 16.29% |
$5.13K - $5.99K
|
714
$38K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
96+ 2.03% |
$4.92K - $5.75K
|
4.82K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
95New |
$4.87K - $5.69K
|
95
$5.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86New |
$4.41K - $5.15K
|
86
$4.58K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
80+ 1.74% |
$4.1K - $4.79K
|
4.69K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
43+ 0.7% |
$2.21K - $2.58K
|
6.18K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42+ 47.19% |
$2.15K - $2.52K
|
131
$6.97K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$2.05K - $2.4K
|
40
$2.13K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
36New |
$1.85K - $2.16K
|
36
$1.92K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
34+ 0.7% |
$1.74K - $2.04K
|
4.91K
$261K
|