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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 0.7% |
$1.23K - $1.44K
|
3.45K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 4.89% |
$1.13K - $1.32K
|
472
$25.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$974 - $1.14K
|
19
$1.01K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.35% |
$923 - $1.08K
|
5.15K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13+ 0.15% |
$667 - $779
|
8.81K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4New |
$205 - $240
|
4
$213
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 0.81% |
$205 - $240
|
500
$26.6K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.02% |
$205 - $240
|
17K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$103 - $120
|
344
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2+ 0.12% |
$103 - $120
|
1.65K
$87.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$51.3 - $59.9
|
3.94K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.1% |
$51.3 - $59.9
|
92
$4.89K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3- 60.0% |
$154 - $180
|
2
$106
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7- 0.2% |
$359 - $419
|
3.44K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9- 1.29% |
$462 - $539
|
691
$36.8K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-10- 0.1% |
$513 - $599
|
9.76K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-63- 0.57% |
$3.23K - $3.77K
|
11.1K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-74- 2.57% |
$3.79K - $4.43K
|
2.81K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-98- 2.13% |
$5.03K - $5.87K
|
4.5K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$5.13K - $5.99K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-210- 2.83% |
$10.8K - $12.6K
|
7.21K
$384K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-230- 2.51% |
$11.8K - $13.8K
|
8.95K
$476K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-249- 8.04% |
$12.8K - $14.9K
|
2.85K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-250- 2.12% |
$12.8K - $15K
|
11.6K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-278- 5.98% |
$14.3K - $16.7K
|
4.37K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 6.0% |
$15.4K - $18K
|
4.7K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$15.4K - $18K
|
300
$16K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-326- 0.67% |
$16.7K - $19.5K
|
48.6K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-352- 8.99% |
$18.1K - $21.1K
|
3.57K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-365- 0.68% |
$18.7K - $21.9K
|
53K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-371- 4.27% |
$19K - $22.2K
|
8.31K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-704- 9.48% |
$36.1K - $42.2K
|
6.72K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-750- 6.52% |
$38.5K - $44.9K
|
10.8K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-768- 4.32% |
$39.4K - $46K
|
17K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-801- 2.45% |
$41.1K - $48K
|
31.9K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-884- 14.89% |
$45.3K - $53K
|
5.05K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1K- 19.24% |
$51.3K - $59.9K
|
4.2K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 19.03% |
$55K - $64.2K
|
4.56K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.35K- 4.44% |
$69.1K - $80.8K
|
29K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 19.04% |
$78.6K - $91.9K
|
6.52K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.67K- 19.81% |
$85.6K - $100K
|
6.76K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.69K- 59.58% |
$86.6K - $101K
|
1.15K
$60.9K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.06K- 20.64% |
$106K - $123K
|
7.91K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.1K- 13.19% |
$107K - $126K
|
13.8K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.25K- 25.44% |
$115K - $135K
|
6.58K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.5K- 21.43% |
$128K - $150K
|
9.17K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.54K- 38.79% |
$130K - $152K
|
4K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.77K- 0.92% |
$193K - $226K
|
406K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.81K- 30.13% |
$196K - $228K
|
8.84K
$470K
|