Purchases and Sales Made in Q2 2025 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
60KNew |
$2.75M - $3.35M
|
60K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.2KNew |
$605K - $736K
|
13.2K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.93KNew |
$226K - $275K
|
4.93K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.33K+ 41.94% |
$198K - $241K
|
14.6K
$860K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.64KNew |
$167K - $203K
|
3.64K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 23.83% |
$45.9K - $55.8K
|
5.2K
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
664+ 62.35% |
$30.4K - $37K
|
1.73K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
634New |
$29.1K - $35.4K
|
634
$37.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
363+ 28.95% |
$16.6K - $20.2K
|
1.62K
$95K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
313+ 4.98% |
$14.4K - $17.5K
|
6.6K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
183New |
$8.39K - $10.2K
|
183
$10.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
64+ 7.24% |
$2.93K - $3.57K
|
948
$55.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$275 - $335
|
6.55K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.6% |
$138 - $167
|
503
$29.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.58% |
$91.7 - $112
|
346
$20.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.45% |
$45.9 - $55.8
|
70
$4.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75- 2.12% |
$3.44K - $4.18K
|
3.47K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-115- 16.64% |
$5.27K - $6.41K
|
576
$33.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-161- 22.55% |
$7.38K - $8.98K
|
553
$32.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 4.12% |
$11.5K - $13.9K
|
5.83K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-251- 6.38% |
$11.5K - $14K
|
3.68K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-306- 6.53% |
$14K - $17.1K
|
4.38K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-327- 7.27% |
$15K - $18.2K
|
4.17K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-550- 15.51% |
$25.2K - $30.7K
|
3K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-573- 3.37% |
$26.3K - $32K
|
16.4K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-644- 29.68% |
$29.5K - $35.9K
|
1.53K
$89.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-667- 66.7% |
$30.6K - $37.2K
|
333
$19.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-703- 6.16% |
$32.2K - $39.2K
|
10.7K
$628K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.23K- 18.28% |
$56.3K - $68.6K
|
5.5K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.5K- 31.64% |
$115K - $140K
|
5.41K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.25K- 90.4% |
$195K - $237K
|
451
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-13.4K- 3.8% |
$613K - $745K
|
338K
$19.9M
|