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 297 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
300
shares
|
$17,262
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$17,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$17,262
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
300
shares
|
$17,262
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
283
shares
|
$16,283
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
275
shares
|
$15,823
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
255
shares
|
$14,672
0.0% of portfolio
|
Q1 2020
Reduced 37.25%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
215
shares
|
$12,371
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
209
shares
|
$12,025
0.0% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
208
shares
|
$11,968
0.0% of portfolio
|
Q1 2018
Reduced 57.81%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
203
shares
|
$11,680
0.0% of portfolio
|
Q1 2025
Added 576.67%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$11,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
200
shares
|
$11,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
170
shares
|
$9,781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
150
shares
|
$8,631
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
142
shares
|
$8,170
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
131
shares
|
$7,537
0.0% of portfolio
|
Q1 2025
Added 47.19%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
128
shares
|
$7,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
108
shares
|
$6,214
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$5,754
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
100
shares
|
$5,754
0.0% of portfolio
|
Q4 2023
Added 117.39%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
95
shares
|
$5,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
92
shares
|
$5,293
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
86
shares
|
$4,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
75
shares
|
$4,315
0.0% of portfolio
|
Q4 2022
Reduced 90.85%
|