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 257 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $634 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,451
shares
|
$574,987
0.02% of portfolio
|
Q3 2022
Reduced 76.94%
|
|
Big Sur Wealth Management LLC
Miami, FL |
May 21, 2024 Q1 2024 |
12,325
shares
|
$569,168
0.19% of portfolio
|
Q4 2023
Added 6.02%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
12,100
shares
|
$558,778
0.04% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
Cowa, LLC
Tulsa, OK |
May 07, 2024 Q1 2024 |
11,543
shares
|
$533,055
0.32% of portfolio
|
Q1 2024
New holding
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
11,462
shares
|
$529,315
0.05% of portfolio
|
Q1 2024
Reduced 8.84%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
11,437
shares
|
$528,160
0.0% of portfolio
|
Q1 2024
Reduced 25.47%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
11,401
shares
|
$526,498
0.0% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
11,306
shares
|
$522,111
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pettinga Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
11,115
shares
|
$513,290
0.13% of portfolio
|
Q1 2024
Reduced 14.17%
|
|
Quantbot Technologies LP
New York, NY |
May 06, 2024 Q1 2024 |
11,000
shares
|
$507,980
0.03% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
10,990
shares
|
$507,518
0.01% of portfolio
|
Q1 2024
Added 11.39%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
10,877
shares
|
$502,299
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
10,724
shares
|
$495,234
0.0% of portfolio
|
Q1 2024
Added 6.66%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
10,657
shares
|
$492,140
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
Wp Advisors, LLC
|
May 08, 2024 Q1 2024 |
10,364
shares
|
$478,609
0.16% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
North Star Asset Management Inc
|
May 08, 2024 Q1 2024 |
10,347
shares
|
$477,824
0.02% of portfolio
|
Q1 2024
Reduced 20.71%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
10,072
shares
|
$465,124
0.01% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
9,821
shares
|
$453,533
0.01% of portfolio
|
Q2 2023
Reduced 53.8%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
9,666
shares
|
$446,375
0.01% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
9,544
shares
|
$440,741
0.0% of portfolio
|
Q1 2024
Added 13.27%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
9,505
shares
|
$438,940
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
9,222
shares
|
$425,871
0.03% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
9,177
shares
|
$423,793
0.0% of portfolio
|
Q1 2024
Reduced 24.04%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
9,170
shares
|
$423,470
0.02% of portfolio
|
Q1 2024
Reduced 29.36%
|
|
Innealta Capital, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
9,075
shares
|
$419,083
0.18% of portfolio
|
Q2 2023
New holding
|