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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
10,321
shares
|
$593,870
0.0% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,320
shares
|
$593,812
0.0% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,228
shares
|
$588,519
0.0% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,176
shares
|
$585,527
0.01% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,969
shares
|
$573,616
0.0% of portfolio
|
Q1 2025
Reduced 85.07%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,762
shares
|
$561,705
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
9,747
shares
|
$560,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,688
shares
|
$557,447
0.0% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,422
shares
|
$542,141
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
9,165
shares
|
$527,354
0.04% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,949
shares
|
$514,925
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,842
shares
|
$508,768
0.0% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
8,811
shares
|
$506,984
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
8,637
shares
|
$496,972
0.43% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
8,622
shares
|
$496,109
0.05% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,490
shares
|
$488,514
0.08% of portfolio
|
Q1 2021
Reduced 0.82%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
8,380
shares
|
$482,185
0.0% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,314
shares
|
$478,387
0.19% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,288
shares
|
$476,891
0.49% of portfolio
|
Q3 2023
Added 1.01%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
8,287
shares
|
$476,833
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,221
shares
|
$473,036
0.0% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$468,835
0.35% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
7,914
shares
|
$455,371
0.0% of portfolio
|
Q1 2025
Reduced 44.3%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
7,912
shares
|
$455,256
0.09% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
7,554
shares
|
$434,657
0.53% of portfolio
|
Q3 2024
Reduced 10.22%
|