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 $767 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
8,287
shares
|
$464,734
0.02% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
8,214
shares
|
$460,641
0.33% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
8,000
shares
|
$448,640
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
7,888
shares
|
$442,359
0.07% of portfolio
|
Q3 2024
Reduced 26.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,680
shares
|
$430,694
0.01% of portfolio
|
Q3 2024
Added 111.28%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,554
shares
|
$423,628
0.24% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
7,419
shares
|
$416,057
0.0% of portfolio
|
Q2 2024
Added 3432.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,225
shares
|
$405,178
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
7,085
shares
|
$397,326
0.18% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$392,560
0.06% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
6,893
shares
|
$386,559
0.0% of portfolio
|
Q3 2024
Reduced 38.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,874
shares
|
$385,493
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,849
shares
|
$384,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,700
shares
|
$375,736
0.0% of portfolio
|
Q3 2024
Reduced 74.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,648
shares
|
$372,819
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,500
shares
|
$364,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
6,420
shares
|
$360,033
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,383
shares
|
$357,958
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,370
shares
|
$357,229
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,353
shares
|
$356,276
0.01% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,317
shares
|
$354,257
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
6,267
shares
|
$351,453
0.15% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
6,200
shares
|
$347,696
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,083
shares
|
$341,134
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,968
shares
|
$334,685
0.0% of portfolio
|
Q3 2024
Added 14.79%
|