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 248 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $736 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,798
shares
|
$303,525
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
5,629
shares
|
$294,678
0.03% of portfolio
|
Q2 2024
Added 2.79%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,429
shares
|
$284,208
0.02% of portfolio
|
Q2 2024
Reduced 94.22%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
5,290
shares
|
$276,931
0.03% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2024 Q2 2024 |
5,250
shares
|
$274,837
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
5,199
shares
|
$272,167
0.0% of portfolio
|
Q2 2024
Added 1.7%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,197
shares
|
$272,062
0.01% of portfolio
|
Q2 2024
New holding
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
5,154
shares
|
$269,811
0.03% of portfolio
|
Q4 2023
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
5,058
shares
|
$264,786
0.0% of portfolio
|
Q4 2023
Reduced 47.08%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
4,964
shares
|
$259,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
4,885
shares
|
$255,729
0.19% of portfolio
|
Q2 2024
New holding
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
4,719
shares
|
$247,039
0.06% of portfolio
|
Q2 2024
New holding
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
4,681
shares
|
$245,050
0.17% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,617
shares
|
$241,699
0.0% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
4,597
shares
|
$240,652
0.03% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
4,550
shares
|
$238,192
0.05% of portfolio
|
Q1 2024
New holding
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
4,540
shares
|
$237,669
0.02% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
4,421
shares
|
$231,439
0.0% of portfolio
|
Q2 2024
Reduced 54.26%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
4,417
shares
|
$231,229
0.03% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
4,373
shares
|
$228,926
0.02% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
4,000
shares
|
$209,400
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,821
shares
|
$200,029
0.0% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,721
shares
|
$194,794
0.01% of portfolio
|
Q2 2024
Added 10.15%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,635
shares
|
$190,292
0.01% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
3,604
shares
|
$188,669
0.01% of portfolio
|
Q2 2024
Added 17061.9%
|