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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,390
shares
|
$425,220
0.0% of portfolio
|
Q1 2025
Added 33.59%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
7,340
shares
|
$422,343
0.17% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
7,209
shares
|
$414,805
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
7,094
shares
|
$408,188
0.0% of portfolio
|
Q1 2025
Reduced 41.84%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
7,000
shares
|
$402,780
0.06% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,756
shares
|
$388,740
0.0% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
6,748
shares
|
$388,279
0.01% of portfolio
|
Q4 2024
Reduced 68.93%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
6,724
shares
|
$386,898
0.06% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,584
shares
|
$378,843
0.0% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,551
shares
|
$376,944
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,519
shares
|
$375,103
0.0% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,370
shares
|
$366,529
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,353
shares
|
$365,551
0.01% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
6,289
shares
|
$361,869
0.03% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,274
shares
|
$361,005
0.0% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
6,200
shares
|
$356,748
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
6,177
shares
|
$355,424
0.18% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,096
shares
|
$350,763
0.02% of portfolio
|
Q1 2025
Reduced 92.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,075
shares
|
$349,555
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
6,007
shares
|
$345,642
0.01% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
5,941
shares
|
$341,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,560
shares
|
$319,922
0.07% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,553
shares
|
$319,519
0.0% of portfolio
|
Q1 2025
Reduced 60.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,487
shares
|
$315,721
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
5,337
shares
|
$307,090
0.18% of portfolio
|
Q1 2025
Added 11.23%
|