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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,148
shares
|
$296,215
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,070
shares
|
$291,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,052
shares
|
$290,692
0.0% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
4,926
shares
|
$283,442
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,910
shares
|
$282,521
0.09% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,816
shares
|
$277,112
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,716
shares
|
$271,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,700
shares
|
$270,438
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
4,686
shares
|
$269,632
0.03% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,562
shares
|
$262,497
0.02% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,550
shares
|
$261,807
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
4,499
shares
|
$258,872
0.02% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,463
shares
|
$256,801
0.03% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
4,373
shares
|
$251,622
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,373
shares
|
$251,622
0.0% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
4,215
shares
|
$242,531
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
4,197
shares
|
$241,495
0.02% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,194
shares
|
$241,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,097
shares
|
$235,741
0.02% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$235,338
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$230,160
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$230,160
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$230,160
0.16% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
4,000
shares
|
$230,160
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,935
shares
|
$226,419
0.05% of portfolio
|
Q1 2025
Added 0.03%
|