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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,215
shares
|
$68,137
0.02% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,125
shares
|
$63,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,100
shares
|
$61,688
0.0% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$56,080
0.0% of portfolio
|
Q3 2024
Reduced 65.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
938
shares
|
$52,603
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
884
shares
|
$49,574
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
772
shares
|
$43,293
0.0% of portfolio
|
Q1 2023
Added 77100.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
740
shares
|
$41,499
0.0% of portfolio
|
Q3 2024
Added 678.95%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$39,256
0.02% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
623
shares
|
$34,937
0.01% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
528
shares
|
$29,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
520
shares
|
$29,161
0.0% of portfolio
|
Q3 2024
Reduced 82.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
514
shares
|
$28,825
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
500
shares
|
$28,040
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
493
shares
|
$27,647
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
481
shares
|
$26,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
450
shares
|
$25,236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
402
shares
|
$22,544
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
364
shares
|
$20,413
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
356
shares
|
$19,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
340
shares
|
$19,067
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
300
shares
|
$16,824
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
300
shares
|
$16,824
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
283
shares
|
$15,870
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
275
shares
|
$15,422
0.01% of portfolio
|
Q4 2021
New holding
|