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 275 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $915 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
100
shares
|
$5,926
0.0% of portfolio
|
Q4 2023
Added 117.39%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$5,926
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
91
shares
|
$5,392
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
90
shares
|
$5,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
89
shares
|
$5,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
82
shares
|
$4,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
75
shares
|
$4,444
0.0% of portfolio
|
Q4 2022
Reduced 90.85%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
69
shares
|
$4,088
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
66
shares
|
$3,911
0.0% of portfolio
|
Q2 2022
Reduced 35.29%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
55
shares
|
$3,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
40
shares
|
$2,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
31
shares
|
$1,837
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
22
shares
|
$1,303
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,007
0.0% of portfolio
|
Q4 2023
Reduced 66.0%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
15
shares
|
$888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$592
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$296
0.0% of portfolio
|
Q1 2024
Reduced 98.96%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$118
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1
shares
|
$59
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$59
0.01% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1
shares
|
$59
0.0% of portfolio
|
Q4 2023
Reduced 100.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|