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 309 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
209
shares
|
$11,967
0.0% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
208
shares
|
$11,910
0.0% of portfolio
|
Q1 2018
Reduced 57.81%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$11,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
200
shares
|
$11,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
185
shares
|
$10,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
183
shares
|
$10,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
153
shares
|
$8,760
0.0% of portfolio
|
Q2 2025
Reduced 24.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
150
shares
|
$8,589
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
144
shares
|
$8,245
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
128
shares
|
$7,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
108
shares
|
$6,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$5,726
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
100
shares
|
$5,726
0.0% of portfolio
|
Q3 2025
Reduced 59.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
93
shares
|
$5,325
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
75
shares
|
$4,294
0.0% of portfolio
|
Q4 2022
Reduced 90.85%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
70
shares
|
$4,008
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
56
shares
|
$3,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
52
shares
|
$2,977
0.0% of portfolio
|
Q3 2025
Reduced 97.03%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
50
shares
|
$2,863
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
40
shares
|
$2,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
40
shares
|
$2,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
34
shares
|
$1,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
14
shares
|
$801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
10
shares
|
$572
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$286
0.0% of portfolio
|
Q3 2024
New holding
|
|