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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,655
shares
|
$749,935
0.01% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,451
shares
|
$737,846
0.02% of portfolio
|
Q3 2022
Reduced 76.94%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
12,325
shares
|
$730,379
0.2% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,007
shares
|
$711,534
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
12,000
shares
|
$711,120
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
11,786
shares
|
$698,438
0.31% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
11,665
shares
|
$691,267
0.05% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
11,500
shares
|
$681,490
0.04% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
11,406
shares
|
$675,919
0.08% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
11,352
shares
|
$672,719
1.49% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,116
shares
|
$658,734
0.02% of portfolio
|
Q4 2024
Added 95.95%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
10,765
shares
|
$637,933
0.14% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
10,420
shares
|
$617,489
0.05% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,321
shares
|
$611,622
0.0% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
10,272
shares
|
$608,718
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,972
shares
|
$590,940
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,970
shares
|
$590,822
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
9,903
shares
|
$586,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
9,902
shares
|
$586,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,821
shares
|
$581,992
0.01% of portfolio
|
Q2 2023
Reduced 53.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,735
shares
|
$576,896
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,711
shares
|
$575,473
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
9,294
shares
|
$550,762
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
9,241
shares
|
$547,621
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,214
shares
|
$546,021
0.0% of portfolio
|
Q2 2024
Reduced 3.46%
|