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 302 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
8,287
shares
|
$429,349
0.02% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
8,287
shares
|
$429,349
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,148
shares
|
$422,147
0.35% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
8,055
shares
|
$417,329
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,052
shares
|
$417,174
0.0% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
8,048
shares
|
$416,966
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,898
shares
|
$409,195
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,554
shares
|
$391,372
0.24% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
7,428
shares
|
$384,844
0.07% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,419
shares
|
$384,378
0.0% of portfolio
|
Q2 2024
Added 3432.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,048
shares
|
$365,156
0.0% of portfolio
|
Q4 2024
Added 118.68%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
7,000
shares
|
$362,670
0.07% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,825
shares
|
$353,603
0.01% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,748
shares
|
$349,613
0.01% of portfolio
|
Q4 2024
Reduced 68.93%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,610
shares
|
$342,464
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
6,535
shares
|
$338,578
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,370
shares
|
$330,029
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,353
shares
|
$329,148
0.01% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,308
shares
|
$326,817
0.0% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
6,297
shares
|
$326,247
0.16% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,274
shares
|
$325,055
0.0% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
6,200
shares
|
$321,222
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
6,134
shares
|
$317,802
0.17% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,075
shares
|
$314,745
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,968
shares
|
$309,202
0.0% of portfolio
|
Q3 2024
Added 14.79%
|