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 285 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
4,798
shares
|
$280,347
0.21% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,720
shares
|
$275,789
0.0% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,651
shares
|
$271,757
0.0% of portfolio
|
Q4 2024
Reduced 47.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,606
shares
|
$269,128
0.03% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,597
shares
|
$268,602
0.02% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,550
shares
|
$265,856
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,463
shares
|
$260,773
0.03% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,373
shares
|
$255,514
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,215
shares
|
$246,282
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,154
shares
|
$242,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,097
shares
|
$239,387
0.03% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$238,978
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,034
shares
|
$235,706
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,017
shares
|
$234,713
0.0% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,011
shares
|
$234,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$233,720
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$233,720
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$233,720
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,934
shares
|
$229,863
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,801
shares
|
$222,092
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,700
shares
|
$216,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,546
shares
|
$207,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,446
shares
|
$201,349
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,429
shares
|
$200,356
0.01% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,300
shares
|
$192,819
0.01% of portfolio
|
Q4 2024
Reduced 9.59%
|