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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3,932
shares
|
$225,146
0.0% of portfolio
|
Q4 2025
Reduced 6.78%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
3,773
shares
|
$216,041
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,723
shares
|
$213,178
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,686
shares
|
$211,060
0.04% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,626
shares
|
$207,624
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,612
shares
|
$206,823
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,497
shares
|
$200,238
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,494
shares
|
$200,066
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,484
shares
|
$199,493
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,469
shares
|
$198,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
3,436
shares
|
$196,745
0.0% of portfolio
|
Q4 2025
Reduced 48.45%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
3,431
shares
|
$196,459
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$194,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,390
shares
|
$194,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$172,295
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,989
shares
|
$171,150
0.01% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
2,954
shares
|
$169,146
0.01% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,925
shares
|
$167,485
0.05% of portfolio
|
Q3 2025
Reduced 76.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,809
shares
|
$160,843
0.0% of portfolio
|
Q3 2025
Reduced 19.95%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,663
shares
|
$152,483
0.0% of portfolio
|
Q1 2025
Reduced 84.95%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,640
shares
|
$151,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,485
shares
|
$142,291
0.0% of portfolio
|
Q3 2025
Reduced 86.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
2,360
shares
|
$135,133
0.05% of portfolio
|
Q4 2025
Added 195.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,150
shares
|
$123,109
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,119
shares
|
$121,333
0.0% of portfolio
|
Q4 2025
Reduced 55.07%
|
|