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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,011
shares
|
$207,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$207,240
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$207,240
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$207,240
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,934
shares
|
$203,820
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,917
shares
|
$202,939
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,801
shares
|
$196,929
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
3,782
shares
|
$195,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,700
shares
|
$191,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,650
shares
|
$189,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,546
shares
|
$183,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,446
shares
|
$178,537
0.0% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,429
shares
|
$177,656
0.01% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,300
shares
|
$170,973
0.01% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,096
shares
|
$160,403
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,989
shares
|
$154,860
0.01% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,883
shares
|
$149,368
0.0% of portfolio
|
Q4 2024
Added 108.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,833
shares
|
$146,777
0.01% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,640
shares
|
$136,778
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,150
shares
|
$111,391
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,710
shares
|
$88,595
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,690
shares
|
$87,558
0.01% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,650
shares
|
$85,486
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,645
shares
|
$85,227
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,540
shares
|
$79,787
0.0% of portfolio
|
Q4 2024
Added 8.07%
|