Purchases and Sales Made in Q4 2025 in Spdr S&P Bank ETF (KBE)
This table provides information about the institutional ownership of Spdr S&P Bank ETF (KBE) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR S&P BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114KNew |
$6.29M - $6.81M
|
114K
$6.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.6K+ 902.32% |
$1.63M - $1.76M
|
32.8K
$1.88M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
8.65KNew |
$477K - $516K
|
8.65K
$495K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
8.36KNew |
$461K - $499K
|
8.36K
$479K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
3.77KNew |
$208K - $225K
|
3.77K
$216K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.49KNew |
$192K - $208K
|
3.49K
$200K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.56K+ 195.0% |
$85.9K - $93K
|
2.36K
$135K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.43KNew |
$78.5K - $85K
|
1.43K
$81.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1KNew |
$55.3K - $59.9K
|
1K
$57.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
50New |
$2.75K - $2.98K
|
50
$2.86K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24+ 0.38% |
$1.32K - $1.43K
|
6.28K
$360K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.34% |
$1.21K - $1.31K
|
6.54K
$374K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$55.1 - $59.6
|
3.69K
$211K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-29- 0.97% |
$1.6K - $1.73K
|
2.95K
$169K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-88- 1.13% |
$4.85K - $5.25K
|
7.67K
$439K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-113- 2.53% |
$6.23K - $6.74K
|
4.35K
$249K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-286- 6.78% |
$15.8K - $17.1K
|
3.93K
$225K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-460- 47.92% |
$25.3K - $27.4K
|
500
$28.6K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-661- 4.59% |
$36.4K - $39.4K
|
13.7K
$787K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-707- 39.99% |
$38.9K - $42.2K
|
1.06K
$60.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-915- 2.57% |
$50.4K - $54.6K
|
34.7K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.6K- 55.07% |
$143K - $155K
|
2.12K
$121K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 48.45% |
$178K - $193K
|
3.44K
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-108K- 95.97% |
$5.96M - $6.45M
|
4.54K
$260K
|
|