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 304 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 $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
450
shares
|
$23,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
405
shares
|
$21,270
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
367
shares
|
$19,274
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
356
shares
|
$18,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
342
shares
|
$17,961
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
300
shares
|
$15,756
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
300
shares
|
$15,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$15,756
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
283
shares
|
$14,863
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
275
shares
|
$14,443
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
255
shares
|
$13,392
0.0% of portfolio
|
Q1 2020
Reduced 37.25%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
215
shares
|
$11,291
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
209
shares
|
$10,976
0.0% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
208
shares
|
$10,924
0.0% of portfolio
|
Q1 2018
Reduced 57.81%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
200
shares
|
$10,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
170
shares
|
$8,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
150
shares
|
$7,878
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
141
shares
|
$7,405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
128
shares
|
$6,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
125
shares
|
$6,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
110
shares
|
$5,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$5,252
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$5,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
100
shares
|
$5,252
0.0% of portfolio
|
Q4 2023
Added 117.39%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
91
shares
|
$4,779
0.0% of portfolio
|
Q3 2024
Added 1.11%
|