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 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 |
|---|---|---|---|---|---|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
15,000
shares
|
$858,900
3.11% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,970
shares
|
$857,182
0.01% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,963
shares
|
$856,781
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,587
shares
|
$835,251
0.02% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
14,402
shares
|
$824,658
0.12% of portfolio
|
Q3 2025
Added 64.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
14,212
shares
|
$813,779
0.0% of portfolio
|
Q3 2025
Added 171.17%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
13,712
shares
|
$785,149
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,259
shares
|
$759,210
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,188
shares
|
$755,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,830
shares
|
$734,645
0.07% of portfolio
|
Q4 2023
Reduced 37.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,451
shares
|
$712,944
0.02% of portfolio
|
Q3 2022
Reduced 76.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,207
shares
|
$698,972
0.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,936
shares
|
$683,455
0.0% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
11,806
shares
|
$676,011
0.0% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
11,352
shares
|
$650,015
1.49% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,272
shares
|
$645,434
0.0% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
11,164
shares
|
$639,250
0.21% of portfolio
|
Q3 2025
Added 160.29%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
11,049
shares
|
$632,665
0.03% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
11,046
shares
|
$632,493
0.01% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,895
shares
|
$623,847
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,820
shares
|
$619,553
0.0% of portfolio
|
Q3 2025
Reduced 26.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,750
shares
|
$615,545
0.03% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
10,703
shares
|
$612,853
0.07% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,539
shares
|
$603,463
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,455
shares
|
$598,653
0.0% of portfolio
|
Q3 2025
Reduced 28.71%
|
|