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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,382
shares
|
$594,473
0.1% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
10,321
shares
|
$590,980
0.0% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10,125
shares
|
$579,757
0.0% of portfolio
|
Q3 2025
Added 798.4%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,860
shares
|
$564,583
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
9,826
shares
|
$562,636
0.03% of portfolio
|
Q2 2025
Added 411.48%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
9,745
shares
|
$557,998
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,639
shares
|
$551,929
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,601
shares
|
$549,753
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
9,229
shares
|
$528,452
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
9,033
shares
|
$517,229
0.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,637
shares
|
$494,554
0.39% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
8,622
shares
|
$493,695
0.04% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
8,490
shares
|
$486,137
0.08% of portfolio
|
Q1 2021
Reduced 0.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
8,424
shares
|
$482,358
0.0% of portfolio
|
Q3 2025
Added 26.6%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
8,380
shares
|
$479,838
0.0% of portfolio
|
Q4 2023
Reduced 3.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
8,332
shares
|
$477,090
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,288
shares
|
$474,570
0.49% of portfolio
|
Q3 2023
Added 1.01%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
8,287
shares
|
$474,513
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7,756
shares
|
$444,108
0.04% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,706
shares
|
$441,245
0.0% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
7,463
shares
|
$427,331
0.01% of portfolio
|
Q3 2025
Added 389.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
7,419
shares
|
$424,811
0.16% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,304
shares
|
$418,227
0.48% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
7,281
shares
|
$416,910
0.03% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,209
shares
|
$412,787
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|