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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,650
shares
|
$94,479
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,474
shares
|
$84,401
0.0% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,413
shares
|
$80,908
0.0% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,365
shares
|
$78,159
0.0% of portfolio
|
Q1 2025
Added 21.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,348
shares
|
$77,186
0.0% of portfolio
|
Q3 2025
Added 42.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,266
shares
|
$72,491
0.0% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,250
shares
|
$71,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,234
shares
|
$70,658
0.01% of portfolio
|
Q3 2025
Reduced 23.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,170
shares
|
$66,994
0.03% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,100
shares
|
$62,986
0.0% of portfolio
|
Q1 2024
Reduced 10.79%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$57,260
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
960
shares
|
$54,969
0.0% of portfolio
|
Q2 2025
Added 108.7%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
938
shares
|
$53,709
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
877
shares
|
$50,217
0.01% of portfolio
|
Q3 2025
Added 3886.36%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
850
shares
|
$48,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
800
shares
|
$45,808
0.1% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
759
shares
|
$43,460
0.0% of portfolio
|
Q3 2025
Reduced 96.79%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
728
shares
|
$41,685
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$40,082
0.02% of portfolio
|
Q3 2023
Reduced 78.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
637
shares
|
$36,474
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
623
shares
|
$35,672
0.01% of portfolio
|
Q4 2022
Reduced 14.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
576
shares
|
$32,981
0.0% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
532
shares
|
$30,462
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
528
shares
|
$30,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
506
shares
|
$28,973
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|