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SPDR S&P Bank ETF (KBE) Institutional Ownership

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$45.33
-0.14 (-0.31%)
(As of 04/26/2024 08:52 PM ET)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Bank ETF (NYSEARCA:KBE)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$347.13M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$156.82M
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KBE Institutional Buying and Selling by Quarter

SPDR S&P Bank ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Spire Wealth Management3,666$173K0.0%-53.2%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.78,484$3.70M0.0%+2.3%0.257%
4/22/2024 Altfest L J & Co. Inc.198,335$9.34M1.4%-1.4%0.649%
4/19/2024 Advisor Resource Council4,924$227K0.1%N/A0.016%
4/19/2024 Evolution Wealth Advisors LLC54,697$2.58M0.5%-70.6%0.179%
4/18/2024 Pettinga Financial Advisors LLC11,115$524K0.1%-14.2%0.036%
4/16/2024 Calton & Associates Inc.13,188$621K0.3%+20.3%0.043%
4/15/2024 Visionary Horizons LLC21,427$938K0.7%-75.5%0.070%
4/11/2024 International Assets Investment Management LLC23,933$1.11M0.0%-64.0%0.070%
3/22/2024PNC Financial Services Group Inc.375,528$17.28M0.0%-1.7%1.095%
3/5/2024Twin Focus Capital Partners LLC4,350$200K0.0%N/A0.013%
3/4/2024Vima LLC12,037$554K1.2%N/A0.035%
2/26/2024Centaurus Financial Inc.3,074$141K0.0%N/A0.009%
2/15/2024Guardian Wealth Management Inc.854$39K0.0%-57.6%0.002%
2/15/2024Clear Street Markets LLC2,800$129K0.0%N/A0.008%
2/14/2024Prudential PLC76,700$3.53M0.0%N/A0.224%
2/13/2024Belpointe Asset Management LLC5,390$248K0.0%N/A0.016%
2/12/2024Vectors Research Management LLC5,356$246K0.0%N/A0.016%
2/12/2024Laidlaw Wealth Management LLC5,020$231K0.1%-16.4%0.015%
2/12/2024Steward Partners Investment Advisory LLC9,483$436K0.0%-5.3%0.028%
2/12/2024IPG Investment Advisors LLC19,990$920K0.2%N/A0.058%
2/9/2024Advisory Services Network LLC10,179$468K0.0%+34.0%0.030%
2/9/2024ProVise Management Group LLC169,286$7.79M0.7%+0.4%0.494%
2/9/2024Wells Fargo & Company MN454,954$20.94M0.0%+31.9%1.326%
2/9/2024PNC Financial Services Group Inc.375,528$17.28M0.0%-1.7%1.095%
2/8/2024Kingsview Wealth Management LLC32,380$1.49M0.0%N/A0.094%
2/8/2024 Exchange Capital Management Inc.12,743$586K0.1%-2.7%0.037%
2/8/2024Janney Montgomery Scott LLC23,354$1.08M0.0%+6.3%0.068%
2/7/2024Avantax Advisory Services Inc.12,082$556K0.0%-7.7%0.035%
2/7/2024Envestnet Portfolio Solutions Inc.5,257$242K0.0%N/A0.015%
2/7/2024Johnson Investment Counsel Inc.5,058$233K0.0%-47.1%0.015%
2/7/2024BNP Paribas Financial Markets25,752$1.19M0.0%-80.9%0.075%
2/7/2024Wharton Business Group LLC431,631$19.86M1.0%-1.8%1.258%
2/7/2024 Calton & Associates Inc.10,967$505K0.2%N/A0.032%
2/7/2024Principal Securities Inc.44,417$2.04M0.1%N/A0.129%
2/6/2024Private Advisor Group LLC38,104$1.75M0.0%N/A0.111%
2/6/2024 Spire Wealth Management7,825$354K0.0%+30.0%0.023%
2/6/2024National Bank of Canada FI8,426$389K0.0%+42.0%0.025%
2/6/2024Axxcess Wealth Management LLC124,898$5.75M0.2%N/A0.364%
2/6/2024SouthState Corp2,788$128K0.0%-25.0%0.008%
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2/6/2024Great Valley Advisor Group Inc.7,522$346K0.0%+6.2%0.022%
2/5/2024Capital Investment Counsel Inc2,428$112K0.0%+25.0%0.007%
2/2/2024Truist Financial Corp19,168$882K0.0%-54.9%0.056%
2/2/2024VCI Wealth Management LLC29,372$1.35M0.8%N/A0.086%
2/2/2024Harvest Fund Management Co. Ltd11,892$547K0.1%+143.1%0.035%
2/1/2024RWA Wealth Partners LLC76,425$3.52M0.1%N/A0.223%
2/1/2024North Star Asset Management Inc.13,049$601K0.0%+14.0%0.038%
2/1/2024 CWM LLC1,292$59K0.0%+34.7%0.004%
1/31/2024 Evolution Wealth Advisors LLC186,258$8.57M1.7%-0.5%0.543%
1/31/2024Institute for Wealth Management LLC.4,439$204K0.0%N/A0.013%
1/31/2024Migdal Insurance & Financial Holdings Ltd.780,000$35.90M0.7%N/A2.274%
1/30/2024Crescent Grove Advisors LLC5,154$237K0.0%N/A0.015%
1/30/2024Harel Insurance Investments & Financial Services Ltd.300,000$13.81M0.2%N/A0.875%
1/29/2024Koshinski Asset Management Inc.11,096$511K0.1%+93.6%0.032%
1/29/2024Meitav Investment House Ltd.21,718$999K0.0%-16.9%0.063%
1/26/2024Cerity Partners LLC4,628$213K0.0%N/A0.013%
1/26/2024Sandy Spring Bank54,933$2.53M0.1%-4.8%0.160%
1/26/2024 Toth Financial Advisory Corp5,390$248K0.0%+12.3%0.016%
1/26/2024 Segment Wealth Management LLC32,690$1.50M0.1%N/A0.095%
1/25/2024 SOL Capital Management CO6,907$318K0.0%+19.7%0.020%
1/25/2024 International Assets Investment Management LLC66,437$3.06M0.0%N/A0.194%
1/24/2024Mirae Asset Global Investments Co. Ltd.13,200$607K0.0%N/A0.038%
1/24/2024 Stratos Wealth Partners LTD.20,361$937K0.0%N/A0.059%
1/24/2024Sowell Financial Services LLC15,215$700K0.0%N/A0.044%
1/24/2024 International Assets Investment Management LLC66,437$3.06M0.0%N/A0.194%
1/23/2024 Visionary Horizons LLC87,557$4.03M3.3%N/A0.255%
1/23/2024StrategIQ Financial Group LLC12,830$590K0.1%-37.2%0.037%
1/23/2024 Webster Bank N. A.4,740$218K0.0%N/A0.014%
1/19/2024Lineweaver Wealth Advisors LLC5,418$249K0.1%-71.5%0.016%
1/19/2024JCSD Capital LLC59,000$2.72M8.2%-45.4%0.172%
1/18/2024 Pettinga Financial Advisors LLC12,950$596K0.2%-2.4%0.038%
1/18/2024 Altfest L J & Co. Inc.201,252$9.26M1.3%N/A0.587%
1/16/2024 Raymond James Financial Services Advisors Inc.76,725$3.53M0.0%+97.9%0.224%
1/16/2024 Raymond James & Associates59,360$2.73M0.0%-5.5%0.173%
1/16/2024CoreCap Advisors LLC5,777$266K0.0%N/A0.017%
1/12/2024Mutual Advisors LLC5,241$241K0.0%-23.6%0.015%
1/12/2024SG Americas Securities LLC203,153$9.35M0.1%+25.2%0.592%
1/12/2024 CX Institutional4,876$224K0.0%-47.7%0.014%
1/11/2024 BKM Wealth Management LLC2,555$118K0.0%N/A0.007%
1/11/2024 BKM Wealth Management LLC2,555$118K0.0%N/A0.007%
1/10/2024North Star Investment Management Corp.46,992$2.16M0.2%N/A0.137%
11/24/2023EP Wealth Advisors LLC6,225$229K0.0%-68.0%0.018%
11/17/2023Garde Capital Inc.2,750$101K0.0%N/A0.008%
11/16/2023Horizon Family Wealth Inc.13,176$486K0.2%-4.7%0.038%
11/15/2023Baker Avenue Asset Management LP41,407$1.53M0.1%N/A0.121%
11/14/2023Schonfeld Strategic Advisors LLC28,142$1.04M0.0%+26.5%0.082%
11/14/2023Cape Cod Five Cents Savings Bank26,626$981K0.1%+43.6%0.078%
11/14/2023Itau Unibanco Holding S.A.405,154$14.93M0.7%+1.4%1.181%
11/14/2023Toronto Dominion Bank2,564$94K0.0%-42.7%0.007%
11/14/2023Tower Research Capital LLC TRC8,162$301K0.0%+7,457.4%0.024%
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11/14/2023Samalin Investment Counsel LLC8,991$331K0.2%-10.7%0.026%
11/14/2023Mutual Advisors LLC6,856$253K0.0%+10.3%0.020%
11/13/2023Stifel Financial Corp104,360$3.85M0.0%-8.1%0.304%
11/13/2023Mariner LLC13,097$483K0.0%-5.6%0.038%
11/13/2023LPL Financial LLC165,173$6.09M0.0%-10.1%0.482%
11/13/2023Graves Light Lenhart Wealth Inc.12,658$460K0.1%-10.0%0.037%
11/13/2023Kestra Advisory Services LLC11,512$424K0.0%-23.4%0.034%
11/13/2023PNC Financial Services Group Inc.381,873$14.07M0.0%-10.4%1.113%
11/8/2023HighTower Advisors LLC38,281$1.40M0.0%-5.1%0.112%
11/8/2023Pathstone Family Office LLC16,306$601K0.0%N/A0.048%
(Data available from 1/1/2016 forward)

KBE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KBE shares?

During the previous two years, 248 institutional investors and hedge funds held shares of SPDR S&P Bank ETF. The most heavily invested institutionals were Bank of America Corp DE ($103.81M), Migdal Insurance & Financial Holdings Ltd. ($35.90M), CIBC Asset Management Inc ($29.34M), JPMorgan Chase & Co. ($29.01M), Meitav Dash Investments Ltd. ($24.33M), Citigroup Inc. ($24.21M), and Wells Fargo & Company MN ($20.94M).Learn more on KBE's institutional investors.

Which institutional investors have been buying SPDR S&P Bank ETF stock?

Of the 196 institutional investors that purchased SPDR S&P Bank ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($3.20M), JPMorgan Chase & Co. ($2.32M), Twin Tree Management LP ($870.39K), CIBC Asset Management Inc ($791.35K), Barclays PLC ($718.70K), Bank of America Corp DE ($666.65K), and Bank Hapoalim BM ($504K).

How much institutional buying is happening at SPDR S&P Bank ETF?

Institutional investors have bought a total of 16,377,482 shares in the last 24 months. This purchase volume represents approximately $690.09M in transactions.

Which SPDR S&P Bank ETF major shareholders have been selling company stock?

Of the 129 institutional investors that sold SPDR S&P Bank ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citigroup Inc. ($2.20M), JPMorgan Chase & Co. ($1.99M), Edmond DE Rothschild Holding S.A. ($1.16M), Raymond James Financial Services Advisors Inc. ($614.11K), LPL Financial LLC ($529.30K), Meitav Investment House Ltd. ($512.63K), and Thrivent Financial for Lutherans ($415.16K).

How much institutional selling is happening at SPDR S&P Bank ETF?

Institutional investors have sold a total of 11,476,470 shares in the last 24 months. This volume of shares sold represents approximately $501.69M in transactions.


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This page (NYSEARCA:KBE) was last updated on 4/29/2024 by MarketBeat.com Staff

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