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SPDR S&P Bank ETF (KBE) Institutional Ownership

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$53.18 +0.08 (+0.14%)
As of 09:57 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Bank ETF (NYSEARCA:KBE)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$840.46M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$175.98M
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KBE Institutional Buying and Selling by Quarter

SPDR S&P Bank ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC6,096$323K0.0%-92.5%0.022%
5/16/2025 Goldman Sachs Group Inc.3,426,423$181.46M0.0%-0.5%12.551%
5/16/2025 Jones Financial Companies Lllp7,371$390K0.0%+731.0%0.027%
5/16/2025 NewEdge Advisors LLC6,519$345K0.0%-19.0%0.024%
5/16/2025 Millennium Management LLC433,405$22.95M0.0%+20.4%1.588%
5/16/2025 Integrated Wealth Concepts LLC38,310$2.03M0.0%+8.5%0.140%
5/16/2025 Edmond DE Rothschild Holding S.A.561,714$29.75M0.5%+115.2%2.058%
5/15/2025 EP Wealth Advisors LLC3,565$189K0.0%-9.0%0.013%
5/15/2025 Royal Bank of Canada134,749$7.14M0.0%-13.4%0.494%
5/15/2025 MAI Capital Management13,791$730K0.0%-13.2%0.051%
5/15/2025 DRW Securities LLC105,009$5.56M0.2%N/A0.385%
5/15/2025 Baird Financial Group Inc.31,925$1.69M0.0%-2.4%0.117%
5/15/2025 Trexquant Investment LP5,941$315K0.0%N/A0.022%
5/14/2025 Samalin Investment Counsel LLC7,340$389K0.2%+16.6%0.027%
5/14/2025 Synovus Financial Corp4,373$232K0.0%-6.0%0.016%
5/14/2025 Quantitative Investment Management LLC21,883$1.16M0.1%N/A0.080%
5/14/2025 Northwestern Mutual Wealth Management Co.18,979$1.01M0.0%+169.3%0.070%
5/14/2025 Alaska Permanent Fund Corp102,000$5.16M0.1%-33.3%0.374%
5/14/2025 Summit Financial LLC12,310$652K0.0%+3.0%0.045%
5/14/2025 GM Advisory Group LLC40,059$2.12M0.1%+95.2%0.147%
5/14/2025 Garda Capital Partners LP18,421$976K0.0%N/A0.067%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.7,914$416K0.0%-44.3%0.029%
5/14/2025 Hsbc Holdings PLC20,030$1.06M0.0%N/A0.073%
5/13/2025 Raymond James Financial Inc.230,824$12.22M0.0%+9.3%0.846%
5/13/2025 Cowa LLC8,314$440K0.2%-4.3%0.030%
5/13/2025 Tlwm323,717$17.14M3.4%+0.5%1.186%
5/13/2025 HighTower Advisors LLC10,228$542K0.0%+10.0%0.037%
5/12/2025 Cobblestone Capital Advisors LLC NY10,750$569K0.0%-6.5%0.039%
5/12/2025 Simplex Trading LLC105,468$5.59M0.0%+57.4%0.357%
5/12/2025 Pandora Wealth Inc.700$37K0.0%N/A0.002%
5/12/2025 National Bank of Canada FI8,949$474K0.0%-2.5%0.030%
5/12/2025 Citigroup Inc.131,827$6.98M0.0%+357.8%0.446%
5/9/2025 Altfest L J & Co. Inc.16,478$873K0.1%-94.1%0.056%
5/9/2025 Evolution Wealth Advisors LLC53,022$2.81M0.5%-0.7%0.179%
5/9/2025 Wharton Business Group LLC406,051$21.56M1.0%-0.9%1.374%
5/9/2025 Wealthspire Advisors LLC6,584$349K0.0%-25.4%0.022%
5/9/2025 PNC Financial Services Group Inc.370,386$19.62M0.0%+1.7%1.253%
5/8/2025 Baker Avenue Asset Management LP64,990$3.44M0.1%+9.9%0.220%
5/8/2025 ProVise Management Group LLC200,148$10.60M0.9%+5.5%0.677%
5/8/2025Jefferies Financial Group Inc.25,000$1.32M0.0%-89.7%0.085%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

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5/8/2025 US Bancorp DE1,065$56K0.0%+43.9%0.004%
5/8/2025 XTX Topco Ltd3,857$204K0.0%N/A0.013%
5/8/2025 Nan Fung Trinity HK Ltd.388,500$20.58M3.3%N/A1.315%
5/7/2025 LPL Financial LLC413,564$21.90M0.0%+9.8%1.400%
5/7/2025 Kapitalo Investimentos Ltda478,000$25.32M5.1%N/A1.618%
5/7/2025 TD Asset Management Inc143,300$7.59M0.0%N/A0.485%
5/6/2025 Assetmark Inc.7,390$391K0.0%+33.6%0.025%
5/6/2025 Cetera Investment Advisers30,959$1.64M0.0%+34.4%0.105%
5/6/2025 Avantax Advisory Services Inc.9,688$513K0.0%+10.8%0.033%
5/6/2025 Arlington Capital Management Inc.28,159$1.49M1.1%N/A0.095%
5/6/2025 Madison Asset Management LLC397,809$21.07M0.2%+52.8%1.346%
5/5/2025 IFP Advisors Inc4,700$249K0.0%-6.0%0.016%
5/5/2025 Calton & Associates Inc.1,480$78K0.0%-87.4%0.005%
5/5/2025 Private Advisor Group LLC29,393$1.56M0.0%-16.3%0.099%
5/2/2025 Pettinga Financial Advisors LLC5,560$294K0.1%-46.8%0.019%
5/2/2025 SeaBridge Investment Advisors LLC7,912$419K0.1%-20.6%0.027%
5/2/2025 Wealthfront Advisers LLC7,094$376K0.0%-41.8%0.024%
5/2/2025 Castlekeep Investment Advisors LLC180,611$9.57M4.9%+94.5%0.611%
4/30/2025 Cerity Partners LLC5,052$268K0.0%-14.9%0.017%
4/29/2025 Envestnet Asset Management Inc.23,483$1.24M0.0%+2.2%0.079%
4/29/2025 Riggs Asset Managment Co. Inc.23,557$1.25M0.4%N/A0.080%
4/29/2025 Simmons Bank9,165$485K0.0%-21.4%0.031%
4/25/2025 Koshinski Asset Management Inc.4,562$242K0.0%-19.0%0.015%
4/25/2025 Essex Financial Services Inc.4,197$222K0.0%-19.2%0.014%
4/24/2025 Total Wealth Planning & Management Inc.8,637$457K0.4%+7.2%0.029%
4/23/2025 Golden State Wealth Management LLC600$32K0.0%+100.0%0.002%
4/23/2025 Fourth Dimension Wealth LLC1,724$91K0.0%-93.6%0.006%
4/22/2025 Cambridge Investment Research Advisors Inc.9,969$528K0.0%-85.1%0.034%
4/21/2025 Provident Wealth Management LLC1,250$66K0.0%N/A0.004%
4/21/2025 Janney Capital Management LLC351,444$18.61M1.3%-2.6%1.189%
4/17/2025 Vicus Capital55,878$2.96M0.3%+7.1%0.147%
4/17/2025 Janney Montgomery Scott LLC16,991$900K0.0%-4.3%0.045%
4/17/2025 American Institute for Advanced Investment Management LLP4,000$212K0.2%-38.8%0.011%
4/16/2025 Wealth Enhancement Advisory Services LLC6,545$347K0.0%+16.0%0.017%
4/15/2025 Fifth Third Bancorp2,847$151K0.0%-8.0%0.008%
4/15/2025 CX Institutional2,170$115K0.0%N/A0.006%
4/15/2025 SG Americas Securities LLC8,221$435K0.0%-36.8%0.022%
4/15/2025 Ibex Wealth Advisors28,996$1.54M0.2%-4.4%0.077%
4/14/2025 Farther Finance Advisors LLC3,545$187K0.0%+7.4%0.009%
4/14/2025 IMC Chicago LLC14,830$785K0.0%N/A0.039%
4/11/2025 Magnus Financial Group LLC6,289$333K0.0%+21.7%0.017%
4/9/2025 NBC Securities Inc.1,254$66K0.0%+125,300.0%0.003%
4/8/2025 Rothschild Investment LLC1,365$72K0.0%+21.3%0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC5,643$313K0.0%-5.4%0.013%
2/28/2025 Total Wealth Planning & Management Inc.8,055$447K0.4%N/A0.017%
2/25/2025 Heck Capital Advisors LLC925$51K0.0%N/A0.002%
2/20/2025 Forum Financial Management LP16,979$942K0.0%N/A0.058%
2/20/2025 Castlekeep Investment Advisors LLC92,849$5.15M0.8%N/A0.316%
2/19/2025 North Star Asset Management Inc.9,772$542K0.0%-4.9%0.033%
2/18/2025 GTS Securities LLC4,400$244K0.0%-128.8%0.015%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
2/18/2025 Fourth Dimension Wealth LLC26,749$1.48M0.8%N/A0.091%
2/18/2025 Pettinga Financial Advisors LLC10,460$580K0.1%-2.8%0.036%
2/17/2025 Ulysses Management LLC19,000$1.05M0.2%N/A0.065%
2/17/2025 Two Sigma Investments LP37,240$2.07M0.0%-86.6%0.127%
2/17/2025 OMERS ADMINISTRATION Corp28,700$1.59M0.0%N/A0.098%
2/17/2025 Millennium Management LLC360,001$19.97M0.0%+181.4%1.227%
2/17/2025Jefferies Financial Group Inc.242,783$13.47M0.1%N/A0.513%
2/17/2025 Crestline Management LP95,916$5.32M0.2%N/A0.327%
2/17/2025 Cetera Investment Advisers23,042$1.28M0.0%-65.3%0.079%
2/17/2025 Cercano Management LLC65,601$3.64M0.1%N/A0.224%
(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, 256 institutional investors and hedge funds held shares of SPDR S&P Bank ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($181.46M), JPMorgan Chase & Co. ($128.23M), Harel Insurance Investments & Financial Services Ltd. ($64.90M), Migdal Insurance & Financial Holdings Ltd. ($35.90M), Edmond DE Rothschild Holding S.A. ($29.75M), Kapitalo Investimentos Ltda ($25.32M), and Millennium Management LLC ($22.95M).Learn more on KBE's institutional investors.

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

Of the 218 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: Castlekeep Investment Advisors LLC ($5.22M), Migdal Insurance & Financial Holdings Ltd. ($3.20M), JPMorgan Chase & Co. ($2.20M), Harel Insurance Investments & Financial Services Ltd. ($1.17M), Citigroup Inc. ($1.16M), Barclays PLC ($667.91K), and Edmond DE Rothschild Holding S.A. ($561.71K).

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

Institutional investors have bought a total of 22,661,961 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 116 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: Assetmark Inc. ($1.27M), JPMorgan Chase & Co. ($424.12K), Barclays PLC ($357.78K), Altfest L J & Co. Inc. ($266.72K), Envestnet Asset Management Inc. ($259.27K), Two Sigma Investments LP ($241.06K), and SG Americas Securities LLC ($225.36K).

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

Institutional investors have sold a total of 5,359,150 shares in the last 24 months. This volume of shares sold represents approximately $256.87M in transactions.



This page (NYSEARCA:KBE) was last updated on 5/29/2025 by MarketBeat.com Staff
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