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SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$58.44 +0.10 (+0.17%)
Closing price 04:10 PM 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)
146
Total
Institutional Inflows
(last 12 months)
$843.33M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$177.00M
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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
7/18/2025Institute for Wealth Management LLC.4,380$244K0.0%-6.5%0.016%
7/18/2025Truist Financial Corp14,648$817K0.0%+41.9%0.054%
7/17/2025XML Financial LLC4,172$233K0.0%-7.3%0.015%
7/17/2025HB Wealth Management LLC3,642$203K0.0%N/A0.014%
7/17/2025Janney Capital Management LLC338,079$18.85M1.2%-3.8%1.254%
7/17/2025Janney Montgomery Scott LLC16,418$916K0.0%-3.4%0.061%
7/17/2025SeaBridge Investment Advisors LLC5,409$302K0.1%-31.6%0.020%
7/16/2025 CX Institutional1,526$85K0.0%-29.7%0.006%
7/16/2025 Magnus Financial Group LLC6,602$368K0.0%+5.0%0.024%
7/14/2025 Sowell Financial Services LLC60,000$3.35M0.1%N/A0.223%
7/11/2025 CX Institutional1,526$85K0.0%-29.7%0.006%
7/10/2025 Anderson Hoagland & Co.4,926$275K0.0%N/A0.018%
7/9/2025 Graves Light Lenhart Wealth Inc.10,703$597K0.1%-6.2%0.040%
5/20/2025Belpointe Asset Management LLC6,096$323K0.0%-92.5%0.022%
5/16/2025Goldman Sachs Group Inc.3,426,423$181.46M0.0%-0.5%12.905%
5/16/2025Jones Financial Companies Lllp7,371$390K0.0%+731.0%0.027%
5/16/2025NewEdge Advisors LLC6,519$345K0.0%-19.0%0.024%
5/16/2025Millennium Management LLC433,405$22.95M0.0%+20.4%1.588%
5/16/2025Integrated Wealth Concepts LLC38,310$2.03M0.0%+8.5%0.140%
5/16/2025Edmond DE Rothschild Holding S.A.561,714$29.75M0.5%+115.2%2.058%
5/15/2025EP Wealth Advisors LLC3,565$189K0.0%-9.0%0.013%
5/15/2025Royal Bank of Canada134,749$7.14M0.0%-13.4%0.494%
5/15/2025MAI Capital Management13,791$730K0.0%-13.2%0.051%
5/15/2025DRW Securities LLC105,009$5.56M0.2%N/A0.385%
5/15/2025Baird Financial Group Inc.31,925$1.69M0.0%-2.4%0.117%
5/15/2025Trexquant Investment LP5,941$315K0.0%N/A0.022%
5/14/2025Samalin Investment Counsel LLC7,340$389K0.2%+16.6%0.027%
5/14/2025Synovus Financial Corp4,373$232K0.0%-6.0%0.016%
5/14/2025Quantitative Investment Management LLC21,883$1.16M0.1%N/A0.080%
5/14/2025Northwestern Mutual Wealth Management Co.18,979$1.01M0.0%+169.3%0.070%
5/14/2025Alaska Permanent Fund Corp102,000$5.16M0.1%-33.3%0.374%
5/14/2025Summit Financial LLC12,310$652K0.0%+3.0%0.045%
5/14/2025GM Advisory Group LLC40,059$2.12M0.1%+95.2%0.147%
5/14/2025Garda Capital Partners LP18,421$976K0.0%N/A0.067%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.7,914$416K0.0%-44.3%0.029%
5/14/2025Hsbc Holdings PLC20,030$1.06M0.0%N/A0.073%
5/13/2025Raymond James Financial Inc.230,824$12.22M0.0%+9.3%0.846%
5/13/2025Cowa LLC8,314$440K0.2%-4.3%0.030%
5/13/2025Tlwm323,717$17.14M3.4%+0.5%1.186%
5/13/2025HighTower Advisors LLC10,228$542K0.0%+10.0%0.037%
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5/12/2025Cobblestone Capital Advisors LLC NY10,750$569K0.0%-6.5%0.039%
5/12/2025Simplex Trading LLC105,468$5.59M0.0%+57.4%0.357%
5/12/2025Pandora Wealth Inc.700$37K0.0%N/A0.002%
5/12/2025National Bank of Canada FI8,949$474K0.0%-2.5%0.030%
5/12/2025Citigroup Inc.131,827$6.98M0.0%+357.8%0.446%
5/9/2025Altfest L J & Co. Inc.16,478$873K0.1%-94.1%0.056%
5/9/2025Evolution Wealth Advisors LLC53,022$2.81M0.5%-0.7%0.179%
5/9/2025Wharton Business Group LLC406,051$21.56M1.0%-0.9%1.374%
5/9/2025Wealthspire Advisors LLC6,584$349K0.0%-25.4%0.022%
5/9/2025PNC Financial Services Group Inc.370,386$19.62M0.0%+1.7%1.253%
5/8/2025Baker Avenue Asset Management LP64,990$3.44M0.1%+9.9%0.220%
5/8/2025ProVise 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%
5/8/2025US Bancorp DE1,065$56K0.0%+43.9%0.004%
5/8/2025XTX Topco Ltd3,857$204K0.0%N/A0.013%
5/8/2025Nan Fung Trinity HK Ltd.388,500$20.58M3.3%N/A1.315%
5/7/2025LPL Financial LLC413,564$21.90M0.0%+9.8%1.400%
5/7/2025 Kapitalo Investimentos Ltda478,000$25.32M5.1%N/A1.618%
5/7/2025TD Asset Management Inc143,300$7.59M0.0%N/A0.485%
5/6/2025Assetmark Inc.7,390$391K0.0%+33.6%0.025%
5/6/2025Cetera Investment Advisers30,959$1.64M0.0%+34.4%0.105%
5/6/2025Avantax 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%
5/6/2025Madison Asset Management LLC397,809$21.07M0.2%+52.8%1.346%
5/5/2025IFP Advisors Inc4,700$249K0.0%-6.0%0.016%
5/5/2025Calton & Associates Inc.1,480$78K0.0%-87.4%0.005%
5/5/2025Private Advisor Group LLC29,393$1.56M0.0%-16.3%0.099%
5/2/2025Pettinga Financial Advisors LLC5,560$294K0.1%-46.8%0.019%
5/2/2025SeaBridge Investment Advisors LLC7,912$419K0.1%-20.6%0.027%
5/2/2025Wealthfront Advisers LLC7,094$376K0.0%-41.8%0.024%
5/2/2025Castlekeep Investment Advisors LLC180,611$9.57M4.9%+94.5%0.611%
4/30/2025Cerity Partners LLC5,052$268K0.0%-14.9%0.017%
4/29/2025Envestnet Asset Management Inc.23,483$1.24M0.0%+2.2%0.079%
4/29/2025Riggs Asset Managment Co. Inc.23,557$1.25M0.4%N/A0.080%
4/29/2025Simmons Bank9,165$485K0.0%-21.4%0.031%
4/25/2025Koshinski 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%
4/24/2025Total Wealth Planning & Management Inc.8,637$457K0.4%+7.2%0.029%
4/23/2025Golden State Wealth Management LLC600$32K0.0%+100.0%0.002%
4/23/2025Fourth Dimension Wealth LLC1,724$91K0.0%-93.6%0.006%
4/22/2025Cambridge Investment Research Advisors Inc.9,969$528K0.0%-85.1%0.034%
4/21/2025Provident Wealth Management LLC1,250$66K0.0%N/A0.004%
4/21/2025Janney Capital Management LLC351,444$18.61M1.3%-2.6%1.189%
4/17/2025Vicus Capital55,878$2.96M0.3%+7.1%0.147%
4/17/2025Janney Montgomery Scott LLC16,991$900K0.0%-4.3%0.045%
4/17/2025American 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%
4/15/2025SG Americas Securities LLC8,221$435K0.0%-36.8%0.022%
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4/15/2025Ibex Wealth Advisors28,996$1.54M0.2%-4.4%0.077%
4/14/2025 Farther Finance Advisors LLC3,545$187K0.0%+7.4%0.009%
4/14/2025IMC 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%
4/8/2025Rothschild Investment LLC1,365$72K0.0%+21.3%0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC5,643$313K0.0%-5.4%0.013%
2/28/2025Total Wealth Planning & Management Inc.8,055$447K0.4%N/A0.017%
2/25/2025Heck Capital Advisors LLC925$51K0.0%N/A0.002%
2/20/2025Forum Financial Management LP16,979$942K0.0%N/A0.058%
(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, 255 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 SPDR S&P Bank ETF's institutional investors.

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

Of the 217 institutional investors that purchased SPDR S&P Bank ETF's 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 15,407,690 shares in the last 24 months. This purchase volume represents approximately $843.33M in transactions.

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

Of the 84 institutional investors that sold SPDR S&P Bank ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.27M), Altfest L J & Co. Inc. ($263.80K), Two Sigma Investments LP ($241.06K), Envestnet Asset Management Inc. ($225.31K), Jefferies Financial Group Inc. ($217.78K), SG Americas Securities LLC ($167.40K), and Captrust Financial Advisors ($125.49K).

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

Institutional investors have sold a total of 3,309,144 shares in the last 24 months. This volume of shares sold represents approximately $177.00M in transactions.


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This page (NYSEARCA:KBE) was last updated on 7/18/2025 by MarketBeat.com Staff
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