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SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$60.90 -0.39 (-0.63%)
As of 11:29 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)
164
Total
Institutional Inflows
(last 12 months)
$917.99M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$187.80M
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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
8/19/2025 Marex Group plc4,507$251K0.0%N/A0.017%
8/19/2025 Advisory Services Network LLC12,557$706K0.0%+8.7%0.046%
8/18/2025 Tyler Stone Wealth Management4,358$243K0.0%N/A0.016%
8/15/2025 Tower Research Capital LLC TRC 4,586$256K0.0%N/A0.017%
8/15/2025 Fairfield Bush & CO.4,350$243K0.1%N/A0.016%
8/15/2025 Corient Private Wealth LLC13,308$742K0.0%+97.0%0.049%
8/15/2025 Captrust Financial Advisors93,083$5.19M0.0%-13.3%0.343%
8/15/2025 Voya Financial Advisors Inc.8,490$473K0.0%N/A0.031%
8/15/2025 Two Sigma Securities LLC9,881$551K0.1%N/A0.036%
8/15/2025 Great Valley Advisor Group Inc.10,984$612K0.0%+7.9%0.040%
8/15/2025 Group One Trading LLC13,278$740K0.0%+121.0%0.049%
8/15/2025 EP Wealth Advisors LLC4,594$256K0.0%+28.9%0.017%
8/15/2025 Curi Capital LLC15,536$866K0.0%+6.5%0.057%
8/15/2025 Ameriprise Financial Inc.83,113$4.63M0.0%-0.7%0.306%
8/14/2025 Lighthouse Investment Partners LLC9,827$548K0.0%N/A0.036%
8/14/2025 Raymond James Financial Inc.242,125$13.50M0.0%+4.9%0.892%
8/14/2025 Objective Capital Management LLC7,304$407K0.5%-3.3%0.027%
8/14/2025 NewEdge Advisors LLC5,720$319K0.0%-12.3%0.021%
8/14/2025 Cary Street Partners Financial LLC5,194$290K0.0%+23.8%0.019%
8/14/2025 Cerity Partners LLC4,812$268K0.0%-4.8%0.018%
8/13/2025 Helix Partners Management LP45,000$2.51M0.9%N/A0.166%
8/13/2025 Baird Financial Group Inc.17,210$960K0.0%-46.1%0.063%
8/13/2025 Walleye Capital LLC64,314$3.59M0.0%N/A0.237%
8/13/2025 First Trust Advisors LP44,631$2.49M0.0%+5.0%0.164%
8/13/2025 Quantbot Technologies LP20,093$1.12M0.0%N/A0.074%
8/13/2025 Lido Advisors LLC5,241$292K0.0%+11.1%0.019%
8/13/2025 Schroder Investment Management Group673,025$37.51M0.0%N/A2.479%
8/13/2025 Hsbc Holdings PLC15,030$838K0.0%-25.0%0.055%
8/13/2025 Northwestern Mutual Wealth Management Co.19,255$1.07M0.0%+1.5%0.071%
8/12/2025 XTX Topco Ltd9,111$508K0.0%+136.2%0.034%
8/12/2025 Edmond DE Rothschild Holding S.A.575,420$32.09M0.5%+2.4%2.119%
8/12/2025Jefferies Financial Group Inc.18,945$1.06M0.0%-24.2%0.070%
8/12/2025 MAI Capital Management11,794$658K0.0%-14.5%0.043%
8/12/2025 JPMorgan Chase & Co.62,547$3.49M0.0%-68.1%0.230%
8/11/2025 TD Waterhouse Canada Inc.3,509$201K0.0%+24.9%0.013%
8/8/2025 Itau Unibanco Holding S.A.10,000$558K0.0%N/A0.036%
8/8/2025 ProVise Management Group LLC200,939$11.20M0.9%+0.4%0.720%
8/8/2025 Cetera Investment Advisers40,972$2.29M0.0%+32.3%0.147%
8/8/2025 SG Americas Securities LLC6,041$337K0.0%-26.5%0.022%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.7,514$420K0.0%-5.1%0.027%
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8/8/2025 PNC Financial Services Group Inc.378,941$21.13M0.0%+2.3%1.358%
8/7/2025 FDx Advisors Inc.40,979$2.29M0.7%N/A0.147%
8/6/2025 Sage Advisory Services Ltd.Co.79,640$4.44M2.4%N/A0.285%
8/6/2025 Atlantic Union Bankshares Corp48,075$2.68M0.1%N/A0.172%
8/5/2025 Fourth Dimension Wealth LLC726$40K0.0%-57.9%0.003%
8/5/2025 Simplex Trading LLC84,604$4.72M0.0%-19.8%0.303%
8/5/2025 Bank of New York Mellon Corp172,270$9.61M0.0%N/A0.617%
8/5/2025 Bank of Montreal Can173,162$9.66M0.0%-8.1%0.621%
8/5/2025 Benchmark Financial Wealth Advisors LLC51,472$2.87M0.9%N/A0.184%
8/5/2025 Castlekeep Investment Advisors LLC202,108$11.27M5.5%+11.9%0.724%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors50,444$2.81M0.3%N/A0.181%
8/4/2025 Atria Investments Inc5,988$334K0.0%N/A0.021%
8/4/2025 Assetmark Inc.4,262$238K0.0%-42.3%0.015%
8/1/2025 Y Intercept Hong Kong Ltd11,218$626K0.0%N/A0.042%
8/1/2025 Envestnet Asset Management Inc.61,412$3.42M0.0%+161.5%0.227%
7/31/2025 Wealthfront Advisers LLC6,608$368K0.0%-6.9%0.024%
7/29/2025 Stephens Inc. AR10,110$564K0.0%+7.3%0.036%
7/29/2025 Stratos Wealth Partners LTD.3,972$221K0.0%N/A0.014%
7/28/2025 Mutual Advisors LLC10,837$626K0.0%-2.0%0.039%
7/25/2025 Envestnet Portfolio Solutions Inc.13,194$736K0.0%N/A0.047%
7/25/2025 Sovereign Financial Group Inc.3,684$205K0.0%-6.4%0.013%
7/25/2025 Johnson Investment Counsel Inc.5,825$325K0.0%-4.1%0.021%
7/24/2025 IFP Advisors Inc451$25K0.0%-90.4%0.002%
7/23/2025 NBT Bank N A NY2,996$167K0.0%-15.5%0.011%
7/21/2025 Ameritas Advisory Services LLC634$35K0.0%N/A0.002%
7/21/2025 Exchange Capital Management Inc.5,495$306K0.0%-18.3%0.020%
7/18/2025 Institute for Wealth Management LLC.4,380$244K0.0%-6.5%0.016%
7/18/2025 Truist Financial Corp14,648$817K0.0%+41.9%0.054%
7/17/2025 XML Financial LLC4,172$233K0.0%-7.3%0.015%
7/17/2025 HB Wealth Management LLC3,642$203K0.0%N/A0.014%
7/17/2025 Janney Capital Management LLC338,079$18.85M1.2%-3.8%1.254%
7/17/2025 Janney Montgomery Scott LLC16,418$916K0.0%-3.4%0.061%
7/17/2025 SeaBridge 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%
5/20/2025 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%12.905%
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%
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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%
(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, 258 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), Harel Insurance Investments & Financial Services Ltd. ($64.90M), Schroder Investment Management Group ($37.51M), Migdal Insurance & Financial Holdings Ltd. ($35.90M), Edmond DE Rothschild Holding S.A. ($32.09M), 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 220 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 ($5.25M), JPMorgan Chase & Co. ($2.20M), Harel Insurance Investments & Financial Services Ltd. ($1.17M), Citigroup Inc. ($1.16M), Migdal Insurance & Financial Holdings Ltd. ($780K), Schroder Investment Management Group ($673.03K), and Edmond DE Rothschild Holding S.A. ($575.42K).

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

Institutional investors have bought a total of 16,720,520 shares in the last 24 months. This purchase volume represents approximately $917.99M in transactions.

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

Of the 85 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. ($223.84K), JPMorgan Chase & Co. ($213.85K), and SG Americas Securities LLC ($169.58K).

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

Institutional investors have sold a total of 3,495,987 shares in the last 24 months. This volume of shares sold represents approximately $187.80M in transactions.


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This page (NYSEARCA:KBE) was last updated on 8/28/2025 by MarketBeat.com Staff
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