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SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$52.38 +1.25 (+2.44%)
Closing price 05/2/2025 04:10 PM Eastern
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$52.33 -0.05 (-0.10%)
As of 05/2/2025 06:42 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)
133
Total
Institutional Inflows
(last 12 months)
$736.41M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$141.88M
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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
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%
2/25/2025Heck 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%
2/19/2025North Star Asset Management Inc.9,772$542K0.0%-4.9%0.033%
2/18/2025GTS Securities LLC4,400$244K0.0%-128.8%0.015%
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%
2/17/2025Ulysses Management LLC19,000$1.05M0.2%N/A0.065%
2/17/2025Two Sigma Investments LP37,240$2.07M0.0%-86.6%0.127%
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2/17/2025OMERS ADMINISTRATION Corp28,700$1.59M0.0%N/A0.098%
2/17/2025Millennium Management LLC360,001$19.97M0.0%+181.4%1.227%
2/17/2025Jefferies Financial Group Inc.242,783$13.47M0.1%N/A0.513%
2/17/2025Crestline Management LP95,916$5.32M0.2%N/A0.327%
2/17/2025Cetera Investment Advisers23,042$1.28M0.0%-65.3%0.079%
2/17/2025Cercano Management LLC65,601$3.64M0.1%N/A0.224%
2/17/2025Capstone Investment Advisors LLC85,924$4.77M0.0%N/A0.293%
2/17/2025Captrust Financial Advisors116,224$6.45M0.0%-19.0%0.396%
2/17/2025Cary Street Partners Financial LLC4,194$233K0.0%N/A0.014%
2/17/2025 Castlekeep Investment Advisors LLC5,044,054$261.07M1.7%N/A17.186%
2/17/2025Baird Financial Group Inc.32,726$1.82M0.0%+3.3%0.112%
2/17/2025Baker Avenue Asset Management LP59,157$3.28M0.1%+10.9%0.202%
2/17/2025BNP Paribas Financial Markets4,565$253K0.0%+132.9%0.016%
2/17/2025Ameriprise Financial Inc.67,674$3.76M0.0%-36.2%0.231%
2/14/2025Itau Unibanco Holding S.A.3,782$210K0.0%N/A0.013%
2/14/2025Paloma Partners Management Co8,666$481K0.0%N/A0.030%
2/14/2025Northern Trust Corp3,650$202K0.0%N/A0.012%
2/14/2025Integrated Wealth Concepts LLC35,323$1.96M0.0%-4.6%0.120%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.14,209$790K0.0%-37.4%0.048%
2/14/2025Quantessence Capital LLC6,610$367K0.2%N/A0.023%
2/14/2025Stifel Financial Corp92,162$5.11M0.0%-1.2%0.314%
2/14/2025TD Waterhouse Canada Inc.2,883$160K0.0%+108.5%0.010%
2/14/2025 Forum Financial Management LP16,979$942K0.0%N/A0.058%
2/13/2025NewEdge Advisors LLC8,052$447K0.0%+21.1%0.027%
2/13/2025Walleye Capital LLC36,304$2.01M0.0%+266.6%0.124%
2/13/2025Belpointe Asset Management LLC81,237$4.38M0.3%+1,378.9%0.277%
2/13/2025Mariner LLC3,700$205K0.0%N/A0.013%
2/13/2025Barclays PLC33,329$1.85M0.0%+2,411.6%0.114%
2/13/2025Synovus Financial Corp4,651$258K0.0%-47.6%0.016%
2/13/2025Advisory Services Network LLC11,800$655K0.0%-10.5%0.040%
2/13/2025Bank of Montreal Can86,569$4.80M0.0%-38.2%0.295%
2/13/2025 Cerity Partners LLC5,936$329K0.0%+18.3%0.020%
2/13/2025 Envestnet Asset Management Inc.22,979$1.28M0.0%-90.7%0.078%
2/13/2025Wells Fargo & Company MN346,511$19.22M0.0%+6.0%1.181%
2/12/2025Trans Canada Capital Inc.70,000$3.88M0.4%N/A0.239%
2/12/2025Edmond DE Rothschild Holding S.A.261,062$14.48M0.2%N/A0.889%
2/12/2025O Shaughnessy Asset Management LLC1,264$70K0.0%+145.9%0.004%
2/12/2025CIBC Private Wealth Group LLC23,382$1.29M0.0%+826.8%0.080%
2/12/2025Blair William & Co. IL614$34K0.0%-85.7%0.002%
2/12/2025JPMorgan Chase & Co.2,311,639$128.23M0.0%+1,963.2%7.876%
2/12/2025Heritage Wealth Advisors2,989$166K0.0%-17.1%0.010%
2/11/2025Angeles Investment Advisors LLC175,500$9.74M0.5%N/A0.598%
2/11/2025Congress Wealth Management LLC DE4,011$222K0.0%N/A0.014%
2/11/2025LPL Financial LLC376,691$20.90M0.0%+59.0%1.283%
2/11/2025Simplex Trading LLC66,990$3.72M0.0%N/A0.228%
2/11/2025Sandy Spring Bank48,957$2.72M0.1%-3.9%0.167%
2/11/2025ProVise Management Group LLC189,778$10.53M0.9%-3.0%0.647%
2/10/2025Evoke Wealth LLC5,070$281K0.0%N/A0.017%
2/10/2025Eldridge Investment Advisors Inc.12,000$666K0.2%N/A0.041%
2/10/2025Harbour Investments Inc.3,429$190K0.0%-8.4%0.012%
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2/10/2025Corient Private Wealth LLC8,425$467K0.0%+22.6%0.029%
2/10/2025Commonwealth Equity Services LLC31,574$1.75M0.0%+9.3%0.108%
2/10/2025Madison Investment Advisors LLC260,368$14.44M0.2%N/A0.887%
2/10/2025Avantax Advisory Services Inc.8,746$485K0.0%+2.8%0.030%
2/10/2025Hopwood Financial Services Inc.4,000$222K0.2%N/A0.014%
2/10/2025 Farther Finance Advisors LLC3,300$183K0.0%-9.6%0.011%
2/7/2025HighTower Advisors LLC9,294$516K0.0%-1.8%0.032%
2/7/2025SPX Gestao de Recursos Ltda112,734$6.25M0.9%N/A0.384%
2/7/2025 Sowell Financial Services LLC20,618$1.14M0.1%N/A0.070%
2/7/2025Amundi17,879$987K0.0%+59,496.7%0.061%
(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, 250 institutional investors and hedge funds held shares of SPDR S&P Bank ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($128.23M), Citigroup Inc. ($70.87M), Harel Insurance Investments & Financial Services Ltd. ($64.90M), Migdal Insurance & Financial Holdings Ltd. ($35.90M), CIBC Asset Management Inc ($29.34M), Wharton Business Group LLC ($22.73M), and LPL Financial LLC ($20.90M).Learn more on KBE's institutional investors.

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

Of the 209 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. ($1.06M), CIBC Asset Management Inc ($791.35K), and Barclays PLC ($667.91K).

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

Institutional investors have bought a total of 22,133,675 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 110 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. ($1.43M), Assetmark Inc. ($1.27M), Meitav Investment House Ltd. ($527.60K), JPMorgan Chase & Co. ($424.12K), Barclays PLC ($357.78K), Envestnet Asset Management Inc. ($259.27K), and Two Sigma Investments LP ($241.06K).

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

Institutional investors have sold a total of 6,786,041 shares in the last 24 months. This volume of shares sold represents approximately $298.94M in transactions.


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