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SPDR S&P Bank ETF (KBE) Institutional Ownership

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$62.50 -0.44 (-0.70%)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Bank ETF (NYSEARCA:KBE)

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$220.95M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$141.52M
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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
10/14/2026Thurston Springer Miller Herd & Titak Inc.842$53K0.1%N/A0.004%
10/14/2026BigSur Wealth Management LLC1,925$122K0.0%N/A0.008%
10/13/2026Courier Capital LLC25,218$1.59M0.3%N/A0.108%
10/13/2026Accel Wealth Management4,301$272K0.1%N/A0.018%
10/10/2026Armstrong Advisory Group Inc.938$59K0.0%N/A0.004%
10/9/2026Graves Light Lenhart Wealth Inc.8,101$512K0.0%N/A0.035%
10/8/2026Farther Finance Advisors LLC4,848$306K0.0%N/A0.021%
10/8/2026CoreCap Advisors LLC1,061$67K0.0%N/A0.005%
10/8/2026Toth Financial Advisory Corp1,140$72K0.0%N/A0.005%
10/7/2026MRA Advisory Group112,569$7.12M2.6%N/A0.486%
10/2/2026 CX Institutional442$28K0.0%N/A0.002%
10/1/2026 Montecito Bank & Trust8,490$537K0.1%N/A0.033%
9/23/2026Envestnet Asset Management Inc.190,106$12.97M0.0%+60.7%0.818%
9/9/2026Tidal Investments LLC21,237$1.45M0.0%N/A0.090%
9/9/2026Integrated Wealth Concepts LLC26,106$1.78M0.0%+138.7%0.110%
9/9/2026RFG Advisory LLC3,000$205K0.0%N/A0.013%
9/9/2026Baird Financial Group Inc.17,579$1.20M0.0%+1.9%0.074%
8/27/2026Corient Private Wealth LP5,970$407K0.0%-23.9%0.025%
8/23/2026Ameritas Advisory Services LLC644$44K0.0%N/A0.003%
8/22/2026Timbuktu Capital Management LLC600$41K0.1%N/A0.003%
8/20/2026Quantitative Investment Management LLC70,229$4.79M0.5%N/A0.296%
8/20/2026Ancora Advisors LLC1,107$118K0.0%N/A0.005%
8/18/2026North Star Asset Management Inc.9,115$622K0.0%N/A0.038%
7/8/2026MRA Advisory Group112,634$7.68M2.8%+4.9%0.487%
7/2/2026 CX Institutional9,178$626K0.0%+1,788.5%0.041%
5/19/2026Bank of America Corp DE1,078,917$64.25M0.0%-20.4%4.631%
5/16/2026SummitTX Capital L.P.17,423$1.04M0.0%N/A0.075%
5/14/2026Renaissance Technologies LLC35,100$2.09M0.0%N/A0.151%
5/14/2026Aspen Grove Capital LLC5,935$353K0.1%-77.1%0.025%
5/14/2026Bank of Nova Scotia3,990$238K0.0%N/A0.017%
5/14/2026MWA Asset Management933$56K0.0%N/A0.004%
5/14/2026Group One Trading LLC13,489$803K0.0%-46.0%0.058%
5/14/2026Lido Advisors LLC10,749$640K0.0%-31.1%0.046%
5/13/2026Cetera Investment Advisers50,312$3.00M0.0%+7.6%0.216%
5/12/2026Barometer Capital Management Inc.4,000$238K0.1%N/A0.017%
5/8/2026PNC Financial Services Group Inc.314,622$18.74M0.0%-2.0%1.350%
5/8/2026Madison Asset Management LLC335,931$20.01M0.2%-17.3%1.442%
5/8/2026MWA Asset Management933$56K0.0%N/A0.004%
5/7/2026Hanover Advisors Inc.10,009$596K0.2%+8.9%0.043%
5/6/2026Assetmark Inc.4,771$284K0.0%+21.3%0.020%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
5/5/2026Vectors Research Management LLC11,490$684K0.2%+3.6%0.049%
5/5/2026Wealthfront Advisers LLC9,238$550K0.0%+35.2%0.040%
5/5/2026Bank of New York Mellon Corp281,665$16.77M0.0%+65.7%1.209%
5/5/2026IMC Chicago LLC36,834$2.19M0.0%+43.8%0.158%
5/5/2026Sanctuary Advisors LLC39,579$2.36M0.0%+20.3%0.170%
5/1/2026Fifth Third Bancorp7,423$442K0.0%+146.7%0.032%
4/30/2026Hsbc Holdings PLC10,375$617K0.0%-30.9%0.045%
4/30/2026Kestra Advisory Services LLC14,790$881K0.0%+34.6%0.064%
4/28/2026Value Investment Professionals LLC11,433$681K0.3%N/A0.049%
4/27/2026Private Advisor Group LLC4,290$255K0.0%N/A0.019%
4/27/2026Y Intercept Hong Kong Ltd4,227$252K0.0%N/A0.018%
4/22/2026Janney Montgomery Scott LLC334,848$19.94M0.0%+1,944.1%1.431%
4/22/2026MRA Advisory Group107,400$6.40M2.6%-6.0%0.459%
4/22/2026Advocate Investing Services LLC435$26K0.0%-38.5%0.002%
3/20/2026Hsbc Holdings PLC15,008$911K0.0%-11.7%0.062%
3/17/2026Rockefeller Capital Management L.P.8,153$495K0.0%+21.6%0.034%
3/9/2026Corient Private Wealth LLC7,840$476K0.0%-6.9%0.033%
3/6/2026Cedarwood Wealth LLC3,924$248K0.3%N/A0.016%
2/19/2026Corient Private Wealth LLC6,865$417K0.0%-18.5%0.029%
2/18/2026EP Wealth Advisors LLC4,125$250K0.0%N/A0.017%
2/18/2026XTX Topco Ltd4,331$263K0.0%-40.5%0.018%
2/18/2026Toronto Dominion Bank4,011$243K0.0%+100,175.0%0.017%
2/18/2026Tudor Investment Corp ET AL24,183$1.47M0.0%-93.2%0.101%
2/18/2026Caption Management LLC70,000$4.25M0.0%N/A0.291%
2/18/2026Asset One Wealth Management LLC5,809$375K0.1%N/A0.024%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.20,547$1.25M0.0%-12.3%0.085%
2/17/2026Integrated Advisors Network LLC8,508$516K0.0%-23.0%0.035%
2/17/2026EFG International AG1,260$76K0.0%N/A0.005%
2/17/2026Cetera Investment Advisers46,746$2.84M0.0%+31.1%0.194%
2/17/2026Equitable Holdings Inc.17,953$1.09M0.0%+19.9%0.075%
2/17/2026Trexquant Investment LP4,569$277K0.0%N/A0.019%
2/17/2026Quantitative Investment Management LLC78,445$4.76M0.5%+1,074.7%0.326%
2/17/2026Osaic Holdings Inc.34,737$2.11M0.0%+8.1%0.144%
2/17/2026Clark Capital Management Group Inc.14,107$856K0.0%N/A0.059%
2/17/2026Captrust Financial Advisors95,211$5.78M0.0%+7.2%0.396%
2/17/2026&PARTNERS8,853$537K0.0%+14.9%0.037%
2/17/2026Royal Bank of Canada463,143$28.11M0.0%+262.0%1.926%
2/16/2026Mariner LLC13,441$817K0.0%+1.9%0.056%
2/16/2026Arax Advisory Partners1,102$67K0.0%-13.0%0.005%
2/13/2026Arete Wealth Advisors LLC57,888$3.51M0.2%N/A0.241%
2/13/2026Kestra Advisory Services LLC10,985$667K0.0%-2.5%0.046%
2/13/2026Walleye Capital LLC60,864$3.69M0.0%N/A0.253%
2/13/2026Stifel Financial Corp77,261$4.69M0.0%+0.9%0.321%
2/13/2026Fairfield Bush & CO.6,852$416K0.2%-2.7%0.028%
2/13/2026Morgan Stanley1,330,255$80.73M0.0%-11.5%5.531%
2/13/2026Schroder Investment Management Group32,837$2.01M0.0%N/A0.137%
2/13/2026First Trust Advisors LP36,743$2.23M0.0%+2.9%0.153%
2/13/2026Wells Fargo & Company MN617,683$37.49M0.0%-8.6%2.568%
2/12/2026Advocate Investing Services LLC707$43K0.0%N/A0.003%
2/12/2026Federation des caisses Desjardins du Quebec1,920$117K0.0%-9.0%0.008%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

Click here to see the document and learn protective steps
2/12/2026HRT Financial LP14,190$861K0.0%+35.7%0.059%
2/12/2026DRW Securities LLC20,548$1.25M0.0%-60.6%0.085%
2/12/2026Commonwealth Equity Services LLC25,765$1.56M0.0%-49.5%0.107%
2/12/2026Steward Partners Investment Advisory LLC7,079$430K0.0%-40.7%0.029%
2/12/2026Group One Trading LLC24,991$1.52M0.0%+12.0%0.104%
2/11/2026Stirlingshire Investments Inc.13,475$818K0.7%N/A0.056%
2/11/2026Agave Capital Management Ltd116,828$7.11M1.2%N/A0.486%
2/11/2026Empowered Funds LLC104,833$6.36M0.1%+113.0%0.436%
2/11/2026Janney Montgomery Scott LLC16,381$994K0.0%+4.6%0.068%
2/11/2026Simplex Trading LLC95,664$5.81M0.0%+277.1%0.398%


KBE Institutional Ownership - Frequently Asked Questions

During the previous two years, 278 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), Two Sigma Investments LP ($120.65M), Morgan Stanley ($80.73M), Harel Insurance Investments & Financial Services Ltd. ($64.90M), Bank of America Corp DE ($64.25M), Wells Fargo & Company MN ($37.49M), and Edmond DE Rothschild Holding S.A. ($32.09M).Learn more on SPDR S&P Bank ETF's institutional investors.

Of the 239 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. ($2.23M), Citigroup Inc. ($1.16M), Harel Insurance Investments & Financial Services Ltd. ($870K), Schroder Investment Management Group ($705.86K), Edmond DE Rothschild Holding S.A. ($575.42K), and Duquesne Family Office LLC ($482.10K).

Institutional investors have bought a total of 3,646,314 shares in the last 24 months. This purchase volume represents approximately $220.95M in transactions.

Of the 70 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: Bank of America Corp DE ($403.23K), Citigroup Inc. ($398.85K), Tudor Investment Corp ET AL ($329.16K), Barclays PLC ($222.10K), Morgan Stanley ($173.54K), LPL Financial LLC ($168.32K), and Norden Group LLC ($108.15K).

Institutional investors have sold a total of 2,358,717 shares in the last 24 months. This volume of shares sold represents approximately $141.52M in transactions.



Institutional ownership data for NYSEARCA:KBE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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