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SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$68.62 0.00 (0.00%)
As of 07/2/2026 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)
142
Total
Institutional Inflows
(last 12 months)
$283.82M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$155.71M
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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
7/2/2026 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%
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%
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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%
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%
2/11/2026LPL Financial LLC367,844$22.32M0.0%-31.4%1.529%
2/11/2026JPMorgan Chase & Co.83,476$5.07M0.0%+50.5%0.347%
2/11/2026Wharton Business Group LLC430,306$26.12M1.0%-0.6%1.789%
2/11/2026Total Wealth Planning & Management Inc.6,962$423K0.3%N/A0.029%
2/10/2026Lido Advisors LLC15,591$940K0.0%+9.7%0.065%
2/10/2026Calton & Associates Inc.10,633$645K0.1%+2.4%0.044%
2/10/2026Waterloo Capital L.P.6,091$370K0.0%N/A0.025%
2/10/2026Northwestern Mutual Wealth Management Co.25,661$1.56M0.0%+20.0%0.107%
2/10/2026Castlekeep Investment Advisors LLC205,332$12.46M5.6%+0.2%0.854%
2/9/2026Harbour Investments Inc.1,530$93K0.0%-56.2%0.006%
2/6/2026Global Retirement Partners LLC21,608$1.31M0.0%-6.7%0.090%
2/6/2026PNC Financial Services Group Inc.321,167$19.49M0.0%-15.9%1.335%
2/6/2026HighTower Advisors LLC9,964$605K0.0%-8.5%0.041%
2/6/2026Envestnet Portfolio Solutions Inc.24,372$1.48M0.0%N/A0.101%
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2/5/2026Sapient Capital LLC22,800$1.40M0.0%N/A0.095%
2/5/2026Blue Water Asset Management7,007$425K0.2%N/A0.029%
2/4/2026Madison Asset Management LLC406,063$24.64M0.3%-3.5%1.685%
2/4/2026Atlantic Union Bankshares Corp46,486$2.82M0.1%-1.6%0.193%
2/3/2026International Assets Investment Management LLC1,454$88K0.0%N/A0.006%
2/2/2026Truist Financial Corp16,803$1.02M0.0%+55.3%0.070%
2/2/2026Mutual Advisors LLC11,017$669K0.0%-32.8%0.046%
2/2/2026Oppenheimer & Co. Inc.22,532$1.37M0.0%+28.8%0.093%
1/30/2026RCW Management LLC7,429$451K0.5%N/A0.031%
1/30/2026Wealthfront Advisers LLC6,835$415K0.0%+4.4%0.029%


KBE Institutional Ownership - Frequently Asked Questions

During the previous two years, 283 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 243 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 4,839,970 shares in the last 24 months. This purchase volume represents approximately $283.82M in transactions.

Of the 90 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 JPMorgan Chase & Co. ($147.43K).

Institutional investors have sold a total of 2,612,897 shares in the last 24 months. This volume of shares sold represents approximately $155.71M in transactions.


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This page (NYSEARCA:KBE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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