Free Trial

SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$59.45 +0.08 (+0.13%)
(As of 09:15 AM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P Bank ETF (NYSEARCA:KBE)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$219.80M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$109.69M
Get KBE Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Bank ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/19/2024 Barclays PLC1,327$70K0.0%-90.8%0.005%
11/15/2024 Barclays PLC1,327$70K0.0%-90.8%0.005%
11/15/2024 Cape Cod Five Cents Savings Bank10,420$551K0.1%-9.1%0.036%
11/15/2024 MML Investors Services LLC30,911$1.64M0.0%+433.1%0.105%
11/15/2024 EP Wealth Advisors LLC4,017$212K0.0%-32.3%0.014%
11/15/2024 Stifel Financial Corp93,271$4.93M0.0%-11.4%0.318%
11/15/2024 Quadrature Capital Ltd9,903$523K0.0%N/A0.034%
11/15/2024 Integrated Wealth Concepts LLC37,014$1.96M0.0%-8.9%0.126%
11/14/2024 Cobblestone Capital Advisors LLC NY11,500$608K0.0%-5.0%0.039%
11/14/2024 Captrust Financial Advisors143,477$7.59M0.0%-40.6%0.489%
11/14/2024 Walleye Capital LLC9,902$524K0.0%N/A0.034%
11/14/2024 RPg Family Wealth Advisory LLC1,583$84K0.0%N/A0.005%
11/13/2024 BNP Paribas Financial Markets1,960$104K0.0%-89.7%0.007%
11/13/2024 FMR LLC4,309$229K0.0%+20.6%0.015%
11/13/2024Fisher Asset Management LLC3,833$203K0.0%-22.8%0.013%
11/12/2024 Citigroup Inc.1,339,899$70.87M0.0%+372.7%4.565%
11/8/2024 PNC Financial Services Group Inc.362,110$19.15M0.0%-2.8%1.234%
11/8/2024 Prospera Financial Services Inc22,818$1.21M0.0%N/A0.078%
11/7/2024 Wharton Business Group LLC425,346$22.50M1.0%-0.5%1.449%
11/7/2024 WP Advisors LLC4,847$256K0.1%-48.3%0.017%
11/7/2024 MAI Capital Management14,225$752K0.0%+36.7%0.048%
11/6/2024 Evolution Wealth Advisors LLC53,387$2.82M0.5%-1.1%0.182%
11/6/2024 Vectors Research Management LLC4,215$217K0.1%N/A0.014%
11/5/2024 Simmons Bank12,065$638K0.0%-12.9%0.041%
11/4/2024 Baker Avenue Asset Management LP53,351$2.82M0.1%N/A0.182%
11/2/2024 Transcendent Capital Group LLC31,396$1.66M0.9%N/A0.107%
11/2/2024 XML Financial LLC5,267$279K0.0%N/A0.018%
11/1/2024 Objective Capital Management LLC7,554$400K0.2%N/A0.026%
11/1/2024 Assetmark Inc.5,757$304K0.0%-99.5%0.020%
10/30/2024 Balentine LLC2,640$140K0.0%N/A0.009%
10/30/2024 Crescent Grove Advisors LLC4,966$263K0.0%-3.6%0.017%
10/30/2024 North Star Investment Management Corp.76,601$4.05M0.3%+60.6%0.261%
10/29/2024 Janney Montgomery Scott LLC17,481$925K0.0%N/A0.060%
10/29/2024 Janney Capital Management LLC374,452$19.81M1.3%N/A1.276%
10/29/2024 Farther Finance Advisors LLC3,650$193K0.0%N/A0.012%
10/28/2024 Stephens Inc. AR9,491$502K0.0%+7.4%0.032%
10/28/2024 US Bancorp DE740$39K0.0%+678.9%0.003%
10/25/2024 Avitas Wealth Management LLC4,278$226K0.0%N/A0.015%
10/24/2024 Vima LLC11,352$600K1.2%-4.4%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC5,968$316K0.0%+14.8%0.020%
Tesla Execs are Freaking Out (Ad)

It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.

10/23/2024 Pettinga Financial Advisors LLC10,765$569K0.1%-2.5%0.037%
10/23/2024 Alaska Permanent Fund Corp153,000$8.09M0.1%+45.7%0.521%
10/22/2024 Capital Investment Counsel Inc1,961$104K0.0%-19.2%0.007%
10/22/2024 Private Advisor Group LLC34,577$1.83M0.0%-0.8%0.118%
10/21/2024 Calton & Associates Inc.11,729$620K0.2%-11.2%0.040%
10/21/2024 Toth Financial Advisory Corp1,690$89K0.0%-68.1%0.006%
10/18/2024Raymond James & Associates51,072$2.70M0.0%+4.2%0.174%
10/18/2024Stratos Wealth Advisors LLC4,623$245K0.0%N/A0.016%
10/17/2024 AlphaMark Advisors LLC1,215$64K0.0%-38.6%0.004%
10/11/2024 CX Institutional6,420$340K0.0%N/A0.022%
10/9/2024 Westwind Capital19,620$1.04M0.3%N/A0.067%
10/8/2024 Connective Portfolio Management LLC8,000$423K0.5%N/A0.027%
10/8/2024 Sovereign Financial Group Inc.3,933$208K0.0%N/A0.013%
10/3/2024 Park Avenue Securities LLC6,849$362K0.0%N/A0.023%
10/3/2024 SG Americas Securities LLC94,226$4.98M0.0%-46.3%0.321%
10/2/2024 Massmutual Trust Co. FSB ADV1,000$53K0.0%-65.4%0.003%
8/22/2024 Cetera Investment Advisers33,406$1.55M0.0%-32.8%0.114%
8/16/2024 Creative Planning6,313$293K0.0%+3.3%0.022%
8/16/2024 Ascent Group LLC18,506$858K0.1%N/A0.063%
8/14/2024 Discovery Capital Management LLC CT19,330$897K0.1%N/A0.066%
8/14/2024 DRW Securities LLC70,000$3.14M0.1%-6.7%0.239%
8/12/2024 Cowa LLC12,919$599K0.3%+11.9%0.044%
8/12/2024 ProVise Management Group LLC190,879$8.86M0.8%+3.3%0.650%
8/9/2024 Brown Brothers Harriman & Co.7,419$344K0.0%+3,432.9%0.025%
8/8/2024 Envestnet Asset Management Inc.91,488$4.24M0.0%+92.7%0.312%
8/8/2024 Vima LLC11,874$551K1.2%-7.8%0.040%
8/5/2024 Private Advisor Group LLC34,855$1.62M0.0%+3.7%0.119%
8/3/2024 National Bank of Canada FI9,214$425K0.0%-3.5%0.031%
8/2/2024 Magnus Financial Group LLC4,540$211K0.0%-6.2%0.015%
8/1/2024 Retireful LLC38,157$1.77M0.8%N/A0.130%
8/1/2024 Summit Financial LLC12,029$558K0.0%N/A0.041%
7/31/2024 Essex Financial Services Inc.5,197$241K0.0%N/A0.018%
7/31/2024Commonwealth Equity Services LLC30,093$1.40M0.0%+5.6%0.103%
7/31/2024 WP Advisors LLC9,367$435K0.1%-9.6%0.032%
7/30/2024 International Assets Investment Management LLC20,315$942K0.1%-15.1%0.069%
7/26/2024 Simmons Bank13,855$643K0.0%-3.1%0.047%
7/26/2024 Harbour Investments Inc.3,721$173K0.0%+10.2%0.013%
7/23/2024 Courier Capital LLC4,373$203K0.0%-19.2%0.015%
7/23/2024 Exchange Capital Management Inc.10,796$501K0.1%-14.0%0.037%
7/22/2024Fifth Third Bancorp2,520$117K0.0%+9.6%0.009%
7/22/2024 BigSur Wealth Management LLC11,625$539K0.2%-5.7%0.040%
7/19/2024Raymond James & Associates49,028$2.27M0.0%-15.3%0.167%
7/18/2024 Evolution Wealth Advisors LLC54,007$2.51M0.5%-1.3%0.184%
7/17/2024 AlphaMark Advisors LLC1,980$92K0.0%-11.2%0.007%
7/12/2024 Ignite Planners LLC4,719$215K0.1%N/A0.016%
7/12/2024 SG Americas Securities LLC175,616$8.15M0.0%+0.4%0.598%
7/10/2024 Csenge Advisory Group16,784$779K0.0%N/A0.057%
7/9/2024 Lynx Investment Advisory980$45K0.0%N/A0.003%
7/2/2024 Massmutual Trust Co. FSB ADV2,890$134K0.0%N/A0.010%
5/24/2024Cetera Advisors LLC20,224$953K0.0%+252.9%0.069%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

5/24/2024 Cetera Investment Advisers49,717$2.34M0.0%-1.5%0.169%
5/17/2024 Vima LLC12,879$607K0.2%+7.0%0.044%
5/17/2024 Comerica Bank3,913$184K0.0%-37.2%0.013%
5/14/2024 EP Wealth Advisors LLC5,933$279K0.0%-6.2%0.020%
5/9/2024 ProVise Management Group LLC184,841$8.71M0.8%+9.2%0.630%
5/9/2024 WP Advisors LLC10,364$488K0.2%-4.8%0.035%
5/9/2024 Koshinski Asset Management Inc.5,476$258K0.0%-50.6%0.019%
5/8/2024 Avantax Advisory Services Inc.9,177$432K0.0%-24.0%0.031%
5/7/2024 Oppenheimer & Co. Inc.4,662$220K0.0%-22.6%0.016%
5/7/2024 SG Americas Securities LLC174,882$8.24M0.0%-13.9%0.596%
(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, 211 institutional investors and hedge funds held shares of SPDR S&P Bank ETF. The most heavily invested institutionals were Citigroup Inc. ($70.87M), Migdal Insurance & Financial Holdings Ltd. ($35.90M), CIBC Asset Management Inc ($29.34M), JPMorgan Chase & Co. ($29.01M), Meitav Dash Investments Ltd. ($24.33M), Wharton Business Group LLC ($22.50M), and Wells Fargo & Company MN ($20.94M).Learn more on KBE's institutional investors.

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

Of the 162 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: Migdal Insurance & Financial Holdings Ltd. ($3.20M), Citigroup Inc. ($1.06M), CIBC Asset Management Inc ($791.35K), Barclays PLC ($718.70K), Janney Capital Management LLC ($374.45K), Twin Tree Management LP ($345.69K), and Segantii Capital Management Ltd ($340K).

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

Institutional investors have bought a total of 11,737,795 shares in the last 24 months. This purchase volume represents approximately $487.82M in transactions.

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

Of the 107 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: JPMorgan Chase & Co. ($1.79M), Citigroup Inc. ($1.43M), Assetmark Inc. ($1.27M), Meitav Investment House Ltd. ($512.63K), LPL Financial LLC ($484.42K), Raymond James Financial Services Advisors Inc. ($361.06K), and Barclays PLC ($357.78K).

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

Institutional investors have sold a total of 8,849,416 shares in the last 24 months. This volume of shares sold represents approximately $378.87M in transactions.



This page (NYSEARCA:KBE) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners