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SPDR S&P Bank ETF (KBE) Institutional Ownership

SPDR S&P Bank ETF logo
$57.86 +0.77 (+1.35%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$223.12M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$115.44M
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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
1/17/2025 Mutual Advisors LLC11,116$635K0.0%+95.9%0.038%
1/17/2025 Janney Montgomery Scott LLC17,759$985K0.0%+1.6%0.061%
1/17/2025 SG Americas Securities LLC13,004$721K0.0%-86.2%0.044%
1/17/2025 Janney Capital Management LLC360,697$20.01M1.3%-3.7%1.229%
1/17/2025 Magnus Financial Group LLC5,166$287K0.0%+13.6%0.018%
1/17/2025 XML Financial LLC4,597$255K0.0%-12.7%0.016%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,150$64K0.0%N/A0.004%
1/14/2025 Tlwm322,179$17.87M3.5%N/A1.098%
1/8/2025 International Assets Investment Management LLC3,801$209K0.0%N/A0.013%
12/26/2024JPMorgan Chase & Co.112,040$5.93M0.0%-41.8%0.382%
11/25/2024Wilmington Savings Fund Society FSB1,670$88K0.0%N/A0.006%
11/25/2024Sanctuary Advisors LLC5,586$295K0.0%N/A0.019%
11/19/2024Barclays PLC1,327$70K0.0%-90.8%0.005%
11/15/2024Barclays PLC1,327$70K0.0%-90.8%0.005%
11/15/2024Cape Cod Five Cents Savings Bank10,420$551K0.1%-9.1%0.036%
11/15/2024MML Investors Services LLC30,911$1.64M0.0%+433.1%0.105%
11/15/2024EP Wealth Advisors LLC4,017$212K0.0%-32.3%0.014%
11/15/2024Stifel Financial Corp93,271$4.93M0.0%-11.4%0.318%
11/15/2024Quadrature Capital Ltd9,903$523K0.0%N/A0.034%
11/15/2024Integrated Wealth Concepts LLC37,014$1.96M0.0%-8.9%0.126%
11/14/2024Cobblestone Capital Advisors LLC NY11,500$608K0.0%-5.0%0.039%
11/14/2024Captrust Financial Advisors143,477$7.59M0.0%-40.6%0.489%
11/14/2024Walleye Capital LLC9,902$524K0.0%N/A0.034%
11/14/2024RPg Family Wealth Advisory LLC1,583$84K0.0%N/A0.005%
11/13/2024BNP Paribas Financial Markets1,960$104K0.0%-89.7%0.007%
11/13/2024FMR LLC4,309$229K0.0%+20.6%0.015%
11/13/2024Fisher Asset Management LLC3,833$203K0.0%-22.8%0.013%
11/12/2024Citigroup Inc.1,339,899$70.87M0.0%+372.7%4.565%
11/8/2024PNC Financial Services Group Inc.362,110$19.15M0.0%-2.8%1.234%
11/8/2024Prospera Financial Services Inc22,818$1.21M0.0%N/A0.078%
11/7/2024Wharton Business Group LLC425,346$22.50M1.0%-0.5%1.449%
11/7/2024WP Advisors LLC4,847$256K0.1%-48.3%0.017%
11/7/2024MAI Capital Management14,225$752K0.0%+36.7%0.048%
11/6/2024 Evolution Wealth Advisors LLC53,387$2.82M0.5%-1.1%0.182%
11/6/2024Vectors Research Management LLC4,215$217K0.1%N/A0.014%
11/5/2024Simmons Bank12,065$638K0.0%-12.9%0.041%
11/4/2024Baker Avenue Asset Management LP53,351$2.82M0.1%N/A0.182%
11/2/2024Transcendent Capital Group LLC31,396$1.66M0.9%N/A0.107%
11/2/2024 XML Financial LLC5,267$279K0.0%N/A0.018%
11/1/2024Objective Capital Management LLC7,554$400K0.2%N/A0.026%
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11/1/2024Assetmark Inc.5,757$304K0.0%-99.5%0.020%
10/30/2024Balentine LLC2,640$140K0.0%N/A0.009%
10/30/2024Crescent Grove Advisors LLC4,966$263K0.0%-3.6%0.017%
10/30/2024North 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%
10/29/2024Farther Finance Advisors LLC3,650$193K0.0%N/A0.012%
10/28/2024Stephens Inc. AR9,491$502K0.0%+7.4%0.032%
10/28/2024US Bancorp DE740$39K0.0%+678.9%0.003%
10/25/2024Avitas Wealth Management LLC4,278$226K0.0%N/A0.015%
10/24/2024Vima LLC11,352$600K1.2%-4.4%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC5,968$316K0.0%+14.8%0.020%
10/23/2024Pettinga 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%
10/22/2024Capital Investment Counsel Inc1,961$104K0.0%-19.2%0.007%
10/22/2024Private Advisor Group LLC34,577$1.83M0.0%-0.8%0.118%
10/21/2024Calton & Associates Inc.11,729$620K0.2%-11.2%0.040%
10/21/2024Toth 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%
10/17/2024AlphaMark Advisors LLC1,215$64K0.0%-38.6%0.004%
10/11/2024CX 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%
8/22/2024Cetera Investment Advisers33,406$1.55M0.0%-32.8%0.114%
8/16/2024Creative Planning6,313$293K0.0%+3.3%0.022%
8/16/2024Ascent Group LLC18,506$858K0.1%N/A0.063%
8/14/2024Discovery Capital Management LLC CT19,330$897K0.1%N/A0.066%
8/14/2024DRW Securities LLC70,000$3.14M0.1%-6.7%0.239%
8/12/2024Cowa LLC12,919$599K0.3%+11.9%0.044%
8/12/2024ProVise Management Group LLC190,879$8.86M0.8%+3.3%0.650%
8/9/2024Brown Brothers Harriman & Co.7,419$344K0.0%+3,432.9%0.025%
8/8/2024Envestnet Asset Management Inc.91,488$4.24M0.0%+92.7%0.312%
8/8/2024Vima LLC11,874$551K1.2%-7.8%0.040%
8/5/2024Private Advisor Group LLC34,855$1.62M0.0%+3.7%0.119%
8/3/2024National 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%
8/1/2024Summit Financial LLC12,029$558K0.0%N/A0.041%
7/31/2024Essex Financial Services Inc.5,197$241K0.0%N/A0.018%
7/31/2024Commonwealth Equity Services LLC30,093$1.40M0.0%+5.6%0.103%
7/31/2024WP Advisors LLC9,367$435K0.1%-9.6%0.032%
7/30/2024 International Assets Investment Management LLC20,315$942K0.1%-15.1%0.069%
7/26/2024Simmons Bank13,855$643K0.0%-3.1%0.047%
7/26/2024Harbour Investments Inc.3,721$173K0.0%+10.2%0.013%
7/23/2024 Courier Capital LLC4,373$203K0.0%-19.2%0.015%
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7/23/2024Exchange 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%
7/17/2024AlphaMark 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%
7/10/2024Csenge Advisory Group16,784$779K0.0%N/A0.057%
7/9/2024Lynx Investment Advisory980$45K0.0%N/A0.003%
(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), Meitav Dash Investments Ltd. ($24.33M), Wharton Business Group LLC ($22.50M), Wells Fargo & Company MN ($20.94M), and Janney Capital Management LLC ($20.01M).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 11,959,132 shares in the last 24 months. This purchase volume represents approximately $501.31M 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. ($1.87M), 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 9,017,032 shares in the last 24 months. This volume of shares sold represents approximately $388.05M in transactions.



This page (NYSEARCA:KBE) was last updated on 1/20/2025 by MarketBeat.com Staff
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