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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

264 managers (265 13F filers) reported a position in KBE shares at 2026-06-30, 28,588,155 shares in all. 41 filers opened a position and 25 filers sold out during the quarter.

Managers
264
13F filers
265
New
41
Added
76
Reduced
71
Sold out
25
Shares held by filers
28,588,155

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,359$94.3K0.01%-16613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,381$94.2K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,380$94.1K<0.01%-12513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,365$93.1K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG1,260$86K<0.01%013F-HRTimelineGroup
Napier Financial, LLC1,252$85.4K0.02%013F-HRTimeline
Provident Wealth Management, LLC1,250$85.3K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,241$84.7K<0.01%-2,05813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,155$78.8K0.01%+1513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$75K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,061$72.4K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,000$68.2K0.01%+50013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC938$64K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC850$58K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…644$43.9K<0.01%new13F-HRTimelineGroup
Timbuktu Capital Management, LLC600$40.9K0.06%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$36K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.515$35.1K0.01%+313F-HRTimeline
Wagner Wealth Management, LLC501$34.2K0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…500$34.1K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC408$27.8K0.01%013F-HRTimeline
Trust Co356$24.3K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC353$24.1K<0.01%+6113F-HRTimeline
SYM FINANCIAL Corp350$23.9K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT343$23.4K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB333$22.7K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC303$20.7K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.294$20.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc250$17.1K<0.01%013F-HRTimeline
AE Wealth Management LLC224$15.3K<0.01%+7113F-HRTimeline
CENTRAL TRUST Co209$14.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC200$13.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC190$12.9K<0.01%-49013F-HRTimeline
FAS Wealth Partners, Inc.185$12.6K<0.01%013F-HRTimeline
EASTERN BANK183$12.5K<0.01%013F-HRTimeline
IFG Advisory, LLC158$10.8K<0.01%new13F-HRTimeline
Register Financial Advisors LLC150$10.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc147$10K<0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.134$9.14K0.01%013F-HRTimeline
LifeSteps Financial, Inc.120$8.19K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.108$7.37K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.101$6.89K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$6.82K<0.01%013F-HRTimeline
Archer Investment Corp95$6.47K<0.01%+113F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…83$5.66K<0.01%-313F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC80$5.46K<0.01%-4,24413F-HRTimelineGroup
Waverly Advisors, LLC80$5.46K<0.01%-7513F-HRTimeline
BFSG, LLC77$5.25K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC72$5K<0.01%new13F-HRTimeline
Larson Financial Group LLC52$3.55K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC50$3.41K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…45$3.07K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC40$2.73K<0.01%013F-HRTimeline
Global Retirement Partners, LLC34$2.29K<0.01%13F-HRTimeline
Continuum Advisory, LLC32$2.2K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC22$1.5K<0.01%013F-HRTimeline
Allworth Financial LP11$751<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC10$596<0.01%013F-HRTimeline
Meramec Financial Planners, LLC7$513<0.01%+613F-HRTimeline
Advocate Investing Services LLC7$477<0.01%-42813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4$273<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3$205<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$75<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.