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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

259 managers (260 13F filers) reported a position in KBE shares at 2024-12-31, 18,880,567 shares in all. 52 filers opened a position and 25 filers sold out during the quarter.

Managers
259
13F filers
260
New
52
Added
66
Reduced
60
Sold out
25
Shares held by filers
18,880,567

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Rialto Wealth Management, LLC915$50.8K0.02%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP887$49.2K<0.01%+80713F-HRTimelineGroup
CWM, LLCin group CWM, LLC884$49K<0.01%013F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC828$45.9K0.02%new13F-HRTimeline
WASHINGTON TRUST Co772$42.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\740$41K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.700$38.8K<0.01%-75,90113F-HRTimeline
McIlrath & Eck, LLC623$34.6K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL614$34.1K<0.01%-3,68713F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$29K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.496$27.5K0.01%+313F-HRTimeline
Transcendent Capital Group LLC480$26.6K0.01%-30,91613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC450$25K<0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC405$22.4K0.01%+313F-HRTimeline
Sugarloaf Wealth Management, LLC367$20.3K<0.01%+313F-HRTimeline
Trust Co356$19.7K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…355$19.7K0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC342$19K<0.01%+213F-HRTimeline
Founders Capital Management300$16.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$16.6K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$16.6K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC275$15.3K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC225$11.9K0.01%13F-HRTimeline
CENTRAL TRUST Co209$11.6K<0.01%013F-HRTimeline
Bogart Wealth, LLC200$11.1K<0.01%new13F-HRTimeline
Pacifica Partners Inc.170$9.33K<0.01%013F-HRTimeline
Register Financial Advisors LLC150$8.32K<0.01%013F-HRTimeline
Compass Financial Services Inc141$7.83K<0.01%13F-HRTimeline
LEE DANNER & BASS INC125$6.93K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC110$6.1K<0.01%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$6K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …128$5.99K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…100$5.79K<0.01%+10013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$5.55K<0.01%013F-HRTimeline
Archer Investment Corp91$5.07K<0.01%013F-HRTimeline
MATHER GROUP, LLC.90$4.99K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC89$4.94K<0.01%13F-HRTimeline
HOWE & RUSLING INC86$4.77K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.82$4.56K<0.01%new13F-HRTimeline
Rise Advisors, LLC69$3.81K<0.01%-2213F-HRTimeline
Global Financial Private Client, LLC66$3.66K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC55$2.91K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC40$2.22K<0.01%013F-HRTimeline
Continuum Advisory, LLC31$1.72K<0.01%013F-HRTimeline
AE Wealth Management LLC30$1.66K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC22$1.22K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%-613F-HRTimelineGroup
Coppell Advisory Solutions LLC17$943<0.01%013F-HRTimeline
Allworth Financial LP14$812<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC10$555<0.01%013F-HRTimeline
NFSG Corp5$277<0.01%013F-HRTimeline
Aspetuck Financial Management LLC5$277<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$690.01%-1,25113F-HRTimeline
Parallax Volatility Advisers, L.P.1$55<0.01%013F-HRTimeline
Parallel Advisors, LLC0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HIGHLINE WEALTH PARTNERS LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,025$57new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.