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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

244 managers (244 13F filers) reported a position in KBE shares at 2025-03-31, 19,168,516 shares in all. 36 filers opened a position and 47 filers sold out during the quarter.

Managers
244
13F filers
244
New
36
Added
76
Reduced
62
Sold out
47
Shares held by filers
19,168,516

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sterling Capital Management LLC470$24.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…460$24.4K<0.01%new13F-HRTimeline
Trust Co356$18.9K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…355$18.8K0.01%013F-HR/ATimeline
Cedar Mountain Advisors, LLC344$18.2K<0.01%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC335$17.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$16.6K<0.01%new13F-HRTimelineGroup
Founders Capital Management300$15.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$15.9K<0.01%013F-HR/ATimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$15.9K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC275$14.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC225$11.9K0.01%013F-HRTimeline
CENTRAL TRUST Co209$11.1K<0.01%013F-HRTimeline
AE Wealth Management LLC203$10.8K<0.01%+17313F-HRTimeline
Mascoma Wealth Management LLC200$10.6K<0.01%new13F-HRTimeline
Bogart Wealth, LLC200$10.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.170$8.26K<0.01%013F-HRTimeline
Register Financial Advisors LLC150$7.94K<0.01%013F-HRTimeline
Compass Financial Services Inc142$7.52K<0.01%+113F-HRTimeline
Stonebridge Financial Group, LLC131$6.94K<0.01%+4213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …128$6.78K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.108$5.72K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$5.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA95$5.03K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$5K<0.01%013F-HRTimeline
Archer Investment Corp92$4.87K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC86$4.53K<0.01%+8613F-HRTimeline
Pinnacle Bancorp, Inc.82$4.34K<0.01%013F-HRTimeline
Rise Advisors, LLC69$3.67K<0.01%013F-HRTimeline
Global Financial Private Client, LLC66$3.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC40$2.12K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC40$2.12K<0.01%013F-HRTimeline
NorthRock Partners, LLC36$1.91K<0.01%new13F-HRTimeline
Continuum Advisory, LLC31$1.66K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC22$1.17K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC19$1.01K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
Allworth Financial LP14$711<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC10$530<0.01%013F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$212<0.01%new13F-HRTimelineGroup
NFSG Corp2$106<0.01%-313F-HRTimeline
Parallax Volatility Advisers, L.P.1$53<0.01%013F-HRTimeline
Parallel Advisors, LLC0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.