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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

248 managers (248 13F filers) reported a position in KBE shares at 2025-09-30, 17,232,060 shares in all. 30 filers opened a position and 25 filers sold out during the quarter.

Managers
248
13F filers
248
New
30
Added
67
Reduced
76
Sold out
25
Shares held by filers
17,232,060

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
North Star Investment Management Corp.576$34.2K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC532$31.6K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$31K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.506$30.1K0.01%+313F-HRTimeline
MONETARY MANAGEMENT GROUP INC500$29.7K0.01%new13F-HRTimeline
Wagner Wealth Management, LLC493$29.3K0.01%new13F-HRTimeline
IFP Advisors, Inc450$26.7K<0.01%-113F-HR/ATimeline
Pathway Financial Advisers, LLC413$24.5K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL378$22.5K<0.01%-17513F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL363$21.6K<0.01%-3,48913F-HRTimeline
Trust Co356$21.2K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…355$21.1K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC348$20.7K<0.01%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB333$19.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC300$18K<0.01%-12213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$17.8K<0.01%013F-HRTimelineGroup
Founders Capital Management300$17.8K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$17.8K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC275$16.3K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC225$13.4K<0.01%013F-HRTimeline
WFA of San Diego, LLC215$12.8K0.01%013F-HRTimeline
CENTRAL TRUST Co209$12.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC200$11.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC200$11.9K<0.01%013F-HRTimeline
Blue Trust, Inc.195$11.6K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.185$11K<0.01%013F-HRTimeline
EASTERN BANK183$10.9K<0.01%013F-HRTimeline
AE Wealth Management LLC153$9.09K<0.01%013F-HRTimeline
Register Financial Advisors LLC150$8.91K<0.01%013F-HRTimeline
Compass Financial Services Inc144$8.55K<0.01%+113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …128$7.14K<0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.108$6.42K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$6K<0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$5.94K<0.01%013F-HRTimeline
Archer Investment Corp93$5.54K<0.01%013F-HRTimeline
Rise Advisors, LLC70$4.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$3.33K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC52$3.09K<0.01%-1,70013F-HRTimeline
Clearstead Advisors, LLC40$2.38K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC40$2.38K<0.01%013F-HRTimeline
SIGNATUREFD, LLC34$2.02K<0.01%new13F-HRTimeline
Allworth Financial LP14$832<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC10$594<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$238<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$238<0.01%013F-HRTimelineGroup
Parallax Volatility Advisers, L.P.1$59<0.01%013F-HRTimeline
Parallel Advisors, LLC0$24<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.