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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 2025-12-31, 15,112,119 shares in all. 33 filers opened a position and 29 filers sold out during the quarter.

Managers
264
13F filers
265
New
33
Added
69
Reduced
74
Sold out
29
Shares held by filers
15,112,119

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,413$85.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,374$83K<0.01%+2613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,365$82.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,346$81.7K<0.01%-12813F-HRTimelineGroup
EFG International AGin group EFG International AG1,260$76.5K<0.01%13F-HRTimelineGroup
Provident Wealth Management, LLC1,250$75.9K0.02%013F-HRTimeline
Arax Advisory Partners1,102$66.9K<0.01%-16413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$66.8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,061$64.4K<0.01%-70713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,004$61K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC938$56.9K<0.01%013F-HRTimeline
DV Trading LLC923$56K<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC877$53.2K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC850$51.6K<0.01%013F-HRTimeline
Camelot Portfolios, LLC825$50.1K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.715$43.4K<0.01%-4413F-HRTimelineGroup
Advocate Investing Services LLC707$42.9K0.04%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC635$38.5K0.01%+10313F-HRTimeline
McIlrath & Eck, LLC623$37.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.576$35K<0.01%013F-HRTimeline
CX Institutional568$34K<0.01%-6,89513F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$32K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.509$30.9K0.01%+313F-HRTimeline
MONETARY MANAGEMENT GROUP INC500$30.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$30.3K<0.01%-46013F-HRTimeline
Wagner Wealth Management, LLC496$30.1K0.01%+313F-HRTimeline
Fourth Dimension Wealth, LLC413$25.1K0.01%-31513F-HRTimeline
Trust Co356$21.6K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…355$21.5K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC351$21.3K<0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB333$20.2K<0.01%013F-HRTimeline
Founders Capital Management300$18.2K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd300$18.2K<0.01%013F-HRTimelineGroup
Viewpoint Capital Management LLC275$16.7K0.01%013F-HRTimeline
IFP Advisors, Inc250$15.2K<0.01%-20013F-HRTimeline
Medallion Wealth Advisors, LLC225$13.7K<0.01%013F-HRTimeline
WFA of San Diego, LLC215$13K0.01%013F-HRTimeline
CENTRAL TRUST Co209$12.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL208$12.6K<0.01%-17013F-HRTimeline
Mascoma Wealth Management LLC200$12.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC200$12.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.185$11.2K<0.01%013F-HRTimeline
EASTERN BANK183$11.1K<0.01%013F-HRTimeline
Register Financial Advisors LLC150$9.1K<0.01%013F-HRTimeline
Compass Financial Services Inc145$8.79K<0.01%+113F-HRTimeline
AE Wealth Management LLC135$8.19K<0.01%-1813F-HRTimeline
Portfolio Resources Advisor Group, Inc.134$8.13K0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.108$6.55K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.104$6.31K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$6.07K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$6K<0.01%013F-HRTimeline
Allworth Financial LP96$5.83K<0.01%+8213F-HRTimeline
Archer Investment Corp94$5.69K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$3.4K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC52$3.16K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC50$3.04K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC40$2.43K<0.01%013F-HRTimeline
SIGNATUREFD, LLC34$2.08K<0.01%013F-HRTimeline
Estate Planners Group, LLC11$641<0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC10$607<0.01%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL7$425<0.01%-35613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$81<0.01%-313F-HRTimelineGroup
Parallel Advisors, LLC0$25<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.