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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

248 managers (249 13F filers) reported a position in KBE shares at 2026-03-31, 16,131,548 shares in all. 24 filers opened a position and 35 filers sold out during the quarter.

Managers
248
13F filers
249
New
24
Added
80
Reduced
71
Sold out
35
Shares held by filers
16,131,548

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC974$58K<0.01%-40013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC938$55.9K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC850$50.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC680$40.5K<0.01%+64613F-HRTimeline
McIlrath & Eck, LLC623$37.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.576$34.3K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$31K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.512$30.5K0.01%+313F-HRTimeline
MONETARY MANAGEMENT GROUP INC500$29.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$29.8K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC499$29.7K0.01%+313F-HRTimeline
CX Institutional486$29K<0.01%-8213F-HRTimeline
Advocate Investing Services LLC435$25.9K0.02%-27213F-HRTimeline
Fourth Dimension Wealth, LLC408$24.3K0.01%-513F-HRTimeline
Trust Co356$21.2K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…355$21.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB333$19.8K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC302$18K<0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC292$17.4K<0.01%-5913F-HRTimeline
Viewpoint Capital Management LLC275$16.4K0.01%013F-HRTimeline
IFP Advisors, Inc250$14.9K<0.01%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
FAS Wealth Partners, Inc.185$11K<0.01%013F-HRTimeline
EASTERN BANK183$10.9K<0.01%013F-HRTimeline
Waverly Advisors, LLC155$9.23K<0.01%new13F-HRTimeline
AE Wealth Management LLC153$9.11K<0.01%+1813F-HRTimeline
Register Financial Advisors LLC150$8.93K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.134$7.98K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.108$6.43K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV100$6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$5.96K<0.01%013F-HRTimeline
Archer Investment Corp94$5.62K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…86$5.12K<0.01%+3013F-HRTimelineGroup
Sound Income Strategies, LLC53$3.19K<0.01%new13F-HRTimeline
Larson Financial Group LLC52$3.1K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC50$2.98K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC40$2.38K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC22$1.31K<0.01%-85513F-HRTimeline
Allworth Financial LP11$656<0.01%-8513F-HRTimeline
CBIZ Investment Advisory Services, LLC10$596<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3$179<0.01%-63213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$79<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC1$65<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$60<0.01%-9,95513F-HRTimeline
Coston, McIsaac & Partners1$00%013F-HRTimelineValue filed as zero, left out of ratios.