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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,443,774$191M0.04%+359,35613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,311,639$128M0.01%+2,199,59913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,280,890$71.1M<0.01%-353,85013F-HR/ATimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,170,000$64.9M1.06%+870,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/885,963$49.1M<0.01%+166,01413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC718,899$39.9M0.06%+640,36213F-HRTimelineGroup
UBS Group AGin group UBS Group AG683,611$37.9M0.01%+535,60813F-HRTimelineGroup
Madison Asset Management, LLCgroup of 2 filers holding520,736$28.9MnewTimeline
Wharton Business Group, LLC409,821$22.7M1.03%-15,52513F-HRTimeline
LPL Financial LLC376,691$20.9M0.01%+139,74013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…364,031$20.2M0.01%+1,92113F-HRTimelineGroup
Janney Capital Management LLC360,697$20M1.32%-13,75513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC360,001$20M0.02%+232,04913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN346,511$19.2M<0.01%+19,75313F-HRTimelineGroup
TLWM322,179$17.9M3.52%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC288,883$16M0.01%+261,39613F-HRTimelineGroup
ALTFEST L J & CO INC280,282$15.5M1.98%-1,91313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …261,062$14.5M0.25%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.242,783$13.5M0.15%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,093$11.7M<0.01%13F-HR/ATimelineGroup
ProVise Management Group, LLC189,778$10.5M0.9%-5,95213F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC175,500$9.73M0.47%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management170,307$9.45M0.02%+163,60713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,613$8.63M<0.01%+6,68313F-HRTimelineGroup
Alaska Permanent Fund Corp153,000$8.49M0.13%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC128,795$7.14M0.01%-1,211,10413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS116,224$6.45M0.02%-27,25313F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda112,734$6.25M0.94%new13F-HRTimelineGroup
Crestline Management, L.P.95,916$5.32M0.19%new13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC92,849$5.15M3.61%-10,91313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,162$5.11M0.01%-1,10913F-HRTimelineGroup
PINNBROOK CAPITAL MANAGEMENT LP89,366$4.96M1.74%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/86,569$4.8M<0.01%+67,04913F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…85,924$4.77M0.05%new13F-HRTimelineGroup
Belpointe Asset Management LLC81,237$4.38M0.26%+75,74413F-HRTimeline
Trans-Canada Capital Inc.70,000$3.88M0.39%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,674$3.76M<0.01%-38,42013F-HRTimelineGroup
SIMPLEX TRADING, LLC66,990$3.71M0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…66,770$3.7M0.01%+57,05913F-HRTimeline
Cercano Management LLC65,601$3.64M0.09%new13F-HRTimeline
Baker Avenue Asset Management, LP59,157$3.28M0.1%+5,80613F-HRTimeline
Evolution Wealth Advisors, LLC53,387$2.96M0.5%013F-HRTimeline
VICUS CAPITAL52,184$2.89M0.26%new13F-HRTimeline
Sandy Spring Bank48,957$2.72M0.11%-1,99013F-HRTimeline
Prospera Financial Services Inc43,151$2.39M0.06%+20,33313F-HRTimeline
One Capital Management, LLC42,944$2.38M0.08%+3,33813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,722$2.15M0.01%-179,66213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP37,240$2.07M<0.01%-241,06013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL36,550$2.03M0.02%-16,41013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC36,304$2.01M0.02%+26,40213F-HRTimelineGroup
Integrated Wealth Concepts LLC35,323$1.96M0.02%-1,69113F-HRTimeline
Private Advisor Group, LLC35,106$1.95M0.01%+52913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC33,329$1.85M<0.01%+32,00213F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,726$1.82M<0.01%+1,03813F-HRTimelineGroup
Segment Wealth Management, LLC32,690$1.81M0.12%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,574$1.75M<0.01%+2,69013F-HRTimeline
IBEX WEALTH ADVISORS30,344$1.68M0.2%new13F-HRTimeline
Aspen Grove Capital, LLC29,920$1.66M0.35%013F-HRTimeline
OMERS ADMINISTRATION Corp28,700$1.59M0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC26,749$1.48M0.77%13F-HRTimeline
Global Retirement Partners, LLC24,084$1.34M0.04%+23,56413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,382$1.29M<0.01%+20,85913F-HRTimelineGroup
Cetera Investment Advisers23,042$1.28M<0.01%-43,45313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,979$1.27M-230,081Timeline
CAPITAL FUND MANAGEMENT S.A.21,258$1.18M0.01%-7,40113F-HRTimeline
Sowell Financial Services LLC20,618$1.14M0.06%new13F-HRTimeline
GM Advisory Group, LLC20,525$1.14M0.06%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.14M0.01%013F-HRTimeline
Ulysses Management LLC19,000$1.05M0.24%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd18,158$1.01M0.07%new13F-HRTimeline
Amundiin group Amundi17,879$987K<0.01%+17,84913F-HRTimelineGroup
Janney Montgomery Scott LLC17,759$985K<0.01%+27813F-HRTimeline
Qube Research & Technologies Ltd17,697$982K<0.01%+1,96113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,979$942K0.02%new13F-HR/ATimelineGroup
MAI Capital Management15,887$881K0.01%+1,66213F-HRTimeline
Curi Capital, LLC14,587$809K0.02%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,209$790K0.01%-8,49213F-HRTimeline
Creative Planningin group Creative Planning14,163$786K<0.01%+7,84613F-HRTimelineGroup
HRT FINANCIAL LP13,442$745K<0.01%new13F-HRTimeline
SG Americas Securities, LLC13,004$721K<0.01%-81,22213F-HRTimeline
Steward Partners Investment Advisory, L…12,655$702K0.01%+3,81513F-HRTimeline
BigSur Wealth Management LLC12,325$684K0.2%013F-HRTimeline
Wealthfront Advisers LLC12,198$677K<0.01%+5,81513F-HR/ATimeline
Eldridge Investment Advisors, Inc.12,000$666K0.15%new13F-HRTimeline
Summit Financial, LLC11,946$663K0.02%-6113F-HRTimeline
Advisory Services Network, LLC11,800$655K0.01%-1,38113F-HRTimeline
CALTON & ASSOCIATES, INC.11,786$654K0.29%+5713F-HRTimeline
Simmons Bankin group Simmons Bank11,665$647K0.05%-40013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/11,500$638K0.03%013F-HRTimeline
Mutual Advisors, LLC11,116$635K0.02%+5,44313F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,406$633K0.08%013F-HRTimeline
Pettinga Financial Advisors LLC10,460$580K0.13%-30513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$573K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,972$553K<0.01%+64913F-HRTimelineGroup
SeaBridge Investment Advisors LLC9,970$553K0.12%new13F-HRTimeline
WOLVERINE TRADING, LLC9,958$553K0.01%new13F-HRTimeline
HB Wealth Management, LLC9,821$545K0.01%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,772$542K0.02%-50013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,735$540K0.04%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,587$532K0.01%+80613F-HRTimelineGroup
HighTower Advisors, LLC9,294$516K<0.01%-17013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,241$513K0.01%-25013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,179$509K<0.01%-3513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,899$494K<0.01%-2,26713F-HR/ATimelineGroup
Wealthspire Advisors, LLC8,831$490K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC8,798$488K0.02%+9913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,746$485K<0.01%+23613F-HRTimeline
Ocean Park Asset Management, LLC8,700$483K0.02%new13F-HRTimeline
COWA, LLC8,685$482K0.22%-4,23413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,287$481K0.02%013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co8,666$481K0.03%new13F-HRTimelineGroup
Montecito Bank & Trust8,490$471K0.08%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,425$467K<0.01%+1,55113F-HRTimelineGroup
Waldron Private Wealth LLC8,287$460K0.02%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,622$456K0.04%013F-HRTimeline
CHARTIST INC /CA/8,148$452K0.23%-6613F-HRTimeline
Total Wealth Planning & Management, Inc.8,055$447K0.44%13F-HRTimeline
NewEdge Advisors, LLC8,052$447K<0.01%+1,40413F-HRTimeline
GFG Capital, LLC8,048$446K0.12%new13F-HRTimeline
SIG BROKERAGE, LP7,898$438K0.21%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,640$424K0.02%new13F-HR/ATimelineGroup
Objective Capital Management, LLC7,554$419K0.28%013F-HRTimeline
Exchange Capital Management, Inc.7,428$412K0.07%-46013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,419$412K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,048$391K<0.01%+3,82513F-HRTimelineGroup
Formidable Asset Management, LLC7,000$388K0.06%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,825$379K0.01%-40013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$374K0.01%-14,97013F-HRTimelineGroup
Sanctuary Advisors, LLC6,274$371K<0.01%+68813F-HRTimeline
Quantessence Capital LLC6,610$367K0.15%13F-HRTimeline
American Institute for Advanced Investm…6,535$362K0.27%new13F-HRTimeline
Snowden Capital Advisors LLC6,353$352K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC6,297$349K0.15%+3013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$344K0.02%013F-HRTimeline
Sage Capital Management, LLC6,134$340K0.17%-95113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,075$337K<0.01%-813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,936$329K<0.01%+91913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,643$313K<0.01%-32513F-HR/ATimeline
Koshinski Asset Management, Inc.5,634$313K0.03%+313F-HRTimeline
GROUP ONE TRADING LLC5,603$311K0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC5,532$307K<0.01%-22513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,203$289K<0.01%-25,70813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,197$288K0.02%+1,00013F-HRTimelineGroup
Magnus Financial Group LLC5,166$287K0.03%+61913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,130$285K0.01%-2,55013F-HRTimelineGroup
FMR LLCin group FMR LLC5,121$284K<0.01%+81213F-HRTimelineGroup
EVOKE WEALTH, LLC5,070$281K0.01%new13F-HRTimeline
IFP Advisors, Inc5,000$277K0.01%+30013F-HRTimeline
WP Advisors, LLC4,876$270K0.09%+2913F-HRTimeline
Symphony Financial Services, Inc.4,798$266K0.21%-9913F-HRTimeline
Fisher Asset Management, LLC4,720$262K<0.01%+88713F-HRTimeline
SYNOVUS FINANCIAL CORP4,651$258K<0.01%-4,23313F-HRTimeline
Institute for Wealth Management, LLC.4,606$255K0.03%+18913F-HRTimeline
XML Financial, LLC4,597$255K0.02%-67013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,565$253K<0.01%+2,60513F-HRTimelineGroup
Jackson Hole Capital Partners, LLC4,550$252K0.05%013F-HRTimeline
Crescent Grove Advisors, LLC4,463$248K0.02%-50313F-HRTimeline
GTS SECURITIES LLC4,400$244K0.01%new13F-HRTimeline
COURIER CAPITAL LLC4,373$243K0.02%-1813F-HRTimeline
Vectors Research Management, LLC4,215$234K0.08%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,194$233K0.01%13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,154$230K<0.01%new13F-HRTimeline
SOL Capital Management CO4,097$227K0.03%013F-HRTimeline
Avitas Wealth Management LLC4,090$227K0.03%-18813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,034$224K-4,689Timeline
CW Advisors, LLC4,011$222K<0.01%new13F-HRTimeline
HM PAYSON & CO4,000$222K<0.01%013F-HRTimeline
Diligent Investors, LLC4,000$222K0.05%013F-HRTimeline
Hopwood Financial Services, Inc.4,000$222K0.17%13F-HRTimeline
Sovereign Financial Group, Inc.3,934$218K0.05%+113F-HRTimeline
EP Wealth Advisors, LLC3,917$217K<0.01%-10013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,782$210K0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,801$209K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,700$205K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,650$202K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.3,546$197K0.01%013F-HRTimelineGroup
COMERICA BANK3,446$191K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.3,429$190K0.01%-31413F-HRTimeline
Farther Finance Advisors, LLC3,300$183K0.01%-35013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,096$172K<0.01%+16013F-HRTimelineGroup
Heritage Wealth Advisors2,989$166K0.01%-61513F-HRTimeline
TD Waterhouse Canada Inc.2,883$160K<0.01%+1,50013F-HRTimeline
CoreCap Advisors, LLC2,833$157K0.01%+8613F-HRTimeline
Balentine LLC2,640$146K0.01%013F-HRTimeline
Nemes Rush Group LLC2,150$119K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,710$94.9K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,690$93.7K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,650$91.5K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,645$91.2K<0.01%-2513F-HRTimeline
Federation des caisses Desjardins du Qu…1,540$85.4K<0.01%+11513F-HRTimeline
Bullock Wealth Management Group1,480$82.1K0.05%013F-HRTimeline
Capital Investment Counsel, Inc1,425$79K0.01%-53613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,264$70.1K<0.01%+75013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,226$68K<0.01%new13F-HRTimelineGroup
AlphaMark Advisors, LLC1,170$65K0.03%-4513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,150$63.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,125$62.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$61K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,000$55.5K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC938$52K<0.01%013F-HRTimeline