Skip to content
Disclosery

KBE SPDR SERIES TRUST

Follow

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,426,423$181M0.03%-17,35113F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,010,240$106M0.23%+1,973,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,282,981$67.9M<0.01%+2,09113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,016,401$53.8M<0.01%+130,43813F-HRTimelineGroup
UBS Group AGin group UBS Group AG634,975$33.6M0.01%-48,63613F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …561,714$29.7M0.52%+300,65213F-HRTimelineGroup
Kapitalo Investimentos Ltda478,000$25.3M5.14%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC470,589$24.9M0.01%+437,26013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC468,902$24.8M0.02%+180,01913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC433,405$23M0.02%+73,40413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd430,599$22.8M0.51%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN421,279$22.3M0.01%+74,76813F-HRTimelineGroup
LPL Financial LLC413,564$21.9M0.01%+36,87313F-HRTimeline
Wharton Business Group, LLC406,051$21.6M0.98%-3,77013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC397,809$21.1M0.23%+137,44113F-HRTimelineGroup
NAN FUNG TRINITY (HK) LTD388,500$20.6M3.26%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370,386$19.6M0.01%+6,35513F-HRTimelineGroup
Janney Capital Management LLC351,444$18.6M1.28%-9,25313F-HRTimeline
TLWM323,717$17.1M3.43%+1,53813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC288,125$15.3M0.04%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC230,824$12.2M<0.01%+19,73113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC217,625$11.5M0.02%-501,27413F-HR/ATimelineGroup
ProVise Management Group, LLC200,148$10.6M0.9%+10,37013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO195,818$10.4M<0.01%-2,115,82113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/188,351$9.98M0.01%+101,78213F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC180,611$9.57M4.91%+87,76213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management170,707$9.04M0.02%+40013F-HRTimelineGroup
TD Asset Management Inc143,300$7.59M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,749$7.14M<0.01%-20,86413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC131,827$6.98M0.01%+3,03213F-HRTimelineGroup
FIL Ltdin group FIL Ltd131,180$6.95M0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd118,178$6.78M1.25%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS107,389$5.69M0.01%-8,83513F-HRTimeline
SIMPLEX TRADING, LLC105,468$5.58M0.2%+38,47813F-HRTimeline
DRW Securities, LLC105,009$5.56M0.47%new13F-HRTimeline
Alaska Permanent Fund Corp102,000$5.16M0.07%-51,00013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…88,727$4.7M0.04%+2,80313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,725$4.43M<0.01%+16,05113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,264$4.3M<0.01%-10,89813F-HRTimelineGroup
Trans-Canada Capital Inc.70,000$3.71M0.3%013F-HRTimeline
Baker Avenue Asset Management, LP64,990$3.44M0.11%+5,83313F-HRTimeline
VICUS CAPITAL55,878$2.96M0.28%+3,69413F-HRTimeline
Evolution Wealth Advisors, LLC53,022$2.81M0.47%-36513F-HRTimeline
TUDOR INVESTMENT CORP ET AL50,827$2.69M0.02%+14,27713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,313$2.61M<0.01%new13F-HRTimelineGroup
Sandy Spring Bank48,631$2.58M0.11%-32613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP42,505$2.25M<0.01%new13F-HRTimelineGroup
GM Advisory Group, LLC40,059$2.12M0.11%+19,53413F-HRTimeline
Integrated Wealth Concepts LLC38,310$2.03M0.02%+2,98713F-HRTimeline
Great Diamond Partners, LLC36,940$1.96M0.53%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36,304$1.92M<0.01%+31,73913F-HRTimelineGroup
Segment Wealth Management, LLC32,690$1.73M0.12%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,336$1.71M<0.01%+76213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,925$1.69M<0.01%-80113F-HRTimelineGroup
Cetera Investment Advisers30,959$1.64M<0.01%+7,91713F-HRTimeline
Aspen Grove Capital, LLC29,920$1.58M0.3%013F-HRTimeline
One Capital Management, LLC29,628$1.57M0.05%-13,31613F-HRTimeline
Private Advisor Group, LLC29,393$1.56M0.01%-5,71313F-HRTimeline
IBEX WEALTH ADVISORS28,996$1.54M0.2%-1,34813F-HRTimeline
Arlington Capital Management, Inc.28,159$1.49M1.13%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.25,000$1.32M0.02%-217,78313F-HRTimelineGroup
Riggs Asset Managment Co. Inc.23,557$1.25M0.36%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,483$1.24M<0.01%+50413F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.23,155$1.23M0.02%+1,89713F-HRTimeline
Quantitative Investment Management, LLC21,883$1.16M0.11%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL21,266$1.13M0.2%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.08M0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,640$1.08M<0.01%+25813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,030$1.06M<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,979$1.01M<0.01%+11,93113F-HRTimelineGroup
GARDA CAPITAL PARTNERS LP18,421$976K0.55%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,988$900K<0.01%+8,08913F-HRTimelineGroup
Janney Montgomery Scott LLC16,991$900K<0.01%-76813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP16,983$899K0.01%+413F-HRTimelineGroup
ALTFEST L J & CO INC16,478$873K0.11%-263,80413F-HRTimeline
IMC-Chicago, LLC14,830$785K0.03%new13F-HRTimeline
Curi Capital, LLC14,587$773K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,874$735K0.01%+4,28713F-HRTimelineGroup
MAI Capital Management13,791$730K0.01%-2,09613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,074$692K<0.01%-25,64813F-HRTimelineGroup
BigSur Wealth Management LLC12,325$653K0.18%013F-HRTimeline
Summit Financial, LLC12,310$652K0.02%+36413F-HRTimeline
CALTON & ASSOCIATES, INC.11,770$623K0.14%-1613F-HR/ATimeline
Sanctuary Advisors, LLC11,677$618K<0.01%+5,40313F-HRTimeline
Advisory Services Network, LLC11,550$612K0.01%-25013F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,406$604K0.07%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP11,158$591K<0.01%new13F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/10,750$569K0.03%-75013F-HRTimeline
Mutual Advisors, LLC11,053$556K0.02%-6313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$547K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,320$547K<0.01%+34813F-HRTimelineGroup
HighTower Advisors, LLC10,228$542K<0.01%+93413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,176$539K0.01%+3,35113F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,969$528K<0.01%-56,80113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,762$517K0.02%-1013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A9,747$516K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,688$513K<0.01%+94213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,422$499K0.01%+18113F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,165$485K0.04%-2,50013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,949$474K<0.01%-23013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,842$468K<0.01%-3,81313F-HRTimeline
Integrated Advisors Network LLC8,811$467K0.02%+1313F-HRTimeline
Total Wealth Planning & Management, Inc.8,637$457K0.47%+58213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,622$456K0.04%013F-HRTimeline
Montecito Bank & Trust8,490$450K0.08%013F-HRTimeline
COWA, LLC8,314$440K0.19%-37113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,287$438K0.02%013F-HRTimeline
SG Americas Securities, LLC8,221$435K<0.01%-4,78313F-HRTimeline
SeaBridge Investment Advisors LLC7,912$419K0.09%-2,05813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,914$416K<0.01%-6,29513F-HRTimeline
Objective Capital Management, LLC7,554$400K0.51%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,390$391K<0.01%+1,85813F-HRTimelineGroup
Samalin Investment Counsel, LLC7,340$389K0.16%+1,04313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,209$382K<0.01%-21013F-HRTimelineGroup
Wealthfront Advisers LLC7,094$376K<0.01%-5,10413F-HRTimeline
Formidable Asset Management, LLC7,000$371K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,756$358K<0.01%-1,66913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$357K0.01%013F-HRTimelineGroup
Exchange Capital Management, Inc.6,724$356K0.06%-70413F-HRTimeline
Wealthspire Advisors, LLC6,584$349K<0.01%-2,24713F-HRTimeline
FMR LLCin group FMR LLC6,580$348K<0.01%+1,45913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,545$347K<0.01%+90213F-HRTimeline
NewEdge Advisors, LLC6,519$345K<0.01%-1,53313F-HRTimeline
Snowden Capital Advisors LLC6,353$336K0.01%013F-HRTimeline
Magnus Financial Group LLC6,289$333K0.03%+1,12313F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$328K0.02%013F-HRTimeline
Sage Capital Management, LLC6,177$327K0.18%+4313F-HRTimeline
Belpointe Asset Management LLC6,096$323K0.02%-75,14113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,075$322K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC6,007$318K0.01%+40413F-HRTimeline
Trexquant Investment LP5,941$315K<0.01%new13F-HRTimeline
Pettinga Financial Advisors LLC5,560$294K0.07%-4,90013F-HRTimeline
Creative Planningin group Creative Planning5,553$294K<0.01%-8,61013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,487$291K<0.01%+28413F-HRTimeline
Symphony Financial Services, Inc.5,337$283K0.18%+53913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,148$273K0.01%+1813F-HRTimelineGroup
EVOKE WEALTH, LLC5,070$269K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,052$268K<0.01%-88413F-HRTimelineGroup
WP Advisors, LLC4,910$260K0.09%+3413F-HRTimeline
Fisher Asset Management, LLC4,816$255K<0.01%+9613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,716$250K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,700$249K0.01%-30013F-HRTimeline
Institute for Wealth Management, LLC.4,686$248K0.03%+8013F-HRTimeline
Koshinski Asset Management, Inc.4,562$242K0.02%-1,07213F-HRTimeline
Jackson Hole Capital Partners, LLC4,550$241K0.05%013F-HRTimeline
XML Financial, LLC4,499$238K0.02%-9813F-HRTimeline
Crescent Grove Advisors, LLC4,463$236K0.02%013F-HRTimeline
COURIER CAPITAL LLC4,373$232K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,373$232K<0.01%-27813F-HRTimeline
Vectors Research Management, LLC4,215$223K0.08%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,197$222K0.02%-1,00013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,194$222K0.01%013F-HRTimelineGroup
SOL Capital Management CO4,097$217K0.02%013F-HRTimeline
HM PAYSON & CO4,000$212K<0.01%013F-HRTimeline
Diligent Investors, LLC4,000$212K0.05%013F-HRTimeline
American Institute for Advanced Investm…4,000$212K0.16%-2,53513F-HRTimeline
Hopwood Financial Services, Inc.4,000$212K0.16%013F-HRTimeline
Sovereign Financial Group, Inc.3,935$208K0.05%+113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,857$204K0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC3,565$189K<0.01%-35213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,546$188K0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,545$187K<0.01%+24513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,453$183K0.01%+2413F-HRTimeline
COMERICA BANK3,439$182K<0.01%-713F-HRTimeline
Heritage Wealth Advisors2,989$158K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,847$151K<0.01%-24913F-HRTimelineGroup
TD Waterhouse Canada Inc.2,809$148K<0.01%-7413F-HRTimeline
Qube Research & Technologies Ltd2,663$141K<0.01%-15,03413F-HRTimeline
Balentine LLC2,640$140K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,410$128K<0.01%+87013F-HRTimeline
CX Institutional2,170$115K<0.01%new13F-HRTimeline
Nemes Rush Group LLC2,150$114K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,724$91.3K0.04%-25,02513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,710$90.6K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,690$89.5K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,650$87.4K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,647$87.2K<0.01%+213F-HRTimeline
Capital Investment Counsel, Inc1,425$75.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,413$74.8K<0.01%+14913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,365$72.3K<0.01%+24013F-HRTimeline
Provident Wealth Management, LLC1,250$66.2K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.1,254$66K0.01%+1,25313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,150$60.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,145$60.6K<0.01%-1,68813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$58.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,065$56.4K<0.01%+32513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,029$54.5K<0.01%-19713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,000$53K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC938$52K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC915$48.5K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC884$47K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co772$40.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP764$40.1K<0.01%-12313F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL714$37.8K<0.01%+10013F-HRTimeline
Pandora Wealth, Inc.700$37.1K0.02%13F-HRTimeline
North Star Investment Management Corp.691$36.6K<0.01%-913F-HRTimeline
McIlrath & Eck, LLC623$33K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC528$27K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.500$26.5K0.01%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC472$25K<0.01%+2213F-HRTimelineGroup