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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

247 managers (248 13F filers) reported a position in KBE shares at 2025-06-30, 18,876,301 shares in all. 42 filers opened a position and 39 filers sold out during the quarter.

Managers
247
13F filers
248
New
42
Added
62
Reduced
70
Sold out
39
Shares held by filers
18,876,301

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,639,735$203M0.03%+213,31213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,783,840$99.5M0.18%-226,40013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,680,152$93.7M0.01%+397,17113F-HRTimelineGroup
UBS Group AGin group UBS Group AG884,395$49.3M0.01%+249,42013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP673,025$37.5M0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/660,190$36.8M<0.01%-356,21113F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …575,420$32.1M0.51%+13,70613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN573,573$32M0.01%+152,29413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC490,805$27.4M0.02%+358,97813F-HRTimelineGroup
Wharton Business Group, LLC435,481$24.2M1.02%+29,43013F-HRTimeline
LPL Financial LLC416,949$23.2M0.01%+3,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA402,274$22.4M<0.01%+267,52513F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC396,374$22.1M0.01%-74,21513F-HR/ATimelineGroup
NAN FUNG TRINITY (HK) LTD388,500$21.7M2.59%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC388,219$21.6M0.02%-80,68313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…378,941$21.1M0.01%+8,55513F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC361,338$20.1M0.22%-36,47113F-HRTimelineGroup
Janney Capital Management LLC338,079$18.9M1.22%-13,36513F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda322,200$18M1.68%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,125$13.5M<0.01%+11,30113F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC202,108$11.3M5.51%+21,49713F-HRTimeline
ProVise Management Group, LLC200,939$11.2M0.88%+79113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC175,201$9.77M0.02%-42,42413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/173,162$9.66M<0.01%-15,18913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp172,270$9.61M<0.01%new13F-HRTimelineGroup
TD Asset Management Inc143,300$7.99M0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS93,083$5.19M0.01%-14,30613F-HRTimeline
SIMPLEX TRADING, LLC84,604$4.72M0.13%-20,86413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,074$4.69M<0.01%+2,81013F-HRTimelineGroup
DRW Securities, LLC84,879$4.65M0.33%-20,13013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC83,113$4.63M<0.01%-61213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL81,790$4.56M0.03%+30,96313F-HRTimeline
Sage Advisory Services, Ltd.Co.79,640$4.44M2.42%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding74,606$4.16M+51,123Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…72,827$4.06M0.03%-15,90013F-HRTimelineGroup
Trans-Canada Capital Inc.70,000$3.9M0.27%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…65,900$3.67M0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC64,314$3.59M0.03%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,547$3.49M<0.01%-133,27113F-HRTimelineGroup
Sowell Financial Services LLC60,000$3.35M0.14%new13F-HRTimeline
Evolution Wealth Advisors, LLC53,022$2.96M0.43%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC51,472$2.87M0.95%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …50,258$2.8M0.18%new13F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC48,406$2.7M0.01%-239,71913F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp48,075$2.68M0.06%new13F-HRTimelineGroup
Helix Partners Management LP45,000$2.51M1.32%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP44,631$2.49M<0.01%+2,12613F-HRTimelineGroup
FDx Advisors, Inc.40,979$2.29M0.7%new13F-HRTimeline
Cetera Investment Advisers40,972$2.28M<0.01%+10,01313F-HRTimeline
GM Advisory Group, LLC40,189$2.24M0.11%+13013F-HRTimeline
LOM Asset Management Ltd35,751$1.99M0.67%13F-HR/ATimeline
Atom Investors LP34,298$1.91M0.17%new13F-HRTimeline
Segment Wealth Management, LLC32,690$1.82M0.12%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,228$1.74M<0.01%-1,10813F-HRTimeline
Aspen Grove Capital, LLC29,920$1.67M0.28%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,849$1.55M<0.01%-21,46413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC27,600$1.54M<0.01%new13F-HRTimeline
GTS SECURITIES LLC27,201$1.52M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,763$1.44M<0.01%+8,77513F-HR/ATimelineGroup
Sanctuary Advisors, LLC22,632$1.26M0.01%+10,95513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.14M0.01%013F-HRTimeline
Quantbot Technologies LP20,093$1.12M0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,255$1.07M<0.01%+27613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,945$1.06M0.02%-6,05513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,210$960K<0.01%-14,71513F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP17,009$948K0.01%+2613F-HRTimelineGroup
Janney Montgomery Scott LLC16,418$916K<0.01%-57313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,847$884K<0.01%-417,55813F-HRTimelineGroup
Curi Capital, LLC15,536$866K0.02%+94913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,178$846K<0.01%+2,10413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,030$838K<0.01%-5,00013F-HRTimelineGroup
HRT FINANCIAL LP14,666$817K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,648$817K<0.01%+4,32813F-HRTimelineGroup
Quantitative Investment Management, LLC14,022$781K0.1%-7,86113F-HRTimeline
GROUP ONE TRADING LLC13,278$740K0.02%+7,27113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,824$715K0.01%-1,05013F-HRTimelineGroup
Advisory Services Network, LLC12,557$706K0.01%+1,00713F-HRTimeline
BigSur Wealth Management LLC12,325$687K0.17%013F-HRTimeline
MAI Capital Management11,794$658K<0.01%-1,99713F-HRTimeline
CALTON & ASSOCIATES, INC.11,443$638K0.11%-32713F-HRTimeline
Mutual Advisors, LLC10,837$626K0.02%-21613F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,218$626K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC11,078$618K0.01%-27,23213F-HRTimeline
Summit Financial, LLC11,046$616K0.01%-1,26413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,984$612K0.01%+80813F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/10,750$599K0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,703$597K0.07%-70313F-HRTimeline
HighTower Advisors, LLC10,619$592K<0.01%+39113F-HRTimeline
Cambridge Investment Research Advisors,…10,524$587K<0.01%+55513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$575K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,110$564K0.01%+68813F-HRTimelineGroup
Twin Tree Management, LP10,066$561K0.01%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.10,000$558K0.02%new13F-HRTimelineGroup
Logan Stone Capital, LLC9,983$557K0.26%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC9,881$551K0.07%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…9,827$548K0.02%new13F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC9,762$544K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,601$535K<0.01%-8713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,111$508K0.02%+5,25413F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,045$504K0.04%-12013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,848$493K<0.01%+613F-HRTimeline
ALTFEST L J & CO INC8,741$487K0.06%-7,73713F-HRTimeline
Total Wealth Planning & Management, Inc.8,637$482K0.42%013F-HRTimeline
Integrated Advisors Network LLC8,602$480K0.02%-20913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,557$477K<0.01%-39213F-HR/ATimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,490$473K0.05%new13F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA8,287$462K0.02%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,622$456K0.04%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,514$420K<0.01%-40013F-HRTimeline
FMR LLCin group FMR LLC7,415$413K<0.01%+83513F-HRTimelineGroup
Samalin Investment Counsel, LLC7,381$412K0.16%+4113F-HRTimeline
Objective Capital Management, LLC7,304$407K0.46%-25013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,209$402K<0.01%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management7,200$401K<0.01%-163,50713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,551$385K<0.01%+613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$376K0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,654$371K<0.01%-10213F-HR/ATimelineGroup
Formidable Asset Management, LLC7,000$371K0.06%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,647$371K<0.01%-29,65713F-HRTimelineGroup
Wealthfront Advisers LLC6,608$368K<0.01%-48613F-HRTimeline
Magnus Financial Group LLC6,602$368K0.03%+31313F-HRTimeline
Snowden Capital Advisors LLC6,353$354K0.01%013F-HRTimeline
&PARTNERS6,235$348K<0.01%new13F-HRTimeline
Sage Capital Management, LLC6,217$347K0.17%+4013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$346K0.02%013F-HRTimeline
Belpointe Asset Management LLC6,096$340K0.01%013F-HRTimeline
SG Americas Securities, LLC6,041$337K<0.01%-2,18013F-HRTimeline
Atria Investments, Inc5,988$334K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,825$325K<0.01%-25013F-HRTimeline
NewEdge Advisors, LLC5,720$319K<0.01%-79913F-HRTimeline
Creative Planningin group Creative Planning5,617$313K<0.01%+6413F-HRTimelineGroup
Exchange Capital Management, Inc.5,495$306K0.05%-1,22913F-HRTimeline
SeaBridge Investment Advisors LLC5,409$302K0.06%-2,50313F-HRTimeline
MML INVESTORS SERVICES, LLC5,359$299K<0.01%-12813F-HRTimeline
Symphony Financial Services, Inc.5,340$298K0.18%+313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,241$292K<0.01%+52513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,197$290K0.02%+1,00013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,194$290K0.01%+1,00013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,089$284K0.01%-5913F-HRTimelineGroup
WP Advisors, LLC4,943$276K0.08%+3313F-HRTimeline
ANDERSON HOAGLAND & CO4,926$275K0.03%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,812$268K<0.01%-24013F-HRTimelineGroup
EP Wealth Advisors, LLC4,594$256K<0.01%+1,02913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,586$256K0.01%new13F-HRTimelineGroup
COMERICA BANK4,578$255K<0.01%+1,13913F-HRTimeline
Koshinski Asset Management, Inc.4,565$255K0.02%+313F-HRTimeline
Jackson Hole Capital Partners, LLC4,550$254K0.05%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,507$251K<0.01%new13F-HRTimelineGroup
Crescent Grove Advisors, LLC4,463$249K0.02%013F-HRTimeline
Private Advisor Group, LLC4,449$248K<0.01%-24,94413F-HRTimeline
Institute for Wealth Management, LLC.4,380$244K0.03%-30613F-HRTimeline
COURIER CAPITAL LLC4,373$244K0.01%013F-HRTimeline
Tyler-Stone Wealth Management4,358$243K0.04%new13F-HRTimeline
FAIRFIELD, BUSH & CO.4,350$243K0.14%new13F-HRTimeline
Vectors Research Management, LLC4,289$239K0.08%+7413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,262$238K<0.01%-3,12813F-HRTimelineGroup
XML Financial, LLC4,172$233K0.02%-32713F-HRTimeline
SOL Capital Management CO4,097$228K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,083$228K<0.01%-29013F-HRTimeline
HM PAYSON & CO4,000$223K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.4,000$223K0.17%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,972$221K<0.01%new13F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL3,852$215K0.03%-17,41413F-HR/ATimeline
Sovereign Financial Group, Inc.3,684$205K0.04%-25113F-HRTimeline
HB Wealth Management, LLC3,642$203K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,509$201K<0.01%+70013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,476$194K<0.01%+2313F-HRTimeline
Farther Finance Advisors, LLC3,470$193K<0.01%-7513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,996$167K0.01%-55013F-HRTimelineGroup
Heritage Wealth Advisors2,989$167K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,847$159K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd2,663$148K<0.01%013F-HRTimeline
Balentine LLC2,640$147K0.01%013F-HRTimeline
Nemes Rush Group LLC2,150$120K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,110$118K<0.01%-30013F-HRTimeline
Arax Advisory Partners1,801$100K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,752$97.7K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,729$96.4K<0.01%+66413F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP1,690$94.2K0.01%013F-HRTimeline
Glenmede Investment Management, LP1,650$92K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1,617$90K0.01%+36313F-HRTimeline
CX Institutional1,526$85K<0.01%-64413F-HR/ATimeline
Capital Investment Counsel, Inc1,425$79.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,413$78.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,365$76.1K<0.01%013F-HRTimeline
Provident Wealth Management, LLC1,250$69.7K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,170$65.2K<0.01%-47713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,150$64.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,145$63.8K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,127$62.8K<0.01%+36313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$61.3K<0.01%013F-HRTimelineGroup
Boreal Capital Management LLC1,000$55.8K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…960$53.5K<0.01%+50013F-HRTimeline
CWM, LLCin group CWM, LLC948$53K<0.01%+6413F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC938$52.3K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC850$47.4K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.757$42.2K<0.01%-22,88313F-HRTimelineGroup
Fourth Dimension Wealth, LLC726$40.5K0.02%-99813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.674$37.6K<0.01%-35513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…634$35.4K<0.01%new13F-HRTimelineGroup