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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

248 managers (248 13F filers) reported a position in KBE shares at 2025-09-30, 17,232,060 shares in all. 30 filers opened a position and 25 filers sold out during the quarter.

Managers
248
13F filers
248
New
30
Added
67
Reduced
76
Sold out
25
Shares held by filers
17,232,060

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,471,014$206M0.03%-168,72113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,030,440$121M0.19%+246,60013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,503,798$89.4M0.01%-176,35413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,002,809$59.6M<0.01%+342,61913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN675,797$40.2M0.01%+102,22413F-HRTimelineGroup
UBS Group AGin group UBS Group AG611,275$36.3M0.01%-273,12013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …589,849$35M0.54%+14,42913F-HRTimelineGroup
LPL Financial LLC536,168$31.9M0.01%+119,21913F-HRTimeline
Duquesne Family Office LLC482,095$28.6M0.73%new13F-HRTimeline
Wharton Business Group, LLC432,861$25.7M1.12%-2,62013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC420,694$25M0.28%+59,35613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC405,939$24.1M0.02%+17,72013F-HRTimelineGroup
NAN FUNG TRINITY (HK) LTD388,500$23.1M2.3%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…381,702$22.7M0.01%+2,76113F-HRTimelineGroup
Janney Capital Management LLC327,117$19.4M1.21%-10,96213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,824$16.3M0.01%+31,69913F-HRTimelineGroup
ProVise Management Group, LLC209,496$12.4M0.92%+8,55713F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC204,919$12.2M5.7%+2,81113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC174,273$10.4M<0.01%-222,10113F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/141,581$8.41M<0.01%-31,58113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,949$7.6M<0.01%-274,32513F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…127,284$7.56M0.11%new13F-HRTimelineGroup
NORDEN GROUP LLC112,695$6.7M0.68%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,824$5.69M0.01%+67,97513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC91,953$5.46M<0.01%-398,85213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS88,811$5.28M0.01%-4,27213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,437$4.66M0.01%-96,76413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,538$4.55M<0.01%-7,53613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC73,862$4.39M<0.01%-9,25113F-HRTimelineGroup
Trans-Canada Capital Inc.70,000$4.16M0.25%013F-HRTimeline
Sowell Financial Services LLC60,010$3.57M0.14%+1013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,467$3.3M<0.01%-7,08013F-HR/ATimelineGroup
Evolution Wealth Advisors, LLC53,022$3.15M0.42%013F-HRTimeline
Cambridge Investment Research Advisors,…52,404$3.11M0.01%+41,88013F-HRTimeline
DRW Securities, LLC52,166$3.09M0.16%-32,71313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC51,206$3.04M0.92%-26613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,015$3.03M<0.01%+19,78713F-HRTimeline
Empowered Funds, LLC49,209$2.92M0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp47,232$2.81M0.05%-84313F-HRTimelineGroup
FDx Advisors, Inc.40,520$2.3M0.69%-45913F-HRTimeline
Integrated Wealth Concepts LLC37,666$2.24M0.02%+26,58813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP35,717$2.12M<0.01%-8,91413F-HRTimelineGroup
Cetera Investment Advisers35,653$2.12M<0.01%-5,31913F-HRTimeline
LOM Asset Management Ltd35,611$2.12M0.65%-14013F-HRTimeline
TUDOR INVESTMENT CORP ET AL33,441$1.99M0.01%-48,34913F-HR/ATimeline
Segment Wealth Management, LLC32,690$1.94M0.12%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,132$1.93M<0.01%+6,36913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC30,100$1.79M<0.01%+2,50013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC28,967$1.72M<0.01%-19,43913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,846$1.71M<0.01%+22,19913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,969$1.54M-48,637Timeline
Aspen Grove Capital, LLC25,920$1.54M0.26%-4,00013F-HRTimeline
SIMPLEX TRADING, LLC25,370$1.51M0.03%-59,23413F-HRTimeline
Sanctuary Advisors, LLC24,820$1.47M0.01%+2,18813F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.23,424$1.38M0.01%+15,91013F-HRTimeline
Global Retirement Partners, LLC23,160$1.38M0.03%+22,92713F-HRTimeline
GROUP ONE TRADING LLC22,306$1.33M0.04%+9,02813F-HRTimeline
TWO SIGMA SECURITIES, LLC21,743$1.29M0.19%+11,86213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,387$1.27M<0.01%+2,13213F-HRTimelineGroup
GM Advisory Group, LLC20,525$1.22M0.05%-19,66413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.22M0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,494$1.04M0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,202$1.02M<0.01%-813F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP17,055$1.01M0.01%+4613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC16,995$1.01M<0.01%+1,96513F-HRTimelineGroup
Belpointe Asset Management LLC16,777$997K0.04%+10,68113F-HRTimeline
Mutual Advisors, LLC16,398$933K0.02%+5,56113F-HRTimeline
Janney Montgomery Scott LLC15,665$931K<0.01%-75313F-HRTimeline
Trivium Point Advisory, LLC15,024$893K0.09%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,970$890K0.01%+2,14613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC14,963$889K0.01%new13F-HR/ATimelineGroup
Curi Capital, LLC14,587$867K0.02%-94913F-HRTimeline
ALTFEST L J & CO INC14,402$856K0.1%+5,66113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,212$844K<0.01%+8,97113F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.13,712$815K0.31%new13F-HRTimeline
Keystone Wealth Services, LLC13,259$788K0.17%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,188$784K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,207$725K0.01%-35013F-HRTimeline
Steward Partners Investment Advisory, L…11,936$709K<0.01%+3,08813F-HRTimeline
MAI Capital Management11,806$702K<0.01%+1213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,272$670K<0.01%-3,90613F-HRTimelineGroup
Vectors Research Management, LLC11,164$663K0.21%+6,87513F-HRTimeline
Integrated Advisors Network LLC11,049$657K0.03%+2,44713F-HRTimeline
Summit Financial, LLC11,046$656K0.01%013F-HRTimeline
HighTower Advisors, LLC10,895$647K<0.01%+27613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,820$643K<0.01%-3,82813F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/10,750$639K0.03%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,703$636K0.07%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,539$626K0.01%-44513F-HRTimelineGroup
HRT FINANCIAL LP10,455$621K<0.01%-4,21113F-HRTimeline
CALTON & ASSOCIATES, INC.10,382$617K0.09%-1,06113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$613K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,125$611K<0.01%+8,99813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,860$586K0.01%-25013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,826$584K0.03%-40,43213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,745$579K0.02%-1713F-HRTimeline
Foundations Investment Advisors, LLC9,639$573K0.01%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,229$549K0.01%new13F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,033$537K0.04%-1213F-HRTimelineGroup
FMR LLCin group FMR LLC8,882$528K<0.01%+1,46713F-HRTimelineGroup
Montecito Bank & Trust8,490$504K0.08%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,424$501K<0.01%+1,77013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,332$495K<0.01%-22513F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA8,287$492K0.02%013F-HRTimeline
Magnus Financial Group LLC7,756$461K0.04%+1,15413F-HRTimeline
&PARTNERS7,706$458K<0.01%+1,47113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,622$456K0.04%013F-HRTimeline
CX Institutional7,463$443K0.01%+5,93713F-HRTimeline
Samalin Investment Counsel, LLC7,419$441K0.15%+3813F-HRTimeline
Objective Capital Management, LLC7,304$434K0.45%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,281$433K0.02%-1,83013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,209$428K<0.01%013F-HRTimelineGroup
FAIRFIELD, BUSH & CO.7,043$418K0.21%+2,69313F-HRTimeline
Atria Investments, Inc7,037$418K<0.01%+1,04913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,871$408K<0.01%-165,39913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$401K0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,723$399K0.01%-4,49513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,703$398K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC6,665$396K0.01%+3,19513F-HRTimeline
Quantitative Investment Management, LLC6,678$396K0.06%-7,34413F-HRTimeline
Formidable Asset Management, LLC7,000$390K0.06%013F-HRTimeline
Wealthfront Advisers LLC6,548$389K<0.01%-6013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,517$386K<0.01%-3413F-HRTimeline
Snowden Capital Advisors LLC6,353$377K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,264$372K0.01%+1,67813F-HRTimelineGroup
Sage Capital Management, LLC6,255$372K0.17%+3813F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$368K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,671$337K<0.01%-15413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,431$323K<0.01%-10,41613F-HRTimelineGroup
Creative Planningin group Creative Planning5,357$318K<0.01%-26013F-HRTimelineGroup
Symphony Financial Services, Inc.5,343$317K0.17%+313F-HRTimeline
NewEdge Advisors, LLC5,222$310K<0.01%-49813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,194$309K0.01%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management5,175$307K<0.01%-2,02513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,042$300K<0.01%-31713F-HRTimeline
ARMISTICE CAPITAL, LLC5,009$298K0.01%new13F-HRTimeline
ANDERSON HOAGLAND & CO4,926$293K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,812$286K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,716$280K0.01%-37313F-HRTimelineGroup
Koshinski Asset Management, Inc.4,567$271K0.02%+213F-HRTimeline
Jackson Hole Capital Partners, LLC4,550$270K0.05%013F-HRTimeline
Crescent Grove Advisors, LLC4,463$265K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,460$265K<0.01%+48813F-HRTimelineGroup
SeaBridge Investment Advisors LLC4,434$263K0.04%-97513F-HRTimeline
Institute for Wealth Management, LLC.4,380$260K0.03%013F-HRTimeline
COURIER CAPITAL LLC4,373$260K0.01%013F-HRTimeline
Twin Tree Management, LP4,323$257K0.01%-5,74313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,264$253K<0.01%new13F-HRTimelineGroup
WP Advisors, LLC4,235$252K0.06%-70813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,218$251K<0.01%-4413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,203$250K<0.01%new13F-HRTimelineGroup
XML Financial, LLC4,189$249K0.02%+1713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,166$248K<0.01%-68,66113F-HRTimelineGroup
SOL Capital Management CO4,097$243K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,084$243K<0.01%+113F-HRTimeline
HM PAYSON & CO4,000$238K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,000$238K0.01%-1,19713F-HRTimelineGroup
Hopwood Financial Services, Inc.4,000$238K0.16%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,723$221K0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.3,685$219K0.04%+113F-HRTimeline
HB Wealth Management, LLC3,626$215K<0.01%-1613F-HRTimeline
RFG Advisory, LLC3,612$215K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,497$208K<0.01%+2113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,484$207K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,469$206K<0.01%new13F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC3,431$204K0.12%new13F-HRTimeline
EVOKE WEALTH, LLC3,400$202K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,390$201K0.01%new13F-HRTimeline
SG Americas Securities, LLC3,277$195K<0.01%-2,76413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,009$179K<0.01%+16213F-HRTimelineGroup
Heritage Wealth Advisors2,989$178K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,983$177K0.01%-1313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,933$174K<0.01%+2,25913F-HRTimelineGroup
BigSur Wealth Management LLC2,925$174K0.04%-9,40013F-HRTimeline
TD Waterhouse Canada Inc.2,809$166K<0.01%-70013F-HRTimeline
Qube Research & Technologies Ltd2,663$158K<0.01%013F-HRTimeline
Balentine LLC2,640$157K0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,485$148K<0.01%-16,46013F-HRTimelineGroup
Nemes Rush Group LLC2,150$128K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,110$125K<0.01%013F-HRTimeline
COMERICA BANK2,107$125K<0.01%-2,47113F-HRTimeline
CoreCap Advisors, LLC1,768$105K<0.01%+62313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,690$100K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,474$87.6K<0.01%-25513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,413$84K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,365$81.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,348$80K<0.01%+40013F-HRTimelineGroup
Arax Advisory Partners1,266$75.2K<0.01%-53513F-HRTimeline
Provident Wealth Management, LLC1,250$74.3K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,234$73.4K0.01%-38313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$65.4K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…960$57K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC938$55.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC877$52.1K0.01%+85513F-HRTimeline
LOWE BROCKENBROUGH & CO INC850$50.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…800$47.5K0.09%-35013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.759$45.1K<0.01%+213F-HRTimelineGroup
Fourth Dimension Wealth, LLC728$43.3K0.02%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…637$37.8K<0.01%+313F-HRTimelineGroup
McIlrath & Eck, LLC623$37K<0.01%013F-HRTimeline