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Disclosery

KBE SPDR SERIES TRUST

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ST STR SP BANK (fund)

264 managers (265 13F filers) reported a position in KBE shares at 2025-12-31, 15,112,119 shares in all. 33 filers opened a position and 29 filers sold out during the quarter.

Managers
264
13F filers
265
New
33
Added
69
Reduced
74
Sold out
29
Shares held by filers
15,112,119

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC3,436,912$209M0.03%-34,10213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,354,768$82.2M0.01%+351,95913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,330,255$80.7M<0.01%-173,54313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG684,464$41.5M0.01%+73,18913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN617,683$37.5M0.01%-58,11413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA463,143$28.1M<0.01%+335,19413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC433,034$26.3M0.03%+354,59713F-HRTimelineGroup
Wharton Business Group, LLC430,306$26.1M0.99%-2,55513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC406,063$24.6M0.28%-14,63113F-HRTimelineGroup
LPL Financial LLC367,844$22.3M0.01%-168,32413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…321,167$19.5M0.01%-60,53513F-HRTimelineGroup
Janney Capital Management LLC319,806$19.4M1.22%-7,31113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC284,992$17.3M0.01%+110,71913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC224,578$13.6M<0.01%-49,24613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC216,492$13.1M0.01%+124,53913F-HRTimelineGroup
ProVise Management Group, LLC215,959$13.1M0.93%+6,46313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC205,332$12.5M5.64%+41313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC198,718$12.1M0.01%-207,22113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp170,016$10.3M<0.01%+163,14513F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.154,000$9.35M0.01%new13F-HRTimelineGroup
Agave Capital Management Ltd116,828$7.11M1.19%13F-HRTimeline
MRA Advisory Group114,245$6.93M2.91%new13F-HRTimeline
Empowered Funds, LLC104,833$6.36M0.11%+55,62413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,028$5.89M+71,059Timeline
SIMPLEX TRADING, LLC95,664$5.81M0.16%+70,29413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,211$5.78M0.01%+6,40013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,886$5.39M<0.01%-52,69513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO83,476$5.07M<0.01%+28,00913F-HRTimelineGroup
Quantitative Investment Management, LLC78,445$4.76M0.46%+71,76713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,261$4.69M<0.01%+72313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,963$4.67M<0.01%+3,10113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.74,165$4.5M2.45%new13F-HRTimeline
Caption Management, LLC70,000$4.25M0.19%new13F-HRTimeline
Trans-Canada Capital Inc.70,000$4.25M0.24%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC60,864$3.69M0.02%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC57,888$3.51M0.24%new13F-HR/ATimeline
Evolution Wealth Advisors, LLC53,022$3.22M0.32%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC49,723$3.02M0.87%-1,48313F-HRTimeline
Cetera Investment Advisers46,746$2.84M<0.01%+11,09313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp46,486$2.82M0.05%-74613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,349$2.33M<0.01%-57,47513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,743$2.23M<0.01%+1,02613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,737$2.11M<0.01%+2,60513F-HRTimelineGroup
LOM Asset Management Ltd34,696$2.11M0.61%-91513F-HRTimeline
Qube Research & Technologies Ltd34,104$2.07M<0.01%+31,44113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,885$2.06M<0.01%+16,68313F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP32,837$2.01M<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC32,903$2M0.01%+8,08313F-HRTimeline
SG Americas Securities, LLC32,846$1.99M<0.01%+29,56913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management30,775$1.87M<0.01%+25,60013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.28,972$1.76M<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,214$1.71M<0.01%-63213F-HRTimelineGroup
Aspen Grove Capital, LLC25,920$1.57M0.27%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,765$1.56M<0.01%-25,25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,661$1.56M<0.01%+4,27413F-HR/ATimelineGroup
IMC-Chicago, LLC25,622$1.55M0.03%new13F-HRTimeline
GROUP ONE TRADING LLC24,991$1.52M0.04%+2,68513F-HRTimeline
TUDOR INVESTMENT CORP ET AL24,183$1.47M0.01%-9,25813F-HRTimeline
SAPIENT CAPITAL LLC22,800$1.4M0.02%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,532$1.37M0.02%+5,03813F-HRTimelineGroup
Segment Wealth Management, LLC22,090$1.34M0.08%-10,60013F-HRTimeline
Global Retirement Partners, LLC21,608$1.31M0.02%-1,55213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,547$1.25M0.01%-2,87713F-HRTimeline
DRW Securities, LLC20,548$1.25M0.09%-31,61813F-HRTimeline
GM Advisory Group, LLC20,525$1.25M0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.24M0.01%013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.18,036$1.09M0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,953$1.09M0.01%+2,98313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP17,052$1.03M0.01%-313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,803$1.02M<0.01%+5,98313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.16,653$1.01M0.01%+14,16813F-HRTimelineGroup
Janney Montgomery Scott LLC16,381$994K<0.01%+71613F-HRTimeline
Cambridge Investment Research Advisors,…15,818$960K<0.01%-36,58613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,591$940K<0.01%+1,37913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,008$911K<0.01%-1,98713F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP14,700$892K<0.01%-2,015,74013F-HRTimelineGroup
Curi Capital, LLC14,587$885K0.02%013F-HRTimeline
Trivium Point Advisory, LLC14,341$870K0.09%-68313F-HRTimeline
HRT FINANCIAL LP14,190$861K<0.01%+3,73513F-HRTimeline
Clark Capital Management Group, Inc.14,107$856K0.01%new13F-HRTimeline
ALTFEST L J & CO INC13,741$834K0.09%-66113F-HRTimeline
Stirlingshire Investments, Inc.13,475$818K0.73%13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,441$817K<0.01%+25313F-HRTimelineGroup
MAI Capital Management12,388$752K<0.01%+58213F-HRTimeline
Advisory Services Network, LLC12,171$739K0.01%-3613F-HRTimeline
Belpointe Asset Management LLC11,408$692K0.03%-5,36913F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC11,200$680K0.19%new13F-HRTimeline
Vectors Research Management, LLC11,090$673K0.21%-7413F-HRTimeline
Mutual Advisors, LLC11,017$669K0.01%-5,38113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,985$667K<0.01%-28713F-HRTimelineGroup
Summit Financial, LLC10,903$662K0.01%-14313F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,703$650K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.10,633$645K0.09%+25113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,441$634K0.01%-9813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,434$633K<0.01%+30913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$626K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,280$624K0.02%+4,01613F-HRTimelineGroup
HighTower Advisors, LLC9,964$605K<0.01%-93113F-HRTimeline
Parallax Volatility Advisers, L.P.9,956$604K0.02%+9,95513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,860$598K0.01%013F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC9,615$584K0.02%-13013F-HRTimeline
HANOVER ADVISORS INC9,191$558K0.22%new13F-HRTimeline
FMR LLCin group FMR LLC9,176$557K<0.01%+29413F-HRTimelineGroup
Simmons Bankin group Simmons Bank9,027$548K0.04%-613F-HRTimelineGroup
&PARTNERS8,853$537K<0.01%+1,14713F-HRTimeline
Almanack Investment Partners, LLC.8,838$536K0.09%new13F-HRTimeline
NTV Asset Management LLC8,650$525K0.06%new13F-HRTimeline
Integrated Advisors Network LLC8,508$516K0.02%-2,54113F-HRTimeline
Montecito Bank & Trust8,490$515K0.08%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,253$509K0.05%new13F-HRTimelineGroup
South Shore Capital Advisors8,364$508K0.37%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,287$503K0.02%013F-HRTimeline
HighPoint Advisor Group LLC8,285$503K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,153$495K<0.01%+1,45013F-HR/ATimelineGroup
Atria Investments, Inc8,086$491K0.01%+1,04913F-HRTimeline
Chicago Partners Investment Group LLC7,791$489K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,972$484K<0.01%-36013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,840$476K<0.01%-58413F-HR/ATimelineGroup
Magnus Financial Group LLC7,668$465K0.04%-8813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,622$456K0.04%013F-HRTimeline
RCW Management, LLC7,429$451K0.46%13F-HRTimeline
Samalin Investment Counsel, LLC7,391$449K0.16%-2813F-HRTimeline
Objective Capital Management, LLC7,304$443K0.45%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,209$438K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,079$430K<0.01%-4,85713F-HRTimeline
Blue Water Asset Management7,007$425K0.15%13F-HRTimeline
Total Wealth Planning & Management, Inc.6,962$423K0.34%13F-HRTimeline
Formidable Asset Management, LLC7,000$416K0.06%013F-HRTimeline
FAIRFIELD, BUSH & CO.6,852$416K0.22%-19113F-HRTimeline
Wealthfront Advisers LLC6,835$415K<0.01%+28713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,539$412K<0.01%+2213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$410K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC6,590$400K0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC6,498$394K<0.01%-22,46913F-HRTimelineGroup
Snowden Capital Advisors LLC6,353$386K0.01%013F-HRTimeline
Sage Capital Management, LLC6,279$381K0.18%+2413F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$376K0.02%013F-HRTimeline
Asset One Wealth Management LLC5,809$375K0.05%13F-HRTimeline
Waterloo Capital, L.P.6,091$370K0.03%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,671$344K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning5,649$343K<0.01%+29213F-HRTimelineGroup
Symphony Financial Services, Inc.5,421$329K0.17%+7813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,194$315K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,161$313K<0.01%-6113F-HRTimeline
MML INVESTORS SERVICES, LLC4,962$301K<0.01%-8013F-HRTimeline
ANDERSON HOAGLAND & CO4,926$299K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,712$286K<0.01%-10013F-HRTimelineGroup
Koshinski Asset Management, Inc.4,570$277K0.02%+313F-HRTimeline
Trexquant Investment LP4,569$277K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC4,550$276K0.05%013F-HRTimeline
NORDEN GROUP LLC4,544$276K0.03%-108,15113F-HRTimeline
Crescent Grove Advisors, LLC4,463$271K0.03%013F-HRTimeline
SeaBridge Investment Advisors LLC4,416$268K0.04%-1813F-HRTimeline
Institute for Wealth Management, LLC.4,380$266K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,347$264K<0.01%-11313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd4,331$263K0.01%-2,95013F-HRTimelineGroup
COURIER CAPITAL LLC4,299$261K0.01%-7413F-HRTimeline
WP Advisors, LLC4,256$258K0.06%+2113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,206$255K<0.01%+313F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK4,202$255K<0.01%-6213F-HRTimelineGroup
EP Wealth Advisors, LLC4,125$250K<0.01%13F-HRTimeline
SOL Capital Management CO4,097$249K0.02%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,086$248K<0.01%13F-HR/ATimelineGroup
Cedarwood Wealth LLC3,924$248K0.28%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,050$246K<0.01%-585,79913F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,011$243K<0.01%+4,00713F-HRTimelineGroup
HM PAYSON & CO4,000$243K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,000$243K0.01%013F-HRTimelineGroup
Hopwood Financial Services, Inc.4,000$243K0.17%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,932$239K<0.01%-28613F-HRTimelineGroup
Accel Wealth Management3,773$229K0.06%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,742$227K0.01%+1913F-HRTimelineGroup
Sovereign Financial Group, Inc.3,686$224K0.04%+113F-HRTimeline
HB Wealth Management, LLC3,626$220K<0.01%013F-HRTimeline
COMERICA BANK3,568$217K<0.01%+1,46113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,505$213K0.01%+2113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,494$212K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,469$211K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,436$209K<0.01%-3,22913F-HRTimeline
GUERRA PAN ADVISORS, LLC3,431$208K0.12%013F-HRTimeline
EVOKE WEALTH, LLC3,400$206K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,390$206K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,153$191K<0.01%+22013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,009$183K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors2,989$181K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,954$179K0.01%-2913F-HRTimelineGroup
BigSur Wealth Management LLC2,925$178K0.04%013F-HRTimeline
TD Waterhouse Canada Inc.2,889$175K<0.01%+8013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,857$173K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.2,758$167K0.02%new13F-HRTimeline
Balentine LLC2,640$160K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,360$143K0.05%+1,56013F-HRTimeline
Nemes Rush Group LLC2,150$130K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,119$129K<0.01%-2,59713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,920$117K<0.01%-19013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,690$103K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,626$98.7K0.01%+39213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,530$92.9K<0.01%-1,96713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,454$88.2K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc1,425$86.5K0.01%new13F-HRTimeline