Skip to content

KBE SPDR SERIES TRUST

Follow

ST STR SP BANK (fund)

248 managers (249 13F filers) reported a position in KBE shares at 2026-03-31, 16,131,548 shares in all. 24 filers opened a position and 35 filers sold out during the quarter.

Managers
248
13F filers
249
New
24
Added
80
Reduced
71
Sold out
35
Shares held by filers
16,131,548

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC3,177,578$189M0.02%-259,33413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,379,554$82.2M<0.01%+49,29913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,078,917$64.2M<0.01%-275,85113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP974,440$58M0.05%+959,74013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC758,079$45.1M0.05%+325,04513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding652,602$38.9M-31,862Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN644,427$38.4M0.01%+26,74413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA586,273$34.9M0.01%+123,13013F-HRTimelineGroup
Wharton Business Group, LLC537,846$32M1.21%+107,54013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC459,932$27.4M0.02%+243,44013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management415,464$24.7M0.05%+384,68913F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC335,931$20M0.25%-70,13213F-HRTimelineGroup
Janney Montgomery Scott LLC334,848$19.9M0.05%+318,46713F-HRTimeline
LPL Financial LLC334,542$19.9M0.01%-33,30213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…314,622$18.7M0.01%-6,54513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp281,665$16.8M<0.01%+111,64913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC229,743$13.7M0.01%new13F-HRTimelineGroup
ProVise Management Group, LLC221,474$13.2M0.95%+5,51513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC209,483$12.5M6.77%+4,15113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC200,446$11.9M<0.01%-84,54613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,421$8.36M<0.01%-84,15713F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.122,355$7.29M3.99%+48,19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding118,334$7.05M+21,306Timeline
MRA Advisory Group107,400$6.4M2.61%-6,84513F-HRTimeline
HRT FINANCIAL LP105,442$6.28M0.02%+91,25213F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.97,393$5.8M0.05%+79,35713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS94,409$5.62M0.01%-80213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,223$5.31M0.01%+50,87413F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL87,134$5.19M0.83%+87,12713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,112$4.65M<0.01%+85113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,832$4.17M<0.01%-11,64413F-HR/ATimelineGroup
Trans-Canada Capital Inc.70,000$4.17M0.3%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/67,132$4M<0.01%-21,75413F-HRTimelineGroup
FDx Advisors, Inc.56,769$3.38M1.08%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,034$3.28M<0.01%-21,92913F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS53,309$3.17M<0.01%+25,09513F-HRTimelineGroup
Evolution Wealth Advisors, LLC53,022$3.16M0.32%013F-HRTimeline
Cetera Investment Advisers50,312$3M<0.01%+3,56613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47,240$2.81M0.07%+36,96013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp46,242$2.75M0.05%-24413F-HRTimelineGroup
Sanctuary Advisors, LLC39,579$2.36M0.01%+6,67613F-HRTimeline
FLOW TRADERS U.S. LLC37,318$2.22M0.07%new13F-HRTimeline
IMC-Chicago, LLC36,834$2.19M0.03%+11,21213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,737$2.19M<0.01%-613F-HRTimelineGroup
GTS SECURITIES LLC36,689$2.18M0.08%+30,09913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,100$2.09M<0.01%new13F-HRTimeline
LOM Asset Management Ltd33,250$1.98M0.57%-1,44613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,160$1.74M<0.01%-5,57713F-HRTimelineGroup
Segment Wealth Management, LLC21,750$1.3M0.08%-34013F-HRTimeline
DRW Securities, LLC20,548$1.22M0.07%013F-HRTimeline
GM Advisory Group, LLC20,525$1.22M0.05%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,472$1.22M0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,710$1.14M0.01%+75713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,985$1.07M<0.01%-7,78013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,853$1.06M0.01%-4,67913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,490$1.04M<0.01%+68713F-HRTimelineGroup
SummitTX Capital, L.P.17,423$1.04M0.03%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,252$1.03M<0.01%-16,63313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP17,094$1.02M0.01%+4213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,790$881K<0.01%+3,80513F-HRTimelineGroup
Curi Capital, LLC14,587$869K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…13,894$827K<0.01%-1,92413F-HRTimeline
ALTFEST L J & CO INC13,839$824K0.09%+9813F-HRTimeline
NTV Asset Management LLC13,710$816K0.09%+5,06013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.13,799$811K0.01%-6,74813F-HRTimeline
GROUP ONE TRADING LLC13,489$803K0.03%-11,50213F-HRTimeline
Advisory Services Network, LLC13,103$780K0.01%+93213F-HRTimeline
Stirlingshire Investments, Inc.13,080$779K0.68%-39513F-HRTimeline
Mariner, LLCin group Mariner, LLC13,003$772K<0.01%-43813F-HRTimelineGroup
SIMPLEX TRADING, LLC12,716$757K0.02%-82,94813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC12,812$742K0.07%+4,55913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,358$736K<0.01%-13,30313F-HRTimelineGroup
Vectors Research Management, LLC11,490$684K0.2%+40013F-HRTimeline
Belpointe Asset Management LLC11,158$664K0.02%-25013F-HRTimeline
Atria Investments, Inc11,011$656K0.01%+2,92513F-HRTimeline
Integrated Wealth Concepts LLC10,939$651K0.01%new13F-HRTimeline
COURIER CAPITAL LLC10,784$642K0.04%+6,48513F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,749$640K<0.01%-4,84213F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC10,615$632K0.14%new13F-HRTimeline
Summit Financial, LLC10,471$624K0.01%-43213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,446$622K0.01%+513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,421$621K0.09%-21213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,375$617K<0.01%-4,63313F-HRTimelineGroup
FMR LLCin group FMR LLC10,331$615K<0.01%+1,15513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,321$615K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC10,207$608K<0.01%+24313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,427$607K<0.01%-713F-HRTimelineGroup
Almanack Investment Partners, LLC.10,117$602K0.1%+1,27913F-HRTimeline
HANOVER ADVISORS INC10,009$596K0.24%+81813F-HRTimeline
&PARTNERS9,951$593K<0.01%+1,09813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,860$587K0.01%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.9,367$558K0.06%-1,33613F-HRTimeline
Wealthfront Advisers LLC9,238$550K<0.01%+2,40313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,115$543K0.02%-50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,040$538K<0.01%-189,67813F-HRTimelineGroup
Simmons Bankin group Simmons Bank8,987$535K0.04%-4013F-HRTimelineGroup
MAI Capital Management8,895$530K<0.01%-3,49313F-HRTimeline
Integrated Advisors Network LLC8,501$506K0.03%-713F-HRTimeline
Montecito Bank & Trust8,490$506K0.08%013F-HRTimeline
Chicago Partners Investment Group LLC7,791$497K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,132$484K<0.01%+3,42013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd7,850$467K0.01%+3,51913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,840$467K<0.01%013F-HRTimelineGroup
Magnus Financial Group LLC7,679$457K0.04%+1113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,472$445K<0.01%-50013F-HRTimelineGroup
RCW Management, LLC7,429$442K0.45%013F-HRTimeline
Samalin Investment Counsel, LLC7,426$442K0.16%+3513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,423$442K<0.01%+4,41413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,240$436K<0.01%+70113F-HRTimeline
Objective Capital Management, LLC7,304$435K0.44%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,209$429K<0.01%013F-HRTimelineGroup
Formidable Asset Management, LLC7,000$425K0.07%013F-HRTimeline
Blue Water Asset Management7,015$418K0.14%+813F-HRTimeline
LeClair Wealth Partners LLC7,015$418K0.14%new13F-HRTimeline
HighPoint Advisor Group LLC6,981$416K0.02%-1,30413F-HRTimeline
Steward Partners Investment Advisory, L…6,861$409K<0.01%-21813F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,748$402K<0.01%013F-HRTimelineGroup
FAIRFIELD, BUSH & CO.6,722$400K0.22%-13013F-HRTimeline
Total Wealth Planning & Management, Inc.6,349$378K0.3%-61313F-HRTimeline
Sage Capital Management, LLC6,300$375K0.18%+2113F-HRTimeline
Snowden Capital Advisors LLC6,253$372K0.01%-10013F-HRTimeline
Mutual Advisors, LLC6,244$372K0.01%-4,77313F-HRTimeline
BBR PARTNERS, LLC6,200$369K0.02%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…6,200$369K0.02%013F-HRTimeline
Creative Planningin group Creative Planning6,174$368K<0.01%+52513F-HRTimelineGroup
Aspen Grove Capital, LLC5,935$353K0.07%-19,98513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,894$351K0.01%+70013F-HRTimelineGroup
Symphony Financial Services, Inc.5,604$334K0.17%+18313F-HRTimeline
South Shore Capital Advisors5,174$308K0.23%-3,19013F-HRTimeline
MML INVESTORS SERVICES, LLC4,990$297K<0.01%+2813F-HRTimeline
ANDERSON HOAGLAND & CO4,954$295K0.03%+2813F-HRTimeline
Asset One Wealth Management LLC4,554$292K0.03%-1,25513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,804$286K<0.01%-3,34913F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,796$286K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,771$284K<0.01%+83913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,659$277K0.01%+91713F-HRTimelineGroup
Koshinski Asset Management, Inc.4,572$272K0.02%+213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,556$271K<0.01%+35413F-HRTimelineGroup
Jackson Hole Capital Partners, LLC4,550$271K0.04%013F-HRTimeline
Wick Capital Partners, LLC3,370$267K0.05%new13F-HRTimeline
Crescent Grove Advisors, LLC4,463$266K0.03%013F-HRTimeline
SeaBridge Investment Advisors LLC4,416$263K0.04%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,382$261K<0.01%+3513F-HRTimelineGroup
Institute for Wealth Management, LLC.4,380$261K0.03%013F-HRTimeline
Trexquant Investment LP4,336$258K<0.01%-23313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4,324$257K0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC4,290$255K<0.01%new13F-HRTimeline
WP Advisors, LLC4,275$255K0.07%+1913F-HRTimeline
NewEdge Advisors, LLC4,231$252K<0.01%-93013F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd4,227$252K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,199$250K<0.01%+7413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,143$247K<0.01%-6313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,087$243K<0.01%+113F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …4,050$241K<0.01%013F-HRTimelineGroup
Accel Wealth Management4,034$240K0.06%+26113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,011$239K<0.01%013F-HRTimelineGroup
HM PAYSON & CO4,000$238K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,000$238K0.01%013F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.4,000$238K0.08%new13F-HRTimeline
Hopwood Financial Services, Inc.4,000$238K0.16%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,990$238K<0.01%new13F-HRTimelineGroup
Cedarwood Wealth LLC3,924$234K0.24%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,811$227K<0.01%+31713F-HRTimelineGroup
NORDEN GROUP LLC3,688$220K0.02%-85613F-HRTimeline
Sovereign Financial Group, Inc.3,645$217K0.04%-4113F-HRTimeline
HB Wealth Management, LLC3,626$216K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,553$214K<0.01%+11713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,525$210K0.01%+1,40613F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC3,524$210K0.01%+1913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,469$207K<0.01%013F-HRTimelineGroup
PFG Advisors3,455$206K0.01%new13F-HRTimeline
GUERRA PAN ADVISORS, LLC3,432$204K0.13%+113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,409$203K<0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC3,400$202K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,390$202K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,299$196K<0.01%+1,88613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,153$188K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors2,989$178K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,947$175K0.01%-713F-HRTimelineGroup
TD Waterhouse Canada Inc.2,889$174K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,758$164K0.02%013F-HRTimeline
Balentine LLC2,640$157K0.01%013F-HRTimeline
Nemes Rush Group LLC2,150$128K0.01%013F-HRTimeline
BigSur Wealth Management LLC1,925$115K0.03%-1,00013F-HRTimeline
Federation des caisses Desjardins du Qu…1,920$114K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,909$114K<0.01%-32,19513F-HRTimeline
LANARK FINANCIAL, INC.1,889$112K0.01%+26313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,538$91.6K<0.01%+813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,525$91.6K0.01%+7113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,505$89.6K<0.01%+15913F-HRTimelineGroup
Capital Investment Counsel, Inc1,425$84.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,381$82.2K0.03%-97913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,365$81.3K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG1,260$75K<0.01%013F-HRTimelineGroup
Napier Financial, LLC1,252$74.6K0.02%new13F-HRTimeline
Provident Wealth Management, LLC1,250$74.4K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,140$67.9K0.01%-55013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$65.5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners1,090$64.9K<0.01%-1213F-HRTimeline
CoreCap Advisors, LLC1,061$63.2K<0.01%013F-HRTimeline