SS SPDR S&P Bank ETFKBEETF
13F holders, Q1 2024 (March 31)216holders
4famous investors
$47.08avg. 13F price*
At the end of Q1 2024, 216 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings. The largest holders were Goldman Sachs Group Inc. ($175.9M), Morgan Stanley ($74.8M) and Bank of America Corp. ($39.0M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Bank ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $52.6M |
| Exits | 45 | $92.4M |
Ownership 216 holders
| Goldman Sachs Group Inc. | 0.04% | Reduce -25.9% | 3,734,517 | $175.9M |
| Morgan Stanley | 0.01% | Reduce -29.2% | 1,589,035 | $74.8M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 829,048 | $39.0M |
| Wharton Business Group, LLC | 0.98% | Add +0.1% | 431,851 | $20.3M |
| Flagship Harbor Advisors, LLC | 1.16% | New | 384,786 | $18.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.6% | 373,292 | $17.6M |
| UBS Group AG | 0.01% | Reduce -6.7% | 331,389 | $15.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.27% | No change | 300,000 | $14.1M |
| Squarepoint Ops LLC | 0.06% | New | 295,124 | $13.9M |
| Wells Fargo & Company | 0.00% | Reduce -35.8% | 292,034 | $13.8M |
| D. E. Shaw & Co. | 0.02% | Add +127.9% | 276,881 | $13.0M |
| Captrust Financial Advisors | 0.05% | Reduce -5.7% | 261,951 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.8% | 255,740 | $12.0M |
| Millennium Management | 0.01% | Reduce -18.5% | 231,090 | $10.9M |
| LPL Financial LLC | 0.01% | Reduce -6.4% | 208,396 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +21.1% | 205,765 | $9.7M |
| Altfest L J & Co. Inc. | 1.32% | Reduce -1.4% | 198,335 | $9.3M |
| ProVise Management Group, LLC | 0.75% | Add +9.2% | 184,841 | $8.7M |
| Alaska Permanent Fund Corp | 0.12% | No change | 180,000 | $8.5M |
| SG Americas Securities, LLC | 0.04% | Reduce -13.9% | 174,882 | $8.2M |
| Citadel Advisors | 0.01% | Add +602.5% | 170,155 | $8.0M |
| BNP Paribas Financial Markets | 0.01% | Add +546.0% | 166,353 | $7.8M |
| Mirabella Financial Services LLP | 0.49% | New | 143,980 | $6.8M |
| Citigroup Inc. | 0.01% | Reduce -10.8% | 128,043 | $6.0M |
| Castlekeep Investment Advisors LLC | 3.74% | Reduce -2.7% | 110,337 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +4.1% | 96,058 | $4.5M |
| Belpointe Asset Management LLC | 0.33% | Add +1642.7% | 93,929 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.3% | 78,484 | $3.7M |
| DRW Securities, LLC | 0.20% | New | 75,000 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +23.0% | 74,338 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +101.2% | 73,514 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +314.6% | 62,434 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -2.4% | 57,917 | $2.7M |
| Evolution Wealth Advisors, LLC | 0.49% | Reduce -70.6% | 54,697 | $2.6M |
| Capital Fund Management S.A. | 0.03% | Add +65.0% | 53,559 | $2.5M |
| Sandy Spring Bank | 0.11% | Reduce -2.5% | 53,548 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -1.5% | 49,717 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.6% | 47,468 | $2.2M |
| North Star Investment Management Corp. | 0.16% | Reduce -0.9% | 46,556 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.8% | 33,614 | $1.6M |
| Segment Wealth Management, LLC | 0.12% | No change | 32,690 | $1.5M |
| Prudential Financial Inc. | 0.00% | New | 30,802 | $1.5M |
| Aspen Grove Capital, LLC | 0.40% | Reduce 0.0% | 29,920 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 28,495 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.3% | 27,193 | $1.3M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -41.5% | 25,952 | $1.2M |
| VCI Wealth Management LLC | 0.78% | Reduce -16.2% | 24,603 | $1.2M |
| International Assets Investment Management, LLC | 0.12% | New | 23,933 | $1.1M |
| Meitav Investment House Ltd. | 0.02% | No change | 21,718 | $1.0M |
| GM Advisory Group, LLC | 0.07% | No change | 20,525 | $967K |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 20,472 | $964K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.9% | 20,116 | $948K |
| Bank of Montreal | 0.00% | Reduce -11.7% | 20,069 | $946K |
| Visionary Horizons, LLC | 0.73% | Reduce -75.5% | 21,427 | $938K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 18,172 | $856K |
| Main Management LLC | 0.07% | Reduce -42.7% | 17,500 | $824K |
| Trexquant Investment LP | 0.01% | New | 15,498 | $730K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.0% | 15,349 | $723K |
| Avior Wealth Management, LLC | 0.03% | New | 15,000 | $707K |
| Aspen Investment Management Inc | 0.35% | Add +0.5% | 14,780 | $696K |
| Curi Capital, LLC | 0.02% | No change | 14,587 | $687K |
| Simmons Bank | 0.05% | Reduce -9.5% | 14,295 | $673K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -55.6% | 14,182 | $668K |
| Wolverine Trading, LLC | 0.01% | New | 13,761 | $648K |
| Two Sigma Advisers, LP | 0.00% | New | 13,500 | $636K |
| Calton & Associates, Inc. | 0.30% | Add +20.3% | 13,188 | $621K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | No change | 12,658 | $596K |
| Exchange Capital Management, Inc. | 0.10% | Reduce -1.4% | 12,558 | $591K |
| Credit Agricole S A | 0.01% | Add +34.5% | 13,554 | $588K |
| BigSur Wealth Management LLC | 0.18% | No change | 12,325 | $581K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 12,100 | $570K |
| Cowa, LLC | 0.32% | New | 11,543 | $544K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -8.8% | 11,462 | $540K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.5% | 11,437 | $537K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.0% | 11,401 | $537K |
| Pathstone Holdings, LLC | 0.00% | No change | 11,306 | $533K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -14.2% | 11,115 | $524K |
| Quantbot Technologies LP | 0.03% | New | 11,000 | $518K |
| MAI Capital Management | 0.01% | Add +11.4% | 10,990 | $518K |
| Flow Traders U.S. LLC | 0.03% | New | 10,877 | $512K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.7% | 10,724 | $505K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.6% | 10,657 | $502K |
| WP Advisors, LLC | 0.16% | Reduce -4.8% | 10,364 | $488K |
| North Star Asset Management Inc. | 0.02% | Reduce -20.7% | 10,347 | $487K |
| Vima LLC | 0.55% | Add +7.0% | 12,879 | $477K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.1% | 10,072 | $474K |
| HB Wealth Management, LLC | 0.01% | No change | 9,821 | $463K |
| Waverly Advisors, LLC | 0.01% | New | 9,666 | $455K |
| National Bank of Canada | 0.00% | Add +13.3% | 9,544 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 9,505 | $448K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 9,222 | $434K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -24.0% | 9,177 | $432K |
| Integrated Advisors Network LLC | 0.02% | Reduce -29.4% | 9,170 | $432K |
| Innealta Capital, LLC | 0.18% | No change | 9,075 | $427K |
| Berkshire Asset Management LLC | 0.02% | No change | 9,037 | $426K |
| Synovus Financial Corp. | 0.01% | Add +56.7% | 8,998 | $424K |
| Stephens Inc. | 0.01% | Add +17.5% | 8,840 | $416K |
| Walleye Capital LLC | 0.00% | New | 8,800 | $414K |
| Chartist Inc. | 0.21% | Reduce -1.8% | 8,538 | $402K |
| Wintrust Investments LLC | 0.04% | Reduce -17.3% | 8,498 | $400K |
| Montecito Bank & Trust | 0.08% | No change | 8,490 | $400K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -3.7% | 8,466 | $399K |
| Objective Capital Management, LLC | 0.27% | No change | 8,414 | $396K |
| Equitable Holdings, Inc. | 0.00% | Reduce -9.0% | 8,369 | $394K |
| Waldron Private Wealth LLC | 0.02% | No change | 8,287 | $390K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.5% | 7,855 | $370K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.7% | 7,471 | $352K |
| Mariner, LLC | 0.00% | Reduce -50.0% | 7,413 | $349K |
| Formidable Asset Management, LLC | 0.05% | Reduce -0.7% | 7,050 | $332K |
| Sage Capital Management, LLC | 0.18% | Add +0.7% | 6,989 | $329K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 6,738 | $318K |
| Wealthfront Advisers LLC | 0.00% | Add +11.0% | 6,642 | $313K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,628 | $312K |
| Corient Private Wealth LP | 0.00% | Reduce -12.8% | 6,614 | $312K |
| SOL Capital Management CO | 0.04% | Reduce -9.3% | 6,267 | $295K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,200 | $292K |
| Creative Planning | 0.00% | Reduce -29.8% | 6,113 | $288K |
| HRT Financial LP | 0.00% | New | 6,011 | $283K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.2% | 5,933 | $279K |
| Tudor Investment Corporation | 0.00% | New | 5,867 | $276K |
| MML Investors Services, LLC | 0.00% | Reduce -87.7% | 5,825 | $274K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -50.6% | 5,476 | $258K |
| Courier Capital LLC | 0.02% | Reduce -1.2% | 5,414 | $255K |
| Toth Financial Advisory Corp. | 0.03% | No change | 5,390 | $254K |
| Mutual Advisors, LLC | 0.01% | Add +1.6% | 5,322 | $251K |
| Vectors Research Management, LLC | 0.07% | Reduce -1.2% | 5,290 | $249K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,154 | $243K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -81.1% | 5,112 | $241K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,058 | $238K |
| Magnus Financial Group LLC | 0.03% | New | 4,839 | $228K |
| Advisor Resource Council | 0.10% | New | 4,924 | $227K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -22.6% | 4,662 | $220K |
| Cerity Partners LLC | 0.00% | Reduce -0.2% | 4,617 | $217K |
| Jackson Hole Capital Partners, LLC | 0.05% | New | 4,550 | $214K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.5% | 4,417 | $208K |
| Lineweaver Wealth Advisors, LLC | 0.05% | Reduce -20.9% | 4,284 | $202K |
| HM Payson & Co. | 0.00% | No change | 4,000 | $188K |
| Comerica Bank | 0.00% | Reduce -37.2% | 3,913 | $184K |
| CoreCap Advisors, LLC | 0.01% | Reduce -32.9% | 3,875 | $183K |
| Spire Wealth Management | 0.00% | Reduce -53.1% | 3,666 | $173K |
| Heritage Wealth Advisors | 0.01% | Reduce -14.6% | 3,604 | $170K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.3% | 3,378 | $159K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.1% | 3,224 | $152K |
| FMR LLC | 0.00% | Add +25.5% | 3,029 | $143K |
| IFP Advisors, Inc | 0.01% | Reduce -27.0% | 2,700 | $127K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,523 | $117K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,428 | $114K |
| Fifth Third Bancorp | 0.00% | No change | 2,300 | $108K |
| AlphaMark Advisors, LLC | 0.04% | Reduce -0.9% | 2,230 | $105K |
| Nemes Rush Group LLC | 0.01% | No change | 2,150 | $101K |
| Carolinas Wealth Consulting LLC | 0.02% | New | 1,710 | $81K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,700 | $80K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -86.3% | 1,626 | $77K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.0% | 1,569 | $74K |
| Barclays PLC | 0.00% | Add +1765.5% | 1,567 | $74K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 1,254 | $59K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -21.4% | 1,265 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -10.8% | 1,100 | $52K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 938 | $43K |
| Cwm, LLC | 0.00% | Reduce -31.6% | 884 | $42K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.8% | 818 | $39K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 815 | $38K |
| WASHINGTON TRUST Co | 0.00% | No change | 772 | $36K |
| SouthState Bank Corp | 0.00% | Reduce -73.7% | 733 | $35K |
| Spotlight Asset Group, Inc. | 0.02% | No change | 700 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 623 | $29K |
| Tyler-Stone Wealth Management | 0.01% | Add +0.2% | 542 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 514 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 528 | $24K |
| Princeton Global Asset Management LLC | 0.01% | New | 500 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.8% | 487 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 423 | $20K |
| Private Trust Co. NA | 0.00% | No change | 400 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 400 | $19K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -70.0% | 396 | $19K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -49.6% | 360 | $17K |
| Trust Co | 0.00% | New | 356 | $17K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 335 | $16K |
| Realta Investment Advisors | 0.00% | New | 307 | $14K |
| Founders Capital Management | 0.01% | No change | 300 | $14K |
| Y.D. More Investments Ltd | 0.00% | No change | 300 | $14K |
| Viewpoint Capital Management LLC | 0.01% | No change | 275 | $13K |
| Arax Advisory Partners | 0.00% | Add +0.7% | 273 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 210 | $10K |
| Register Financial Advisors LLC | 0.00% | No change | 200 | $9K |
| Addison Advisors LLC | 0.00% | No change | 200 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 180 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -99.6% | 168 | $8K |
| Colonial Trust Advisors | 0.00% | New | 150 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 135 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 115 | $5K |
| Balefire, LLC | 0.00% | Reduce -15.4% | 110 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $5K |
| Mather Group, Llc. | 0.00% | New | 106 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $5K |
| Assetmark, Inc. | 0.00% | No change | 100 | $5K |
| US Bancorp \de | 0.00% | No change | 95 | $4K |
| Rise Advisors, LLC | 0.00% | Reduce -37.9% | 90 | $4K |
| Archer Investment Corp | 0.00% | Add +1.1% | 90 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 75 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 66 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 55 | $3K |
| Blair William & Co. | 0.00% | Reduce -96.5% | 50 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -80.7% | 49 | $2K |
| Toronto Dominion Bank | 0.00% | No change | 45 | $2K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 44 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 30 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 40 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 30 | $1K |
| Amundi | 0.00% | No change | 30 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 22 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 10 | $471 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 10 | $471 |
| NFSG Corp | 0.00% | Reduce -99.0% | 5 | $236 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $47 |
| Coston, McIsaac & Partners | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is KBE's weight in each manager's 13F, not the share of SS SPDR S&P Bank ETF the manager owns.