SS SPDR S&P Bank ETFKBEETF
13F holders, Q3 2024 (September 30)217holders +5
36new positions
30sold out
4famous investors
$52.93avg. 13F price*
At the end of Q3 2024, 217 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings, up 5 from Q2 2024. 36 opened new positions and 30 sold out. The largest holders were Goldman Sachs Group Inc. ($163.1M), Morgan Stanley ($86.5M) and Citigroup Inc. ($70.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q3 2024)
- CUSIP
- 78464A797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $50.2M |
| Exits | 30 | $19.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,973,147 shares bought and 2,818,847 shares sold, net +154,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Goldman Sachs Group Inc. | 0.03% | Reduce -9.6% | 3,084,418 | $163.1M |
| Morgan Stanley | 0.01% | Add +8.9% | 1,634,740 | $86.5M |
| Citigroup Inc. | 0.07% | Add +372.7% | 1,339,899 | $70.9M |
| Bank of America Corp. | 0.00% | Add +11.2% | 719,949 | $38.1M |
| Wharton Business Group, LLC | 1.01% | Reduce -0.5% | 425,346 | $22.5M |
| Janney Capital Management LLC | 1.34% | New | 374,452 | $19.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.8% | 362,110 | $19.2M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 326,758 | $17.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.27% | No change | 300,000 | $15.9M |
| Altfest L J & Co. Inc. | 1.99% | Add +43.6% | 282,195 | $14.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -43.7% | 278,300 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +171.4% | 248,288 | $13.1M |
| LPL Financial LLC | 0.01% | Add +15.6% | 236,951 | $12.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.3% | 218,384 | $11.6M |
| ProVise Management Group, LLC | 0.82% | Add +2.5% | 195,730 | $10.4M |
| Alaska Permanent Fund Corp | 0.12% | Add +45.7% | 153,000 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 148,930 | $7.9M |
| UBS Group AG | 0.00% | Add +20.1% | 148,003 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -40.6% | 143,477 | $7.6M |
| Millennium Management | 0.01% | Add +1298.1% | 127,952 | $6.8M |
| Twin Tree Management, LP | 0.16% | New | 126,654 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.8% | 112,040 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +29.4% | 106,094 | $5.6M |
| Castlekeep Investment Advisors LLC | 3.75% | Add +10.9% | 103,762 | $5.5M |
| SG Americas Securities, LLC | 0.02% | Reduce -46.4% | 94,226 | $5.0M |
| Stifel Financial Corp. | 0.01% | Reduce -11.4% | 93,271 | $4.9M |
| Clark Capital Management Group, Inc. | 0.03% | New | 80,899 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +902.4% | 78,537 | $4.2M |
| North Star Investment Management Corp. | 0.28% | Add +60.6% | 76,601 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.7% | 75,735 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +99.0% | 66,495 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 53,387 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | New | 53,351 | $2.8M |
| Tudor Investment Corporation | 0.03% | Add +222.1% | 52,960 | $2.8M |
| Raymond James & Associates | 0.00% | Add +4.2% | 51,072 | $2.7M |
| Sandy Spring Bank | 0.11% | Reduce -2.3% | 50,947 | $2.7M |
| One Capital Management, LLC | 0.07% | New | 39,606 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +13.8% | 37,303 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -8.9% | 37,014 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 34,577 | $1.8M |
| Segment Wealth Management, LLC | 0.12% | No change | 32,690 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -50.1% | 31,688 | $1.7M |
| Transcendent Capital Group LLC | 0.85% | New | 31,396 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +433.1% | 30,911 | $1.6M |
| Aspen Grove Capital, LLC | 0.35% | No change | 29,920 | $1.6M |
| FIL Ltd | 0.00% | New | 29,297 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 28,884 | $1.5M |
| Capital Fund Management S.A. | 0.02% | Reduce -64.7% | 28,659 | $1.5M |
| Citadel Advisors | 0.00% | New | 27,487 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.3% | 24,924 | $1.3M |
| Prospera Financial Services Inc | 0.03% | New | 22,818 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +193.3% | 22,701 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | No change | 21,718 | $1.1M |
| GM Advisory Group, LLC | 0.07% | No change | 20,525 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 20,472 | $1.1M |
| Westwind Capital | 0.25% | New | 19,620 | $1.0M |
| Connective Portfolio Management, LLC | 1.83% | New | 8,000 | $1.0M |
| Bank of Montreal | 0.00% | Reduce -3.0% | 19,520 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 17,481 | $925K |
| Qube Research & Technologies Ltd | 0.00% | New | 15,736 | $832K |
| Curi Capital, LLC | 0.02% | No change | 14,587 | $772K |
| MAI Capital Management | 0.01% | Add +36.7% | 14,225 | $752K |
| Cowa, LLC | 0.33% | No change | 12,919 | $683K |
| BigSur Wealth Management LLC | 0.18% | Add +6.0% | 12,325 | $652K |
| Simmons Bank | 0.05% | Reduce -12.9% | 12,065 | $638K |
| Summit Financial, LLC | 0.02% | Reduce -0.2% | 12,007 | $635K |
| Calton & Associates, Inc. | 0.24% | Reduce -11.2% | 11,729 | $620K |
| Advisory Services Network, LLC | 0.01% | No change | 13,181 | $611K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -5.0% | 11,500 | $608K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Reduce -7.5% | 11,406 | $603K |
| Vima LLC | 1.23% | Reduce -4.4% | 11,352 | $600K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.8% | 11,166 | $591K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -2.5% | 10,765 | $569K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,321 | $546K |
| North Star Asset Management Inc. | 0.02% | Reduce -0.5% | 10,272 | $543K |
| Walleye Capital LLC | 0.01% | New | 9,902 | $524K |
| Quadrature Capital Ltd | 0.01% | New | 9,903 | $523K |
| HB Wealth Management, LLC | 0.01% | No change | 9,821 | $519K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.7% | 9,711 | $514K |
| Stephens Inc. | 0.01% | Add +7.4% | 9,491 | $502K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 9,464 | $501K |
| Truist Financial Corp. | 0.00% | Reduce -48.7% | 9,323 | $493K |
| National Bank of Canada | 0.00% | No change | 9,214 | $487K |
| Innealta Capital, LLC | 0.20% | No change | 9,075 | $480K |
| Synovus Financial Corp. | 0.01% | Reduce -1.3% | 8,884 | $470K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 8,840 | $468K |
| Equitable Holdings, Inc. | 0.00% | Add +3.3% | 8,781 | $464K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.2% | 8,699 | $460K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -17.3% | 8,622 | $456K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 8,510 | $450K |
| Montecito Bank & Trust | 0.08% | No change | 8,490 | $449K |
| Waldron Private Wealth LLC | 0.02% | No change | 8,287 | $438K |
| Chartist Inc. | 0.22% | Reduce -3.4% | 8,214 | $434K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -26.9% | 7,888 | $417K |
| Spire Wealth Management | 0.01% | Add +111.3% | 7,680 | $406K |
| Objective Capital Management, LLC | 0.23% | — | 7,554 | $400K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,419 | $392K |
| Berkshire Asset Management LLC | 0.02% | No change | 8,287 | $384K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.1% | 7,225 | $382K |
| Sage Capital Management, LLC | 0.18% | Add +0.6% | 7,085 | $375K |
| Formidable Asset Management, LLC | 0.06% | No change | 7,000 | $370K |
| Credit Agricole S A | 0.00% | Reduce -38.1% | 6,893 | $365K |
| Corient Private Wealth LP | 0.00% | Add +3.9% | 6,874 | $364K |
| Park Avenue Securities LLC | 0.00% | New | 6,849 | $362K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -74.2% | 6,700 | $354K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.6% | 6,648 | $352K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,586 | $344K |
| Cibc World Market Inc. | 0.00% | New | 6,500 | $344K |
| CX Institutional | 0.02% | New | 6,420 | $340K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.1% | 6,383 | $338K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,353 | $336K |
| Creative Planning | 0.00% | Add +0.1% | 6,317 | $334K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -4.9% | 6,267 | $331K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,200 | $328K |
| Johnson Investment Counsel Inc. | 0.00% | Add +20.3% | 6,083 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.8% | 5,968 | $316K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.6% | 5,673 | $310K |
| Assetmark, Inc. | 0.00% | Reduce -99.5% | 5,757 | $304K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.0% | 5,631 | $298K |
| Belpointe Asset Management LLC | 0.02% | Add +1.2% | 5,493 | $291K |
| Principal Securities, Inc. | 0.01% | Add +133100.0% | 5,328 | $282K |
| XML Financial, LLC | 0.03% | New | 5,267 | $279K |
| Waverly Advisors, LLC | 0.01% | Add +18.3% | 5,232 | $277K |
| Cerity Partners LLC | 0.00% | Add +8.7% | 5,017 | $265K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -3.6% | 4,966 | $263K |
| Symphony Financial Services, Inc. | 0.22% | Add +0.3% | 4,897 | $259K |
| WP Advisors, LLC | 0.09% | Reduce -48.3% | 4,847 | $256K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,772 | $252K |
| IFP Advisors, Inc | 0.01% | Add +74.1% | 4,700 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,623 | $245K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 4,550 | $241K |
| Magnus Financial Group LLC | 0.02% | Add +0.1% | 4,547 | $241K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,417 | $234K |
| Courier Capital LLC | 0.02% | Add +0.4% | 4,391 | $232K |
| FMR LLC | 0.00% | Add +20.6% | 4,309 | $229K |
| Essex Financial Services, Inc. | 0.02% | Reduce -19.2% | 4,197 | $229K |
| Blair William & Co. | 0.00% | Add +1023.0% | 4,301 | $227K |
| Avitas Wealth Management LLC | 0.03% | New | 4,278 | $226K |
| Vectors Research Management, LLC | 0.07% | New | 4,215 | $217K |
| SOL Capital Management CO | 0.02% | Reduce -10.9% | 4,097 | $217K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -37.3% | 4,100 | $217K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -32.3% | 4,017 | $212K |
| Diligent Investors, LLC | 0.05% | New | 4,000 | $212K |
| HM Payson & Co. | 0.00% | No change | 4,000 | $212K |
| Sovereign Financial Group, Inc. | 0.05% | New | 3,933 | $208K |
| Fisher Asset Management | 0.00% | Reduce -22.8% | 3,833 | $203K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 3,743 | $198K |
| Farther Finance Advisors, LLC | 0.01% | New | 3,650 | $193K |
| Heritage Wealth Advisors | 0.01% | No change | 3,604 | $191K |
| NBT Bank, N.A. | 0.01% | New | 3,546 | $188K |
| Comerica Bank | 0.00% | Reduce -9.8% | 3,446 | $182K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 3,223 | $170K |
| Fifth Third Bancorp | 0.00% | Add +16.5% | 2,936 | $155K |
| CoreCap Advisors, LLC | 0.01% | Add +1.7% | 2,747 | $145K |
| Balentine LLC | 0.01% | New | 2,640 | $140K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,523 | $133K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -19.2% | 1,961 | $104K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.7% | 1,960 | $104K |
| Nemes Rush Group LLC | 0.01% | No change | 2,150 | $101K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,710 | $90K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -68.0% | 1,690 | $89K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,670 | $88K |
| Glenmede Trust Co. NA | 0.00% | Reduce -2.9% | 1,650 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.3% | 1,425 | $75K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.6% | 1,383 | $71K |
| Barclays PLC | 0.00% | Reduce -90.8% | 1,327 | $70K |
| Lanark Financial, Inc. | 0.01% | No change | 1,252 | $66K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -38.6% | 1,215 | $64K |
| Rothschild Investment LLC | 0.00% | New | 1,125 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,100 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -65.4% | 1,000 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 938 | $50K |
| Cwm, LLC | 0.00% | Reduce -12.9% | 884 | $47K |
| WASHINGTON TRUST Co | 0.00% | No change | 772 | $41K |
| US Bancorp \de | 0.00% | Add +679.0% | 740 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 623 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 514 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -82.8% | 520 | $28K |
| Valley National Advisers Inc. | 0.00% | No change | 528 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.6% | 493 | $26K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 481 | $25K |
| Bessemer Group Inc. | 0.00% | No change | 450 | $24K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.5% | 402 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.6% | 364 | $19K |
| Trust Co | 0.00% | No change | 356 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 340 | $18K |
| Founders Capital Management | 0.01% | No change | 300 | $16K |
| Y.D. More Investments Ltd | 0.00% | No change | 300 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 275 | $14K |
| WFA of San Diego, LLC | 0.01% | No change | 215 | $11K |
| CENTRAL TRUST Co | 0.00% | Reduce -30.3% | 209 | $11K |
| Ancora Advisors LLC | 0.00% | Reduce -50.0% | 200 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 180 | $10K |
| Pacifica Partners Inc. | 0.00% | New | 170 | $9K |
| Register Financial Advisors LLC | 0.00% | No change | 150 | $8K |
| TD Capital Management LLC | 0.00% | New | 130 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $5K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 91 | $5K |
| Archer Investment Corp | 0.00% | Add +1.1% | 91 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -23.8% | 80 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 66 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 40 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 31 | $2K |
| Amundi | 0.00% | No change | 30 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 22 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -66.7% | 10 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 17 | $890 |
| LMR Partners LLP | 0.00% | New | 15 | $793 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $528 |
| Peterson Financial Group, Inc. | 0.00% | New | 5 | $264 |
| NFSG Corp | 0.00% | No change | 5 | $264 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $53 |
| 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.