SS SPDR S&P Bank ETFKBEETF
13F holders, Q4 2024 (December 31)256holders +39
52new positions
25sold out
4famous investors
$55.46avg. 13F price*
At the end of Q4 2024, 256 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings, up 39 from Q3 2024. 52 opened new positions and 25 sold out. The largest holders were Goldman Sachs Group Inc. ($191.0M), JPMorgan Chase & Co. ($128.2M) and Morgan Stanley ($71.1M). 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 (Q4 2024)
- CUSIP
- 78464A797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $117.0M |
| Exits | 25 | $21.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,108,549 shares bought and 3,053,511 shares sold, net +5,055,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Goldman Sachs Group Inc. | 0.04% | Add +11.7% | 3,443,774 | $191.0M |
| JPMorgan Chase & Co. | 0.01% | Add +1963.2% | 2,311,639 | $128.2M |
| Morgan Stanley | 0.01% | Reduce -21.6% | 1,280,890 | $71.1M |
| Harel Insurance Investments & Financial Services Ltd. | 1.06% | Add +290.0% | 1,170,000 | $64.9M |
| Bank of America Corp. | 0.00% | Add +23.1% | 885,963 | $49.1M |
| Jane Street Group, LLC | 0.06% | Add +815.4% | 718,899 | $39.9M |
| UBS Group AG | 0.01% | Add +361.9% | 683,611 | $37.9M |
| Wharton Business Group, LLC | 1.03% | Reduce -3.6% | 409,821 | $22.7M |
| LPL Financial LLC | 0.01% | Add +59.0% | 376,691 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.5% | 364,031 | $20.2M |
| Janney Capital Management LLC | 1.32% | Reduce -3.7% | 360,697 | $20.0M |
| Millennium Management | 0.02% | Add +181.4% | 360,001 | $20.0M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 346,511 | $19.2M |
| TLWM | 3.52% | New | 322,179 | $17.9M |
| Citadel Advisors | 0.01% | Add +951.0% | 288,883 | $16.0M |
| Altfest L J & Co. Inc. | 1.98% | Reduce -0.7% | 280,282 | $15.5M |
| Edmond DE Rothschild Holding S.A. | 0.25% | New | 261,062 | $14.5M |
| Madison Asset Management, LLC | 0.16% | New | 260,368 | $14.4M |
| Madison Investment Advisors, LLC | 0.16% | — | 260,368 | $14.4M |
| Jefferies Financial Group Inc. | 0.16% | New | 242,783 | $13.5M |
| Raymond James Financial Inc. | 0.00% | — | 211,093 | $11.7M |
| ProVise Management Group, LLC | 0.90% | Reduce -3.0% | 189,778 | $10.5M |
| Angeles Investment Advisors, LLC | 0.47% | New | 175,500 | $9.7M |
| Balyasny Asset Management L.P. | 0.02% | Add +2441.9% | 170,307 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 155,613 | $8.6M |
| Alaska Permanent Fund Corp | 0.13% | No change | 153,000 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -90.4% | 128,795 | $7.1M |
| Captrust Financial Advisors | 0.02% | Reduce -19.0% | 116,224 | $6.4M |
| SPX Gestao de Recursos Ltda | 0.94% | New | 112,734 | $6.3M |
| Crestline Management, L.P. | 0.19% | New | 95,916 | $5.3M |
| Castlekeep Investment Advisors LLC | 3.61% | Reduce -10.5% | 92,849 | $5.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 92,162 | $5.1M |
| Pinnbrook Capital Management LP | 1.74% | New | 89,366 | $5.0M |
| Bank of Montreal | 0.00% | Add +343.5% | 86,569 | $4.8M |
| Capstone Investment Advisors, LLC | 0.06% | New | 85,924 | $4.8M |
| Belpointe Asset Management LLC | 0.26% | Add +1378.9% | 81,237 | $4.4M |
| Trans-Canada Capital Inc. | 0.39% | — | 70,000 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.2% | 67,674 | $3.8M |
| Simplex Trading, LLC | 0.10% | New | 66,990 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +587.6% | 66,770 | $3.7M |
| Cercano Management LLC | 0.09% | New | 65,601 | $3.6M |
| Baker Avenue Asset Management, LP | 0.10% | Add +10.9% | 59,157 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.50% | No change | 53,387 | $3.0M |
| Vicus Capital | 0.26% | New | 52,184 | $2.9M |
| Sandy Spring Bank | 0.11% | Reduce -3.9% | 48,957 | $2.7M |
| Prospera Financial Services Inc | 0.06% | Add +89.1% | 43,151 | $2.4M |
| One Capital Management, LLC | 0.08% | Add +8.4% | 42,944 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -82.3% | 38,722 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -86.6% | 37,240 | $2.1M |
| Tudor Investment Corporation | 0.02% | Reduce -31.0% | 36,550 | $2.0M |
| Walleye Capital LLC | 0.02% | Add +266.6% | 36,304 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.6% | 35,323 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +1.5% | 35,106 | $1.9M |
| Barclays PLC | 0.00% | Add +2411.6% | 33,329 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +3.3% | 32,726 | $1.8M |
| Segment Wealth Management, LLC | 0.12% | No change | 32,690 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 31,574 | $1.8M |
| Ibex Wealth Advisors | 0.20% | New | 30,344 | $1.7M |
| Aspen Grove Capital, LLC | 0.35% | No change | 29,920 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 28,700 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.77% | — | 26,749 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +4531.5% | 24,084 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +826.8% | 23,382 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -65.3% | 23,042 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.8% | 22,979 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -25.8% | 21,258 | $1.2M |
| Sowell Financial Services LLC | 0.06% | New | 20,618 | $1.1M |
| GM Advisory Group, LLC | 0.06% | No change | 20,525 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 20,472 | $1.1M |
| Ulysses Management LLC | 0.24% | New | 19,000 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 18,158 | $1.0M |
| Amundi | 0.00% | Add +59496.7% | 17,879 | $987K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 17,759 | $985K |
| Qube Research & Technologies Ltd | 0.00% | Add +12.5% | 17,697 | $982K |
| Forum Financial Management, LP | 0.02% | New | 16,979 | $942K |
| MAI Capital Management | 0.01% | Add +11.7% | 15,887 | $881K |
| Curi Capital, LLC | 0.02% | No change | 14,587 | $809K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -37.4% | 14,209 | $790K |
| Creative Planning | 0.00% | Add +124.2% | 14,163 | $786K |
| HRT Financial LP | 0.00% | New | 13,442 | $745K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.2% | 13,004 | $721K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +43.2% | 12,655 | $702K |
| BigSur Wealth Management LLC | 0.20% | No change | 12,325 | $684K |
| Wealthfront Advisers LLC | 0.00% | Add +91.1% | 12,198 | $677K |
| Eldridge Investment Advisors, Inc. | 0.15% | New | 12,000 | $666K |
| Summit Financial, LLC | 0.02% | Reduce -0.5% | 11,946 | $663K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.5% | 11,800 | $655K |
| Calton & Associates, Inc. | 0.29% | Add +0.5% | 11,786 | $654K |
| Simmons Bank | 0.05% | Reduce -3.3% | 11,665 | $647K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 11,500 | $638K |
| Mutual Advisors, LLC | 0.02% | Add +96.0% | 11,116 | $635K |
| Graves Light Lenhart Wealth, Inc. | 0.08% | No change | 11,406 | $633K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -2.8% | 10,460 | $580K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,321 | $573K |
| Truist Financial Corp. | 0.00% | Add +7.0% | 9,972 | $553K |
| SeaBridge Investment Advisors LLC | 0.12% | New | 9,970 | $553K |
| Wolverine Trading, LLC | 0.01% | New | 9,958 | $553K |
| HB Wealth Management, LLC | 0.01% | No change | 9,821 | $545K |
| North Star Asset Management Inc. | 0.02% | Reduce -4.9% | 9,772 | $542K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 9,735 | $540K |
"% 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.