SS SPDR S&P Bank ETFKBEETF
13F holders, Q4 2024 (December 31)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 |
| Equitable Holdings, Inc. | 0.01% | Add +9.2% | 9,587 | $532K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 9,294 | $516K |
| Stephens Inc. | 0.01% | Reduce -2.6% | 9,241 | $513K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 9,179 | $509K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.3% | 8,899 | $494K |
| Wealthspire Advisors, LLC | 0.00% | New | 8,831 | $490K |
| Integrated Advisors Network LLC | 0.02% | Add +1.1% | 8,798 | $488K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.8% | 8,746 | $485K |
| Ocean Park Asset Management, LLC | 0.02% | New | 8,700 | $483K |
| Cowa, LLC | 0.23% | Reduce -32.8% | 8,685 | $482K |
| Berkshire Asset Management LLC | 0.02% | No change | 8,287 | $481K |
| Paloma Partners Management Co | 0.04% | New | 8,666 | $481K |
| Montecito Bank & Trust | 0.08% | No change | 8,490 | $471K |
| Corient Private Wealth LP | 0.00% | Add +22.6% | 8,425 | $467K |
| Waldron Private Wealth LLC | 0.02% | No change | 8,287 | $460K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,622 | $456K |
| Chartist Inc. | 0.23% | Reduce -0.8% | 8,148 | $452K |
| Total Wealth Planning & Management, Inc. | 0.44% | — | 8,055 | $447K |
| NewEdge Advisors, LLC | 0.00% | Add +21.1% | 8,052 | $447K |
| GFG Capital, LLC | 0.12% | New | 8,048 | $446K |
| Sig Brokerage, LP | 0.21% | — | 7,898 | $438K |
| StoneX Group Inc. | 0.02% | New | 7,640 | $424K |
| Objective Capital Management, LLC | 0.28% | No change | 7,554 | $419K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -5.8% | 7,428 | $412K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,419 | $412K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +118.7% | 7,048 | $391K |
| Formidable Asset Management, LLC | 0.06% | No change | 7,000 | $388K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.5% | 6,825 | $379K |
| Meitav Investment House Ltd. | 0.01% | Reduce -68.9% | 6,748 | $374K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.3% | 6,274 | $371K |
| Quantessence Capital LLC | 0.15% | — | 6,610 | $367K |
| American Institute for Advanced Investment Management, LLP | 0.27% | New | 6,535 | $362K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,353 | $352K |
| Samalin Investment Counsel, LLC | 0.15% | Add +0.5% | 6,297 | $349K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,200 | $344K |
| Sage Capital Management, LLC | 0.17% | Reduce -13.4% | 6,134 | $340K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.1% | 6,075 | $337K |
| Cerity Partners LLC | 0.00% | Add +18.3% | 5,936 | $329K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 5,643 | $313K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.1% | 5,634 | $313K |
| Group One Trading LLC | 0.01% | New | 5,603 | $311K |
| Assetmark, Inc. | 0.00% | Reduce -3.9% | 5,532 | $307K |
| MML Investors Services, LLC | 0.00% | Reduce -83.2% | 5,203 | $289K |
| Essex Financial Services, Inc. | 0.02% | Add +23.8% | 5,197 | $288K |
| Magnus Financial Group LLC | 0.03% | Add +13.6% | 5,166 | $287K |
| Spire Wealth Management | 0.01% | Reduce -33.2% | 5,130 | $285K |
| FMR LLC | 0.00% | Add +18.8% | 5,121 | $284K |
| Evoke Wealth, LLC | 0.01% | New | 5,070 | $281K |
| IFP Advisors, Inc | 0.01% | Add +6.4% | 5,000 | $277K |
| WP Advisors, LLC | 0.09% | Add +0.6% | 4,876 | $270K |
| Symphony Financial Services, Inc. | 0.21% | Reduce -2.0% | 4,798 | $266K |
| Fisher Asset Management | 0.00% | Add +23.1% | 4,720 | $262K |
| Synovus Financial Corp. | 0.00% | Reduce -47.6% | 4,651 | $258K |
| Institute for Wealth Management, LLC. | 0.03% | Add +4.3% | 4,606 | $255K |
| XML Financial, LLC | 0.02% | Reduce -12.7% | 4,597 | $255K |
| BNP Paribas Financial Markets | 0.00% | Add +132.9% | 4,565 | $253K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 4,550 | $252K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -10.1% | 4,463 | $248K |
| GTS Securities LLC | 0.01% | New | 4,400 | $244K |
| Courier Capital LLC | 0.02% | Reduce -0.4% | 4,373 | $243K |
| Vectors Research Management, LLC | 0.08% | No change | 4,215 | $234K |
| Cary Street Partners Financial LLC | 0.01% | — | 4,194 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,154 | $230K |
| SOL Capital Management CO | 0.03% | No change | 4,097 | $227K |
| Avitas Wealth Management LLC | 0.03% | Reduce -4.4% | 4,090 | $227K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.6% | 4,034 | $224K |
| CW Advisors, LLC | 0.00% | New | 4,011 | $222K |
| Hopwood Financial Services, Inc. | 0.17% | — | 4,000 | $222K |
| Diligent Investors, LLC | 0.05% | No change | 4,000 | $222K |
| HM Payson & Co. | 0.00% | No change | 4,000 | $222K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.0% | 3,934 | $218K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 3,917 | $217K |
| Itau Unibanco Holding S.A. | 0.01% | New | 3,782 | $210K |
| International Assets Investment Management, LLC | 0.02% | New | 3,801 | $209K |
| Mariner, LLC | 0.00% | New | 3,700 | $205K |
| Northern Trust Corp. | 0.00% | New | 3,650 | $202K |
| NBT Bank, N.A. | 0.01% | No change | 3,546 | $197K |
| Comerica Bank | 0.00% | No change | 3,446 | $191K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.4% | 3,429 | $190K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.6% | 3,300 | $183K |
| Fifth Third Bancorp | 0.00% | Add +5.5% | 3,096 | $172K |
| Heritage Wealth Advisors | 0.01% | Reduce -17.1% | 2,989 | $166K |
| TD Waterhouse Canada Inc. | 0.00% | Add +108.5% | 2,883 | $160K |
| CoreCap Advisors, LLC | 0.01% | Add +3.1% | 2,833 | $157K |
| Balentine LLC | 0.01% | No change | 2,640 | $146K |
| Nemes Rush Group LLC | 0.01% | No change | 2,150 | $119K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,710 | $95K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,690 | $94K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,650 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.5% | 1,645 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.1% | 1,540 | $85K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -27.3% | 1,425 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +145.9% | 1,264 | $70K |
| BlackRock, Inc. | 0.00% | New | 1,226 | $68K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -3.7% | 1,170 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,150 | $64K |
| Rothschild Investment LLC | 0.00% | No change | 1,125 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,100 | $61K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $55K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 938 | $52K |
| Rialto Wealth Management, LLC | 0.02% | — | 915 | $51K |
| Jones Financial Companies LLLP | 0.00% | Add +1008.8% | 887 | $49K |
| Cwm, LLC | 0.00% | No change | 884 | $49K |
| New Wave Wealth Advisors LLC | 0.02% | New | 828 | $46K |
| WASHINGTON TRUST Co | 0.00% | No change | 772 | $43K |
| US Bancorp \de | 0.00% | No change | 740 | $41K |
| North Star Investment Management Corp. | 0.00% | Reduce -99.1% | 700 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 623 | $35K |
| Blair William & Co. | 0.00% | Reduce -85.7% | 614 | $34K |
| Valley National Advisers Inc. | 0.01% | No change | 528 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.6% | 496 | $28K |
| Transcendent Capital Group LLC | 0.01% | Reduce -98.5% | 480 | $27K |
| Bessemer Group Inc. | 0.00% | No change | 450 | $25K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.8% | 405 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.8% | 367 | $20K |
| Trust Co | 0.00% | No change | 356 | $20K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 355 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 342 | $19K |
| Founders Capital Management | 0.01% | No change | 300 | $17K |
| Golden State Wealth Management, LLC | 0.00% | — | 300 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 300 | $17K |
| Viewpoint Capital Management LLC | 0.01% | No change | 275 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 225 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 209 | $12K |
| Bogart Wealth, LLC | 0.00% | New | 200 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 170 | $9K |
| Register Financial Advisors LLC | 0.00% | No change | 150 | $8K |
| Compass Financial Services Inc | 0.00% | — | 141 | $8K |
| Lee Danner & Bass Inc. | 0.00% | New | 125 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 110 | $6K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $6K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 128 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 100 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $6K |
| Archer Investment Corp | 0.00% | No change | 91 | $5K |
| Mather Group, Llc. | 0.00% | New | 90 | $5K |
| Stonebridge Financial Group, LLC | 0.00% | — | 89 | $5K |
| Howe & Rusling Inc. | 0.00% | New | 86 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 82 | $5K |
| Rise Advisors, LLC | 0.00% | Reduce -24.2% | 69 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 66 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 55 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 40 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 31 | $2K |
| AE Wealth Management LLC | 0.00% | New | 30 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 22 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -60.0% | 4 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 17 | $943 |
| Allworth Financial LP | 0.00% | New | 14 | $812 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $555 |
| Aspetuck Financial Management LLC | 0.00% | — | 5 | $277 |
| NFSG Corp | 0.00% | No change | 5 | $277 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $69 |
| Macquarie Group Ltd. | 0.00% | New | 1,025 | $57 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $55 |
| 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.