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

0100200300 Q1 2024: 216Q1 2024Q2 2024: 212Q2 2024Q3 2024: 217Q3 2024Q4 2024: 256Q4 2024Q1 2025: 242Q1 2025Q2 2025: 246Q2 2025Q3 2025: 247Q3 2025Q4 2025: 264Q4 2025Q1 2026: 249Q1 2026Q2 2026: 265Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions52$117.0M
Exits25$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.