SS SPDR S&P Bank ETFKBEETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 242 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings, down 14 from Q4 2024. 36 opened new positions and 46 sold out. The largest holders were Goldman Sachs Group Inc. ($181.5M), Two Sigma Investments, LP ($106.5M) and Morgan Stanley ($67.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Bank ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $127.6M |
| Exits | 46 | $113.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,170,950 shares bought and 5,585,147 shares sold, net +585,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.5% | 3,426,423 | $181.5M |
| Two Sigma Investments, LP | 0.24% | Add +5298.1% | 2,010,240 | $106.5M |
| Morgan Stanley | 0.00% | Add +0.2% | 1,282,981 | $67.9M |
| Bank of America Corp. | 0.00% | Add +14.7% | 1,016,401 | $53.8M |
| UBS Group AG | 0.01% | Reduce -7.1% | 634,975 | $33.6M |
| Edmond DE Rothschild Holding S.A. | 0.52% | Add +115.2% | 561,714 | $29.7M |
| Kapitalo Investimentos Ltda | 5.14% | New | 478,000 | $25.3M |
| Barclays PLC | 0.01% | Add +1312.0% | 470,589 | $24.9M |
| Citadel Advisors | 0.02% | Add +62.3% | 468,902 | $24.8M |
| Millennium Management | 0.02% | Add +20.4% | 433,405 | $23.0M |
| Quadrature Capital Ltd | 0.51% | New | 430,599 | $22.8M |
| Wells Fargo & Company | 0.01% | Add +21.6% | 421,279 | $22.3M |
| LPL Financial LLC | 0.01% | Add +9.8% | 413,564 | $21.9M |
| Wharton Business Group, LLC | 0.98% | Reduce -0.9% | 406,051 | $21.6M |
| Madison Asset Management, LLC | 0.23% | Add +52.8% | 397,809 | $21.1M |
| Nan Fung Trinity (hk) Ltd. | 3.26% | New | 388,500 | $20.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.8% | 370,386 | $19.6M |
| Janney Capital Management LLC | 1.28% | Reduce -2.6% | 351,444 | $18.6M |
| TLWM | 3.43% | Add +0.5% | 323,717 | $17.1M |
| Squarepoint Ops LLC | 0.04% | New | 288,125 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 230,824 | $12.2M |
| Jane Street Group, LLC | 0.02% | Reduce -69.7% | 217,625 | $11.5M |
| ProVise Management Group, LLC | 0.90% | Add +5.5% | 200,148 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.5% | 195,818 | $10.4M |
| Bank of Montreal | 0.01% | Add +117.6% | 188,351 | $10.0M |
| Castlekeep Investment Advisors LLC | 4.91% | Add +94.5% | 180,611 | $9.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +0.2% | 170,707 | $9.0M |
| TD Asset Management Inc | 0.01% | New | 143,300 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 134,749 | $7.1M |
| Citigroup Inc. | 0.01% | Add +2.4% | 131,827 | $7.0M |
| FIL Ltd | 0.01% | New | 131,180 | $6.9M |
| Aster Capital Management (DIFC) Ltd | 1.25% | New | 118,178 | $6.8M |
| Captrust Financial Advisors | 0.01% | Reduce -7.6% | 107,389 | $5.7M |
| Simplex Trading, LLC | 0.20% | Add +57.4% | 105,468 | $5.6M |
| DRW Securities, LLC | 0.47% | New | 105,009 | $5.6M |
| Alaska Permanent Fund Corp | 0.07% | Reduce -33.3% | 102,000 | $5.2M |
| Capstone Investment Advisors, LLC | 0.05% | Add +3.3% | 88,727 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +23.7% | 83,725 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 81,264 | $4.3M |
| Trans-Canada Capital Inc. | 0.30% | No change | 70,000 | $3.7M |
| Baker Avenue Asset Management, LP | 0.11% | Add +9.9% | 64,990 | $3.4M |
| Vicus Capital | 0.28% | Add +7.1% | 55,878 | $3.0M |
| Evolution Wealth Advisors, LLC | 0.47% | Reduce -0.7% | 53,022 | $2.8M |
| Tudor Investment Corporation | 0.02% | Add +39.1% | 50,827 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 49,313 | $2.6M |
| Sandy Spring Bank | 0.11% | Reduce -0.7% | 48,631 | $2.6M |
| First Trust Advisors LP | 0.00% | New | 42,505 | $2.3M |
| GM Advisory Group, LLC | 0.11% | Add +95.2% | 40,059 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +8.5% | 38,310 | $2.0M |
| Great Diamond Partners, LLC | 0.53% | New | 36,940 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +695.3% | 36,304 | $1.9M |
| Segment Wealth Management, LLC | 0.12% | No change | 32,690 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 32,336 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 31,925 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +34.4% | 30,959 | $1.6M |
| Aspen Grove Capital, LLC | 0.30% | No change | 29,920 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -31.0% | 29,628 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.3% | 29,393 | $1.6M |
| Ibex Wealth Advisors | 0.20% | Reduce -4.4% | 28,996 | $1.5M |
| Arlington Capital Management, Inc. | 1.13% | New | 28,159 | $1.5M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -89.7% | 25,000 | $1.3M |
| Riggs Asset Managment Co. Inc. | 0.36% | New | 23,557 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 23,483 | $1.2M |
| Capital Fund Management S.A. | 0.02% | Add +8.9% | 23,155 | $1.2M |
| Quantitative Investment Management, LLC | 0.11% | New | 21,883 | $1.2M |
| Credit Industriel Et Commercial | 0.25% | New | 21,266 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 20,472 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 23,640 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 20,030 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +169.3% | 18,979 | $1.0M |
| Garda Capital Partners LP | 0.55% | New | 18,421 | $976K |
| Osaic Holdings, Inc. | 0.00% | Add +90.9% | 16,988 | $900K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 16,991 | $900K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 16,983 | $899K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -94.1% | 16,478 | $873K |
| IMC-Chicago, LLC | 0.03% | New | 14,830 | $785K |
| Curi Capital, LLC | 0.02% | No change | 14,587 | $773K |
| Equitable Holdings, Inc. | 0.01% | Add +44.7% | 13,874 | $735K |
| MAI Capital Management | 0.01% | Reduce -13.2% | 13,791 | $730K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -66.2% | 13,074 | $692K |
| BigSur Wealth Management LLC | 0.18% | No change | 12,325 | $653K |
| Summit Financial, LLC | 0.02% | Add +3.0% | 12,310 | $652K |
| Calton & Associates, Inc. | 0.14% | Reduce -0.1% | 11,770 | $623K |
| Sanctuary Advisors, LLC | 0.00% | Add +86.1% | 11,677 | $618K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.1% | 11,550 | $612K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | No change | 11,406 | $604K |
| Marshall Wace, LLP | 0.00% | New | 11,158 | $591K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -6.5% | 10,750 | $569K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.6% | 11,053 | $556K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,321 | $547K |
| Truist Financial Corp. | 0.00% | Add +3.5% | 10,320 | $547K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 10,228 | $542K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +49.1% | 10,176 | $539K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -85.1% | 9,969 | $528K |
| North Star Asset Management Inc. | 0.02% | Reduce -0.1% | 9,762 | $517K |
| Credit Agricole S A | 0.00% | New | 9,747 | $516K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.8% | 9,688 | $513K |
| Stephens Inc. | 0.01% | Add +2.0% | 9,422 | $499K |
| Simmons Bank | 0.04% | Reduce -21.4% | 9,165 | $485K |
| National Bank of Canada | 0.00% | Reduce -2.5% | 8,949 | $474K |
"% 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.