SS SPDR S&P Bank ETFKBEETF

13F holders, Q1 2025 (March 31)
242holders −14
36new positions
46sold out
4famous investors
$52.97avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions36$127.6M
Exits46$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.

Show all 242 holders