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
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 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.1% | 8,842 | $468K |
| Integrated Advisors Network LLC | 0.02% | Add +0.1% | 8,811 | $467K |
| Total Wealth Planning & Management, Inc. | 0.47% | Add +7.2% | 8,637 | $457K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,622 | $456K |
| Montecito Bank & Trust | 0.08% | No change | 8,490 | $450K |
| Cowa, LLC | 0.19% | Reduce -4.3% | 8,314 | $440K |
| Berkshire Asset Management LLC | 0.02% | No change | 8,287 | $438K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.8% | 8,221 | $435K |
| SeaBridge Investment Advisors LLC | 0.09% | Reduce -20.6% | 7,912 | $419K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -44.3% | 7,914 | $416K |
| Objective Capital Management, LLC | 0.51% | No change | 7,554 | $400K |
| Assetmark, Inc. | 0.00% | Add +33.6% | 7,390 | $391K |
| Samalin Investment Counsel, LLC | 0.16% | Add +16.6% | 7,340 | $389K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.8% | 7,209 | $382K |
| Wealthfront Advisers LLC | 0.00% | Reduce -41.8% | 7,094 | $376K |
| Formidable Asset Management, LLC | 0.06% | No change | 7,000 | $371K |
| Corient Private Wealth LP | 0.00% | Reduce -19.8% | 6,756 | $358K |
| Meitav Investment House Ltd. | 0.01% | No change | 6,748 | $357K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -9.5% | 6,724 | $356K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -25.4% | 6,584 | $349K |
| FMR LLC | 0.00% | Add +28.5% | 6,580 | $348K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.0% | 6,545 | $347K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.0% | 6,519 | $345K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,353 | $336K |
| Magnus Financial Group LLC | 0.03% | Add +21.7% | 6,289 | $333K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,200 | $328K |
| Sage Capital Management, LLC | 0.18% | Add +0.7% | 6,177 | $327K |
| Belpointe Asset Management LLC | 0.02% | Reduce -92.5% | 6,096 | $323K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,075 | $322K |
| Group One Trading LLC | 0.01% | Add +7.2% | 6,007 | $318K |
| Trexquant Investment LP | 0.00% | New | 5,941 | $315K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -46.9% | 5,560 | $294K |
| Creative Planning | 0.00% | Reduce -60.8% | 5,553 | $294K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 5,487 | $291K |
| Symphony Financial Services, Inc. | 0.18% | Add +11.2% | 5,337 | $283K |
| Spire Wealth Management | 0.01% | Add +0.3% | 5,148 | $273K |
| Evoke Wealth, LLC | 0.01% | No change | 5,070 | $269K |
| Cerity Partners LLC | 0.00% | Reduce -14.9% | 5,052 | $268K |
| WP Advisors, LLC | 0.09% | Add +0.7% | 4,910 | $260K |
| Fisher Asset Management | 0.00% | Add +2.0% | 4,816 | $255K |
| Lido Advisors, LLC | 0.00% | New | 4,716 | $250K |
| IFP Advisors, Inc | 0.01% | Reduce -6.0% | 4,700 | $249K |
| Institute for Wealth Management, LLC. | 0.03% | Add +1.7% | 4,686 | $248K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -19.0% | 4,562 | $242K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 4,550 | $241K |
| XML Financial, LLC | 0.02% | Reduce -2.1% | 4,499 | $238K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,463 | $236K |
| Courier Capital LLC | 0.02% | No change | 4,373 | $232K |
| Synovus Financial Corp. | 0.00% | Reduce -6.0% | 4,373 | $232K |
| Vectors Research Management, LLC | 0.08% | No change | 4,215 | $223K |
| Essex Financial Services, Inc. | 0.02% | Reduce -19.2% | 4,197 | $222K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,194 | $222K |
| SOL Capital Management CO | 0.02% | No change | 4,097 | $217K |
| Hopwood Financial Services, Inc. | 0.16% | No change | 4,000 | $212K |
| American Institute for Advanced Investment Management, LLP | 0.16% | Reduce -38.8% | 4,000 | $212K |
| Diligent Investors, LLC | 0.05% | No change | 4,000 | $212K |
| HM Payson & Co. | 0.00% | No change | 4,000 | $212K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.0% | 3,935 | $208K |
| XTX Topco Ltd | 0.01% | New | 3,857 | $204K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.0% | 3,565 | $189K |
| NBT Bank, N.A. | 0.01% | No change | 3,546 | $188K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.4% | 3,545 | $187K |
| Harbour Investments, Inc. | 0.01% | Add +0.7% | 3,453 | $183K |
| Comerica Bank | 0.00% | Reduce -0.2% | 3,439 | $182K |
| Heritage Wealth Advisors | 0.01% | No change | 2,989 | $158K |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 2,847 | $151K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.6% | 2,809 | $148K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.0% | 2,663 | $141K |
| Balentine LLC | 0.01% | No change | 2,640 | $140K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +56.5% | 2,410 | $128K |
| CX Institutional | 0.00% | New | 2,170 | $115K |
| Nemes Rush Group LLC | 0.01% | No change | 2,150 | $114K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -93.5% | 1,724 | $91K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,710 | $91K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,690 | $90K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,650 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.1% | 1,647 | $87K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,425 | $75K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.8% | 1,413 | $75K |
| Rothschild Investment LLC | 0.00% | Add +21.3% | 1,365 | $72K |
| Provident Wealth Management, LLC | 0.02% | New | 1,250 | $66K |
| Lanark Financial, Inc. | 0.01% | — | 1,254 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,150 | $61K |
| CoreCap Advisors, LLC | 0.00% | Reduce -59.6% | 1,145 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,100 | $58K |
| US Bancorp \de | 0.00% | Add +43.9% | 1,065 | $56K |
| BlackRock, Inc. | 0.00% | Reduce -16.1% | 1,029 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 938 | $52K |
| Rialto Wealth Management, LLC | 0.02% | No change | 915 | $48K |
| Cwm, LLC | 0.00% | No change | 884 | $47K |
| WASHINGTON TRUST Co | 0.00% | No change | 772 | $41K |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.9% | 764 | $40K |
| Blair William & Co. | 0.00% | Add +16.3% | 714 | $38K |
| Pandora Wealth, Inc. | 0.02% | — | 700 | $37K |
| North Star Investment Management Corp. | 0.00% | Reduce -1.3% | 691 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 623 | $33K |
| Valley National Advisers Inc. | 0.00% | No change | 528 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.8% | 500 | $26K |
| Bessemer Group Inc. | 0.00% | Add +4.9% | 472 | $25K |
| Sterling Capital Management LLC | 0.00% | New | 470 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 460 | $24K |
| Trust Co | 0.00% | No change | 356 | $19K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 355 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.6% | 344 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | New | 335 | $18K |
| Principal Securities, Inc. | 0.00% | New | 300 | $17K |
| Founders Capital Management | 0.01% | No change | 300 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $16K |
| Y.D. More Investments Ltd | 0.00% | No change | 300 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 275 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 225 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 209 | $11K |
| AE Wealth Management LLC | 0.00% | Add +576.7% | 203 | $11K |
| Mascoma Wealth Management LLC | 0.00% | New | 200 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 200 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 170 | $8K |
| Register Financial Advisors LLC | 0.00% | No change | 150 | $8K |
| Compass Financial Services Inc | 0.00% | Add +0.7% | 142 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | Add +47.2% | 131 | $7K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 128 | $7K |
| Consultiva Wealth Management, Corp. | 0.02% | New | 108 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $5K |
| Private Trust Co. NA | 0.00% | New | 95 | $5K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $5K |
| Archer Investment Corp | 0.00% | Add +1.1% | 92 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +0.0% | 86 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 82 | $4K |
| Rise Advisors, LLC | 0.00% | No change | 69 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 66 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 40 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 40 | $2K |
| NorthRock Partners, LLC | 0.00% | New | 36 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 31 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 22 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 19 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Allworth Financial LP | 0.00% | No change | 14 | $711 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $530 |
| Toronto Dominion Bank | 0.00% | New | 4 | $212 |
| NFSG Corp | 0.00% | Reduce -60.0% | 2 | $106 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $53 |
"% 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.