SS SPDR S&P Bank ETFKBEETF

13F holders, Q2 2025 (June 30)
246holders +4
42new positions
38sold out
4famous investors
$55.75avg. 13F price*

At the end of Q2 2025, 246 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings, up 4 from Q1 2025. 42 opened new positions and 38 sold out. The largest holders were Goldman Sachs Group Inc. ($203.0M), Two Sigma Investments, LP ($99.5M) and Morgan Stanley ($93.7M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR S&P Bank ETF
Filed as
SPDR SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions42$107.5M
Exits38$104.5M

All 13F filers, Q1 2025 → Q2 2025: 3,791,762 shares bought and 4,052,598 shares sold, net −260,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 246 holders

Goldman Sachs Group Inc. 0.03% Add +6.2% 3,639,735 $203.0M
Two Sigma Investments, LP 0.19% Reduce -11.3% 1,783,840 $99.5M
Morgan Stanley 0.01% Add +31.0% 1,680,152 $93.7M
UBS Group AG 0.01% Add +39.3% 884,395 $49.3M
Schroder Investment Management Group 0.03% New 673,025 $37.5M
Bank of America Corp. 0.00% Reduce -35.0% 660,190 $36.8M
Edmond DE Rothschild Holding S.A. 0.51% Add +2.4% 575,420 $32.1M
Wells Fargo & Company 0.01% Add +36.1% 573,573 $32.0M
Citigroup Inc. 0.02% Add +272.3% 490,805 $27.4M
Wharton Business Group, LLC 1.02% Add +7.3% 435,481 $24.2M
LPL Financial LLC 0.01% Add +0.8% 416,949 $23.2M
Royal Bank of Canada 0.00% Add +198.5% 402,274 $22.4M
Barclays PLC 0.01% Reduce -15.8% 396,374 $22.1M
Nan Fung Trinity (hk) Ltd. 2.59% No change 388,500 $21.7M
Citadel Advisors 0.02% Reduce -17.2% 388,219 $21.6M
PNC Financial Services Group, Inc. 0.01% Add +2.3% 378,941 $21.1M
Madison Asset Management, LLC 0.22% Reduce -9.2% 361,338 $20.1M
Janney Capital Management LLC 1.22% Reduce -3.8% 338,079 $18.9M
SPX Gestao de Recursos Ltda 1.68% New 322,200 $18.0M
Raymond James Financial Inc. 0.00% Add +4.9% 242,125 $13.5M
Castlekeep Investment Advisors LLC 5.51% Add +11.9% 202,108 $11.3M
ProVise Management Group, LLC 0.89% Add +0.4% 200,939 $11.2M
Jane Street Group, LLC 0.02% Reduce -19.5% 175,201 $9.8M
Bank of Montreal 0.00% Reduce -8.1% 173,162 $9.7M
Bank of New York Mellon Corp 0.00% New 172,270 $9.6M
TD Asset Management Inc 0.01% No change 143,300 $8.0M
Captrust Financial Advisors 0.01% Reduce -13.3% 93,083 $5.2M
Simplex Trading, LLC 0.13% Reduce -19.8% 84,604 $4.7M
Stifel Financial Corp. 0.00% Add +3.5% 84,074 $4.7M
DRW Securities, LLC 0.33% Reduce -19.2% 84,879 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 83,113 $4.6M
Tudor Investment Corporation 0.03% Add +60.9% 81,790 $4.6M
Sage Advisory Services, Ltd.Co. 2.42% New 79,640 $4.4M
Capstone Investment Advisors, LLC 0.04% Reduce -17.9% 72,827 $4.1M
Trans-Canada Capital Inc. 0.27% No change 70,000 $3.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 65,900 $3.7M
Walleye Capital LLC 0.04% New 64,314 $3.6M
JPMorgan Chase & Co. 0.00% Reduce -68.1% 62,547 $3.5M
Envestnet Asset Management Inc. 0.00% Add +161.5% 61,412 $3.4M
Sowell Financial Services LLC 0.14% New 60,000 $3.3M
Evolution Wealth Advisors, LLC 0.43% No change 53,022 $3.0M
Benchmark Financial Wealth Advisors, LLC 0.95% New 51,472 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% New 50,258 $2.8M
Squarepoint Ops LLC 0.01% Reduce -83.2% 48,406 $2.7M
Atlantic Union Bankshares Corp 0.06% New 48,075 $2.7M
Helix Partners Management LP 1.34% New 45,000 $2.5M
First Trust Advisors LP 0.00% Add +5.0% 44,631 $2.5M
FDx Advisors, Inc. 0.70% New 40,979 $2.3M
Cetera Investment Advisers 0.00% Add +32.3% 40,972 $2.3M
GM Advisory Group, LLC 0.11% Add +0.3% 40,189 $2.2M
LOM Asset Management Ltd 0.67% — 35,751 $2.0M
Atom Investors LP 0.17% New 34,298 $1.9M
Segment Wealth Management, LLC 0.12% No change 32,690 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -3.4% 31,228 $1.7M
Aspen Grove Capital, LLC 0.28% No change 29,920 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -43.5% 27,849 $1.6M
Renaissance Technologies 0.00% New 27,600 $1.5M
GTS Securities LLC 0.07% New 27,201 $1.5M
Osaic Holdings, Inc. 0.00% Add +51.6% 25,763 $1.4M
Sanctuary Advisors, LLC 0.01% Add +93.8% 22,632 $1.3M
Silvercrest Asset Management Group LLC 0.01% No change 20,472 $1.1M
Quantbot Technologies LP 0.03% New 20,093 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.4% 19,255 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -24.2% 18,945 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -46.1% 17,210 $960K
Forum Financial Management, LP 0.01% Add +0.1% 17,009 $948K
Janney Montgomery Scott LLC 0.00% Reduce -3.4% 16,418 $916K
Millennium Management 0.00% Reduce -96.3% 15,847 $884K
Curi Capital, LLC 0.02% Add +6.5% 15,536 $866K
Kestra Advisory Services, LLC 0.00% Add +16.1% 15,178 $846K
HSBC Holdings PLC 0.00% Reduce -25.0% 15,030 $838K
HRT Financial LP 0.00% New 14,666 $817K
Truist Financial Corp. 0.00% Add +41.9% 14,648 $817K
Quantitative Investment Management, LLC 0.10% Reduce -35.9% 14,022 $781K
Group One Trading LLC 0.02% Add +121.0% 13,278 $740K
Envestnet Portfolio Solutions, Inc. 0.00% New 13,194 $736K
Equitable Holdings, Inc. 0.01% Reduce -7.6% 12,824 $715K
Advisory Services Network, LLC 0.01% Add +8.7% 12,557 $706K
BigSur Wealth Management LLC 0.17% No change 12,325 $687K
MAI Capital Management 0.00% Reduce -14.5% 11,794 $658K
Calton & Associates, Inc. 0.11% Reduce -2.8% 11,443 $638K
Mutual Advisors, LLC 0.02% Reduce -1.9% 10,837 $626K
Y-Intercept (Hong Kong) Ltd 0.02% New 11,218 $626K
Integrated Wealth Concepts LLC 0.01% Reduce -71.1% 11,078 $618K
Summit Financial, LLC 0.01% Reduce -10.3% 11,046 $616K
Great Valley Advisor Group, Inc. 0.01% Add +7.9% 10,984 $612K
Cobblestone Capital Advisors LLC 0.03% No change 10,750 $599K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -6.2% 10,703 $597K
HighTower Advisors, LLC 0.00% Add +3.8% 10,619 $592K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.6% 10,524 $587K
Pathstone Holdings, LLC 0.00% No change 10,321 $575K
Stephens Inc. 0.01% Add +7.3% 10,110 $564K
Twin Tree Management, LP 0.01% New 10,066 $561K
Itau Unibanco Holding S.A. 0.02% New 10,000 $558K
Logan Stone Capital, LLC 0.26% New 9,983 $557K
Two Sigma Securities, LLC 0.07% New 9,881 $551K
Lighthouse Investment Partners, LLC 0.02% New 9,827 $548K
North Star Asset Management Inc. 0.02% No change 9,762 $544K
Avantax Advisory Services, Inc. 0.00% Reduce -0.9% 9,601 $535K
XTX Topco Ltd 0.02% Add +136.2% 9,111 $508K

"% 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 246 holders