SS SPDR S&P Bank ETFKBEETF

13F holders, Q4 2025 (December 31)
264holders +17
33new positions
29sold out
4famous investors
$60.69avg. 13F price*

At the end of Q4 2025, 264 institutions reported holding SS SPDR S&P Bank ETF (KBE) in their 13F filings, up 17 from Q3 2025. 33 opened new positions and 29 sold out. The largest holders were Goldman Sachs Group Inc. ($208.6M), Bank of America Corp. ($82.2M) and Morgan Stanley ($80.7M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Bank ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions33$48.3M
Exits29$76.8M

All 13F filers, Q3 2025 → Q4 2025: 2,793,013 shares bought and 5,079,164 shares sold, net −2,286,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 264 holders

Goldman Sachs Group Inc. 0.03% Reduce -1.0% 3,436,912 $208.6M
Bank of America Corp. 0.01% Add +35.1% 1,354,768 $82.2M
Morgan Stanley 0.00% Reduce -11.5% 1,330,255 $80.7M
UBS Group AG 0.01% Add +12.0% 684,464 $41.5M
Wells Fargo & Company 0.01% Reduce -8.6% 617,683 $37.5M
Royal Bank of Canada 0.00% Add +262.0% 463,143 $28.1M
Jane Street Group, LLC 0.03% Add +452.1% 433,034 $26.3M
Wharton Business Group, LLC 0.99% Reduce -0.6% 430,306 $26.1M
Madison Asset Management, LLC 0.28% Reduce -3.5% 406,063 $24.6M
LPL Financial LLC 0.01% Reduce -31.4% 367,844 $22.3M
PNC Financial Services Group, Inc. 0.01% Reduce -15.9% 321,167 $19.5M
Janney Capital Management LLC 1.22% Reduce -2.2% 319,806 $19.4M
Barclays PLC 0.01% Add +63.5% 284,992 $17.3M
Raymond James Financial Inc. 0.00% Reduce -18.0% 224,578 $13.6M
Citigroup Inc. 0.01% Add +135.4% 216,492 $13.1M
ProVise Management Group, LLC 0.93% Add +3.1% 215,959 $13.1M
Castlekeep Investment Advisors LLC 5.64% Add +0.2% 205,332 $12.5M
Citadel Advisors 0.01% Reduce -51.0% 198,718 $12.1M
Bank of New York Mellon Corp 0.00% Add +2374.4% 170,016 $10.3M
Point72 Asset Management 0.02% New 154,000 $9.3M
Agave Capital Management Ltd 1.19% — 116,828 $7.1M
MRA Advisory Group 2.91% New 114,245 $6.9M
Empowered Funds, LLC 0.11% Add +113.0% 104,833 $6.4M
Simplex Trading, LLC 0.16% Add +277.1% 95,664 $5.8M
Captrust Financial Advisors 0.01% Add +7.2% 95,211 $5.8M
Bank of Montreal 0.00% Reduce -37.2% 88,886 $5.4M
JPMorgan Chase & Co. 0.00% Add +50.5% 83,476 $5.1M
Quantitative Investment Management, LLC 0.46% Add +1074.7% 78,445 $4.8M
Stifel Financial Corp. 0.00% Add +0.9% 77,261 $4.7M
Ameriprise Financial Inc. 0.00% Add +4.2% 76,963 $4.7M
Sage Advisory Services, Ltd.Co. 2.45% New 74,165 $4.5M
Envestnet Asset Management Inc. 0.00% Add +179.8% 72,656 $4.4M
Trans-Canada Capital Inc. 0.24% No change 70,000 $4.2M
Caption Management, LLC 0.19% New 70,000 $4.2M
Walleye Capital LLC 0.02% New 60,864 $3.7M
Arete Wealth Advisors, LLC 0.24% New 57,888 $3.5M
Evolution Wealth Advisors, LLC 0.32% No change 53,022 $3.2M
Benchmark Financial Wealth Advisors, LLC 0.87% Reduce -2.9% 49,723 $3.0M
Cetera Investment Advisers 0.00% Add +31.1% 46,746 $2.8M
Atlantic Union Bankshares Corp 0.05% Reduce -1.6% 46,486 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -60.0% 38,349 $2.3M
First Trust Advisors LP 0.00% Add +2.9% 36,743 $2.2M
Osaic Holdings, Inc. 0.00% Add +8.1% 34,737 $2.1M
LOM Asset Management Ltd 0.61% Reduce -2.6% 34,696 $2.1M
Qube Research & Technologies Ltd 0.00% Add +1180.7% 34,104 $2.1M
Baird Financial Group, Inc. 0.00% Add +97.0% 33,885 $2.1M
Schroder Investment Management Group 0.00% New 32,837 $2.0M
Sanctuary Advisors, LLC 0.01% Add +32.6% 32,903 $2.0M
SG Americas Securities, LLC 0.00% Add +902.3% 32,846 $2.0M
Balyasny Asset Management L.P. 0.00% Add +494.7% 30,775 $1.9M
D. E. Shaw & Co. 0.00% New 28,972 $1.8M
BNP Paribas Financial Markets 0.00% Reduce -2.2% 28,214 $1.7M
Aspen Grove Capital, LLC 0.27% No change 25,920 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -49.5% 25,765 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +20.0% 25,661 $1.6M
IMC-Chicago, LLC 0.03% New 25,622 $1.6M
Group One Trading LLC 0.04% Add +12.0% 24,991 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% New 24,372 $1.5M
Tudor Investment Corporation 0.01% Reduce -27.7% 24,183 $1.5M
Sapient Capital LLC 0.02% New 22,800 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +28.8% 22,532 $1.4M
Segment Wealth Management, LLC 0.08% Reduce -32.4% 22,090 $1.3M
Global Retirement Partners, LLC 0.02% Reduce -6.7% 21,608 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -12.3% 20,547 $1.3M
DRW Securities, LLC 0.09% Reduce -60.6% 20,548 $1.2M
GM Advisory Group, LLC 0.05% No change 20,525 $1.2M
Silvercrest Asset Management Group LLC 0.01% No change 20,472 $1.2M
Capital Fund Management S.A. 0.01% New 18,036 $1.1M
Equitable Holdings, Inc. 0.01% Add +19.9% 17,953 $1.1M
Forum Financial Management, LP 0.01% Reduce -0.0% 17,052 $1.0M
Truist Financial Corp. 0.00% Add +55.3% 16,803 $1.0M
Jefferies Financial Group Inc. 0.01% Add +570.1% 16,653 $1.0M
Janney Montgomery Scott LLC 0.00% Add +4.6% 16,381 $994K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -69.8% 15,818 $960K
Lido Advisors, LLC 0.00% Add +9.7% 15,591 $940K
HSBC Holdings PLC 0.00% Reduce -11.7% 15,008 $911K
Two Sigma Investments, LP 0.00% Reduce -99.3% 14,700 $892K
Curi Capital, LLC 0.02% No change 14,587 $885K
Trivium Point Advisory, LLC 0.09% Reduce -4.5% 14,341 $870K
HRT Financial LP 0.00% Add +35.7% 14,190 $861K
Clark Capital Management Group, Inc. 0.01% New 14,107 $856K
Altfest L J & Co. Inc. 0.09% Reduce -4.6% 13,741 $834K
Stirlingshire Investments, Inc. 0.73% — 13,475 $818K
Mariner, LLC 0.00% Add +1.9% 13,441 $817K
MAI Capital Management 0.00% Add +4.9% 12,388 $752K
Advisory Services Network, LLC 0.01% Reduce -0.3% 12,171 $739K
Belpointe Asset Management LLC 0.03% Reduce -32.0% 11,408 $692K
Bluefin Capital Management, LLC 0.19% New 11,200 $680K
Vectors Research Management, LLC 0.21% Reduce -0.7% 11,090 $673K
Mutual Advisors, LLC 0.01% Reduce -32.8% 11,017 $669K
Kestra Advisory Services, LLC 0.00% Reduce -2.5% 10,985 $667K
Summit Financial, LLC 0.01% Reduce -1.3% 10,903 $662K
Graves Light Lenhart Wealth, Inc. 0.07% No change 10,703 $650K
Calton & Associates, Inc. 0.09% Add +2.4% 10,633 $645K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.9% 10,441 $634K
Jones Financial Companies LLLP 0.00% Add +3.0% 10,434 $633K
Pathstone Holdings, LLC 0.00% No change 10,321 $626K
Tower Research Capital LLC (TRC) 0.02% Add +64.1% 10,280 $624K
HighTower Advisors, LLC 0.00% Reduce -8.6% 9,964 $605K
Parallax Volatility Advisers, L.P. 0.02% Add +995500.0% 9,956 $604K

"% 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 264 holders