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
Stephens Inc. 0.01% No change 9,860 $598K
North Star Asset Management Inc. 0.02% Reduce -1.3% 9,615 $584K
Hanover Advisors Inc. 0.22% New 9,191 $558K
FMR LLC 0.00% Add +3.3% 9,176 $557K
Simmons Bank 0.04% Reduce -0.1% 9,027 $548K
&partners 0.00% Add +14.9% 8,853 $537K
Almanack Investment Partners, LLC. 0.09% New 8,838 $536K
NTV Asset Management LLC 0.06% New 8,650 $525K
Integrated Advisors Network LLC 0.02% Reduce -23.0% 8,508 $516K
Montecito Bank & Trust 0.08% No change 8,490 $515K
Voya Financial Advisors, Inc. 0.05% New 8,253 $509K
South Shore Capital Advisors 0.37% — 8,364 $508K
Berkshire Asset Management LLC 0.02% No change 8,287 $503K
HighPoint Advisor Group LLC 0.01% New 8,285 $503K
Rockefeller Capital Management L.P. 0.00% Add +21.6% 8,153 $495K
Atria Investments, Inc 0.01% Add +14.9% 8,086 $491K
Chicago Partners Investment Group LLC 0.01% New 7,791 $489K
National Bank of Canada 0.00% Reduce -4.3% 7,972 $484K
Corient Private Wealth LP 0.00% Reduce -6.9% 7,840 $476K
Magnus Financial Group LLC 0.04% Reduce -1.1% 7,668 $465K
Cape Cod Five Cents Savings Bank 0.04% No change 8,622 $456K
RCW Management, LLC 0.46% — 7,429 $451K
Samalin Investment Counsel, LLC 0.16% Reduce -0.4% 7,391 $449K
Objective Capital Management, LLC 0.45% No change 7,304 $443K
Brown Brothers Harriman & Co. 0.00% No change 7,209 $438K
Steward Partners Investment Advisory, LLC 0.00% Reduce -40.7% 7,079 $430K
Blue Water Asset Management 0.15% — 7,007 $425K
Total Wealth Planning & Management, Inc. 0.34% — 6,962 $423K
Formidable Asset Management, LLC 0.06% No change 7,000 $416K
Fairfield, Bush & Co. 0.22% Reduce -2.7% 6,852 $416K
Wealthfront Advisers LLC 0.00% Add +4.4% 6,835 $415K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.3% 6,539 $412K
Meitav Investment House Ltd. 0.00% No change 6,748 $410K
GTS Securities LLC 0.01% New 6,590 $400K
Squarepoint Ops LLC 0.00% Reduce -77.6% 6,498 $394K
Snowden Capital Advisors LLC 0.01% No change 6,353 $386K
Sage Capital Management, LLC 0.18% Add +0.4% 6,279 $381K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 6,200 $376K
Asset One Wealth Management LLC 0.05% — 5,809 $375K
Waterloo Capital, L.P. 0.03% New 6,091 $370K
Johnson Investment Counsel Inc. 0.00% No change 5,671 $344K
Creative Planning 0.00% Add +5.5% 5,649 $343K
Symphony Financial Services, Inc. 0.17% Add +1.5% 5,421 $329K
Cary Street Partners Financial LLC 0.01% No change 5,194 $315K
NewEdge Advisors, LLC 0.00% Reduce -1.2% 5,161 $313K
MML Investors Services, LLC 0.00% Reduce -1.6% 4,962 $301K
Anderson Hoagland & Co. 0.03% No change 4,926 $299K
Cerity Partners LLC 0.00% Reduce -2.1% 4,712 $286K
Koshinski Asset Management, Inc. 0.02% Add +0.1% 4,570 $277K
Trexquant Investment LP 0.00% New 4,569 $277K
Jackson Hole Capital Partners, LLC 0.05% No change 4,550 $276K
Norden Group LLC 0.03% Reduce -96.0% 4,544 $276K
Crescent Grove Advisors, LLC 0.03% No change 4,463 $271K
SeaBridge Investment Advisors LLC 0.04% Reduce -0.4% 4,416 $268K
Institute for Wealth Management, LLC. 0.03% No change 4,380 $266K
Stratos Wealth Partners, LTD. 0.00% Reduce -2.5% 4,347 $264K
XTX Topco Ltd 0.01% Reduce -40.5% 4,331 $263K
Courier Capital LLC 0.01% Reduce -1.7% 4,299 $261K
WP Advisors, LLC 0.06% Add +0.5% 4,256 $258K
Citizens Financial Group Inc. 0.00% Add +0.1% 4,206 $255K
Commerce Bank 0.00% Reduce -1.4% 4,202 $255K
EP Wealth Advisors, LLC 0.00% — 4,125 $250K
SOL Capital Management CO 0.02% No change 4,097 $249K
Pinnacle Financial Partners, Inc. 0.00% — 4,086 $248K
Cedarwood Wealth LLC 0.28% — 3,924 $248K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -99.3% 4,050 $246K
Toronto Dominion Bank 0.00% Add +100175.0% 4,011 $243K
Hopwood Financial Services, Inc. 0.17% No change 4,000 $243K
Essex Financial Services, Inc. 0.01% No change 4,000 $243K
HM Payson & Co. 0.00% No change 4,000 $243K
Assetmark, Inc. 0.00% Reduce -6.8% 3,932 $239K
Accel Wealth Management 0.06% New 3,773 $229K
Level Four Advisory Services, LLC 0.01% Add +0.5% 3,742 $227K
Sovereign Financial Group, Inc. 0.04% Add +0.0% 3,686 $224K
HB Wealth Management, LLC 0.00% No change 3,626 $220K
Comerica Bank 0.00% Add +69.3% 3,568 $217K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.6% 3,505 $213K
Park Avenue Securities LLC 0.00% New 3,494 $212K
Northern Trust Corp. 0.00% No change 3,469 $211K
Farther Finance Advisors, LLC 0.00% Reduce -48.5% 3,436 $209K
Guerra Pan Advisors, LLC 0.12% No change 3,431 $208K
Evoke Wealth, LLC 0.00% No change 3,400 $206K
Integrity Alliance, Llc. 0.01% No change 3,390 $206K
BlackRock, Inc. 0.00% Add +7.5% 3,153 $191K
Fifth Third Bancorp 0.00% No change 3,009 $183K
Heritage Wealth Advisors 0.01% No change 2,989 $181K
NBT Bank, N.A. 0.01% Reduce -1.0% 2,954 $179K
BigSur Wealth Management LLC 0.04% No change 2,925 $178K
TD Waterhouse Canada Inc. 0.00% Add +2.9% 2,889 $175K
Mirae Asset Global Investments Co., Ltd. 0.00% New 2,857 $173K
Pinnacle Wealth Planning Services, Inc. 0.02% New 2,758 $167K
Balentine LLC 0.01% No change 2,640 $160K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +195.0% 2,360 $143K
Nemes Rush Group LLC 0.01% No change 2,150 $130K
Spire Wealth Management 0.00% Reduce -55.1% 2,119 $129K
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.0% 1,920 $117K
Toth Financial Advisory Corp. 0.01% No change 1,690 $103K
Lanark Financial, Inc. 0.01% Add +31.8% 1,626 $99K
Harbour Investments, Inc. 0.00% Reduce -56.3% 1,530 $93K
International Assets Investment Management, LLC 0.01% New 1,454 $88K
Capital Investment Counsel, Inc 0.01% New 1,425 $86K
O'shaughnessy Asset Management, LLC 0.00% No change 1,413 $86K
Cwm, LLC 0.00% Add +1.9% 1,374 $83K
Rothschild Investment LLC 0.00% No change 1,365 $83K
US Bancorp \de 0.00% Reduce -8.7% 1,346 $82K
EFG International AG 0.00% — 1,260 $76K
Provident Wealth Management, LLC 0.02% No change 1,250 $76K
Arax Advisory Partners 0.00% Reduce -12.9% 1,102 $67K
Cullen/Frost Bankers, Inc. 0.00% No change 1,100 $67K
CoreCap Advisors, LLC 0.00% Reduce -40.0% 1,061 $64K
Flagship Harbor Advisors, LLC 0.00% New 1,004 $61K
Armstrong Advisory Group, Inc. 0.00% No change 938 $57K
DV Trading LLC 0.00% — 923 $56K
HHM Wealth Advisors, LLC 0.01% No change 877 $53K
Lowe Brockenbrough & Co. Inc. 0.00% No change 850 $52K
Camelot Portfolios, LLC 0.03% New 825 $50K
CIBC Private Wealth Group LLC 0.00% Reduce -5.8% 715 $43K
Advocate Investing Services LLC 0.04% — 707 $43K
FWL Investment Management, LLC 0.01% Add +19.4% 635 $39K
McIlrath & Eck, LLC 0.00% No change 623 $38K
North Star Investment Management Corp. 0.00% No change 576 $35K
CX Institutional 0.00% Reduce -92.4% 568 $34K
Valley National Advisers Inc. 0.00% No change 528 $32K
Caldwell Sutter Capital, Inc. 0.01% Add +0.6% 509 $31K
Monetary Management Group Inc. 0.01% No change 500 $30K
Capital Investment Advisory Services, LLC 0.00% Reduce -47.9% 500 $30K
Wagner Wealth Management, LLC 0.01% Add +0.6% 496 $30K
Fourth Dimension Wealth, LLC 0.01% Reduce -43.3% 413 $25K
Trust Co 0.00% No change 356 $22K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 355 $22K
Cedar Mountain Advisors, LLC 0.00% Add +0.9% 351 $21K
MassMutual Private Wealth & Trust, FSB 0.00% No change 333 $20K
Founders Capital Management 0.01% No change 300 $18K
Y.D. More Investments Ltd 0.00% No change 300 $18K
Viewpoint Capital Management LLC 0.01% No change 275 $17K
IFP Advisors, Inc 0.00% Reduce -44.4% 250 $15K
Medallion Wealth Advisors, LLC 0.00% No change 225 $14K
WFA of San Diego, LLC 0.01% No change 215 $13K
CENTRAL TRUST Co 0.00% No change 209 $13K
Blair William & Co. 0.00% Reduce -45.0% 208 $13K
Mascoma Wealth Management LLC 0.00% No change 200 $12K
Bogart Wealth, LLC 0.00% No change 200 $12K
FAS Wealth Partners, Inc. 0.00% No change 185 $11K
Eastern Bank 0.00% No change 183 $11K
Register Financial Advisors LLC 0.00% No change 150 $9K
Compass Financial Services Inc 0.00% Add +0.7% 145 $9K
AE Wealth Management LLC 0.00% Reduce -11.8% 135 $8K
Portfolio Resources Advisor Group, Inc. 0.01% — 134 $8K
Consultiva Wealth Management, Corp. 0.02% No change 108 $7K
Cape Investment Advisory, Inc. 0.00% New 104 $6K
Creative Financial Designs Inc. 0.00% No change 100 $6K
Resources Management Corp. /CT/ 0.00% No change 100 $6K
Allworth Financial LP 0.00% Add +585.7% 96 $6K
Archer Investment Corp 0.00% Add +1.1% 94 $6K
Russell Investments Group, Ltd. 0.00% No change 56 $3K
Larson Financial Group LLC 0.00% No change 52 $3K
Lodestone Wealth Management LLC 0.00% New 50 $3K
Aptus Capital Advisors, LLC 0.00% No change 40 $2K
Signaturefd, LLC 0.00% No change 34 $2K
Estate Planners Group, LLC 0.00% — 11 $641
CBIZ Investment Advisory Services, LLC 0.00% No change 10 $607
Credit Industriel Et Commercial 0.00% Reduce -98.1% 7 $425
Transamerica Financial Advisors, LLC 0.00% Reduce -75.0% 1 $81
Coston, McIsaac & Partners 0.00% No change 1 $0

"% 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.