SS SPDR S&P Bank ETFKBEETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $48.3M |
| Exits | 29 | $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.