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SS Spdr S&P Bank ETF (KBE)

CUSIP: 78464A797 | NYSE | 1174 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc3,451,717
0.1% of portfolio›$218.2M
Kestra Advisory Services, LLC252,173
0.0% of portfolio›$15.9M
MRA Advisory Group112,569
2.7% of portfolio›$7.1M
Sage Advisory Services, Ltd.Co.70,710
2.4% of portfolio›$4.5M
Evolution Wealth Advisors, LLC53,022
0.3% of portfolio›$3.4M
Allspring Global Investments Holdings, LLC22,606
0.0% of portfolio›$1.4M
Truist Financial Corp18,979
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC18,933
0.0% of portfolio›$1.2M
Segment Wealth Management, LLC17,500
0.1% of portfolio›$1.1M
Forum Financial Management, LP17,057
0.0% of portfolio›$1.1M
Atria Investments, Inc16,682
0.0% of portfolio›$1.1M
Altfest L J & Co Inc14,002
0.1% of portfolio›$885.2K
NTV Asset Management LLC13,710
0.1% of portfolio›$866.7K
Lido Advisors, LLC13,548
0.0% of portfolio›$856.5K
SeaBridge Investment Advisors LLC12,802
0.1% of portfolio›$809.3K
Oppenheimer & Co Inc12,676
0.0% of portfolio›$801.4K
Courier Capital LLC12,609
0.0% of portfolio›$797.1K
Almanack Investment Partners, Llc.12,542
0.1% of portfolio›$792.9K
Gateway Investment Advisers LLC10,407
0.0% of portfolio›$657.9K
Cambridge Investment Research Advisors, Inc.9,942
0.0% of portfolio›$629
TD Waterhouse Canada Inc.9,289
0.0% of portfolio›$591.2K
Montecito Bank & Trust8,490
0.1% of portfolio›$536.7K
Integrated Advisors Network LLC8,490
0.0% of portfolio›$536.7K
Graves Light Lenhart Wealth, Inc.8,101
0.0% of portfolio›$512.2K
Chicago Partners Investment Group LLC7,791
0.0% of portfolio›$513.2K
Magnus Financial Group LLC7,701
0.0% of portfolio›$486.8K
Samalin Investment Counsel, LLC7,495
0.1% of portfolio›$473.9K
RCW Management, LLC7,429
0.4% of portfolio›$469.7K
Wealth Enhancement Advisory Services, LLC7,243
0.0% of portfolio›$460.3K
Objective Capital Management, LLC7,104
0.4% of portfolio›$449.1K
Blue Water Asset Management7,032
0.1% of portfolio›$444.6K
Simplex Trading, LLC6,928
0.0% of portfolio›$438.0K
Meitav Investment House LTD6,748
0.0% of portfolio›$426.6K
Vima LLC6,625
0.4% of portfolio›$418.8K
Total Wealth Planning & Management, Inc.6,409
0.3% of portfolio›$405.2K
Sage Capital Management, LLC6,344
0.2% of portfolio›$401.2K
Creative Planning6,209
0.0% of portfolio›$392.5K
Deroy & Devereaux Private Investment Counsel Inc6,200
0.0% of portfolio›$392
Vertex Investment Solutions Co., Ltd.5,400
0.3% of portfolio›$342.9K
Anderson Hoagland & Co5,009
0.0% of portfolio›$329.7K
Formidable Asset Management, LLC5,000
0.1% of portfolio›$341.1K
South Shore Capital Advisors4,986
0.2% of portfolio›$315.2K
Farther Finance Advisors, LLC4,848
0.0% of portfolio›$306.5K
Assetmark, Inc4,601
0.0% of portfolio›$290.9K
Koshinski Asset Management, Inc.4,577
0.0% of portfolio›$289.4K
Crescent Grove Advisors, LLC4,463
0.0% of portfolio›$282.2K
North Star Investment Management Corp.4,327
0.0% of portfolio›$273.5K
WP Advisors, LLC4,311
0.1% of portfolio›$272.6K
Accel Wealth Management4,301
0.1% of portfolio›$271.9K
StoneX Group Inc.4,227
0.0% of portfolio›$283.0K
Citizens Financial Group Inc4,149
0.0% of portfolio›$262.3K
PFG Advisors4,116
0.0% of portfolio›$260.2K
Asset One Wealth Management LLC4,069
0.0% of portfolio›$257.2K
Hopwood Financial Services, Inc.4,000
0.1% of portfolio›$252.9K
Park Avenue Securities LLC3,932
0.0% of portfolio›$249
Norden Group LLC3,689
0.0% of portfolio›$233.2K
HB Wealth Management, LLC3,641
0.0% of portfolio›$230.2K
Prospera Financial Services Inc3,640
0.0% of portfolio›$239.2K
Grimes & Co Wealth Management, LLC3,559
0.0% of portfolio›$225.0K
Guerra PAN Advisors, LLC3,433
0.1% of portfolio›$216.7K
Spire Wealth Management3,336
0.0% of portfolio›$210.9K
Pinnacle Wealth Planning Services, Inc.2,558
0.0% of portfolio›$161.7K
Nemes Rush Group LLC2,150
0.0% of portfolio›$135.9K
BigSur Wealth Management LLC1,925
0.0% of portfolio›$121.7K
Lanark Financial, Inc.1,501
0.0% of portfolio›$94.9K
Capital Investment Counsel, Inc1,425
0.0% of portfolio›$90.1K
Advocate Investing Services LLC1,407
0.1% of portfolio›$89.0K
Provident Wealth Management, LLC1,250
0.0% of portfolio›$79.0K
Toth Financial Advisory Corp1,140
0.0% of portfolio›$72.1K
Cullen T Bankers, Inc.1,100
0.0% of portfolio›$69.5K
CoreCap Advisors, LLC1,061
0.0% of portfolio›$67.1K
Armstrong Advisory Group, Inc938
0.0% of portfolio›$59.3K
Thurston, Springer, Miller, Herd & Titak, Inc.842
0.1% of portfolio›$53.2K
Ascentis Wealth Management, LLC658
0.0% of portfolio›$41.6K
Valley National Advisers Inc528
0.0% of portfolio›$33.4K
Wagner Wealth Management, LLC504
0.0% of portfolio›$31.9K
Capital Investment Advisory Services, LLC500
0.0% of portfolio›$31.6K
CX Institutional442
0.0% of portfolio›$28
Pathway Financial Advisers, LLC422
0.0% of portfolio›$26.7K
Trust Co356
0.0% of portfolio›$22.5K
Cedar Mountain Advisors, LLC354
0.0% of portfolio›$22.4K
MassMutual Private Wealth & Trust, FSB333
0.0% of portfolio›$21.1K
Angeles Wealth Management, LLC305
0.0% of portfolio›$19.3K
Trust Co of Vermont300
0.0% of portfolio›$19.0K
Viewpoint Capital Management LLC275
0.0% of portfolio›$17.4K
IFP Advisors, Inc241
0.0% of portfolio›$15.2K
Mascoma Wealth Management LLC200
0.0% of portfolio›$12.6K
Signaturefd, LLC190
0.0% of portfolio›$12.0K
Eastern Bank183
0.0% of portfolio›$11.6K
Register Financial Advisors LLC150
0.0% of portfolio›$9.5K
Portfolio Resources Advisor Group, Inc.134
0.0% of portfolio›$8.5K
Creative Financial Designs Inc100
0.0% of portfolio›$6.3K
Archer Investment Corp95
0.0% of portfolio›$6.0K
Bfsg, LLC77
0.0% of portfolio›$4.9K
Brown, Lisle Ings, Inc.58
0.0% of portfolio›$3.7K
Pension & Wealth Management Advisors, Inc.55
0.0% of portfolio›$3.5K
Lodestone Wealth Management LLC50
0.0% of portfolio›$3.2K
Blue Trust, Inc.23
0.0% of portfolio›$1.5K
Abound Wealth Management19
0.0% of portfolio›$1.2K
Rachor Investment Advisory Services, LLC10
0.0% of portfolio›$633
Signature Equity Partners, LLC2
0.0% of portfolio›$126
StyleTurnoverLocationFiled
Citigroup Inc
3,451,717$218.2M0.1%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
252,173$15.9M0.0%CoreLowAustin, TX2026-11-02
MRA Advisory Group
112,569$7.1M2.7%ETFMediumParsippany, NJ2026-10-07
Sage Advisory Services, Ltd.Co.
70,710$4.5M2.4%ETFMediumAustin, TX2026-10-29
Evolution Wealth Advisors, LLC
53,022$3.4M0.3%ETFLowAventura, FL2026-11-03
Allspring Global Investments Holdings, LLC
22,606$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
Truist Financial Corp
18,979$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
18,933$1.2M0.0%ETFLowWaltham, MA2026-11-02
Segment Wealth Management, LLC
17,500$1.1M0.1%CoreLowHouston, TX2026-10-26
Forum Financial Management, LP
17,057$1.1M0.0%ETFLowLombard, IL2026-10-16
Atria Investments, Inc
16,682$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Altfest L J & Co Inc
14,002$885.2K0.1%ETFHighNew York, NY2026-10-27
NTV Asset Management LLC
13,710$866.7K0.1%GrowthLowCharleston, WV2026-10-23
Lido Advisors, LLC
13,548$856.5K0.0%GrowthLowLos Angeles, CA2026-11-04
SeaBridge Investment Advisors LLC
12,802$809.3K0.1%GrowthMediumSummit, NJ2026-11-02
Oppenheimer & Co Inc
12,676$801.4K0.0%CoreLowNew York, NY2026-10-26
Courier Capital LLC
12,609$797.1K0.0%ETFLowBuffalo, NY2026-10-19
Almanack Investment Partners, Llc.
12,542$792.9K0.1%ETFMediumNewtown Square, PA2026-11-03
Gateway Investment Advisers LLC
10,407$657.9K0.0%GrowthLowCincinnati, OH2026-10-13
Cambridge Investment Research Advisors, Inc.
9,942$6290.0%ETFLowFairfield, IA2026-11-02
TD Waterhouse Canada Inc.
9,289$591.2K0.0%CoreLowToronto, Australia2026-10-16
Montecito Bank & Trust
8,490$536.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Integrated Advisors Network LLC
8,490$536.7K0.0%GrowthMediumDallas, TX2026-10-20
Graves Light Lenhart Wealth, Inc.
8,101$512.2K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Chicago Partners Investment Group LLC
7,791$513.2K0.0%GARPLowChicago, IL2026-10-27
Magnus Financial Group LLC
7,701$486.8K0.0%ETFLowNew York, NY2026-10-21
Samalin Investment Counsel, LLC
7,495$473.9K0.1%YieldMediumChappaqua, NY2026-10-23
RCW Management, LLC
7,429$469.7K0.4%ETFVery LowJacksonville, FL2026-10-30
Wealth Enhancement Advisory Services, LLC
7,243$460.3K0.0%CoreLowPlymouth, MN2026-10-13
Objective Capital Management, LLC
7,104$449.1K0.4%ETFLowFairlawn, OH2026-10-13
Blue Water Asset Management
7,032$444.6K0.1%ETFLowGrand Rapids, MI2026-11-04
Simplex Trading, LLC
6,928$438.0K0.0%CoreVery HighChicago, IL2026-11-04
Meitav Investment House LTD
6,748$426.6K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Vima LLC
6,625$418.8K0.4%CoreLowTroy, MI2026-10-23
Total Wealth Planning & Management, Inc.
6,409$405.2K0.3%CoreMediumPonte Vedra Beach, FL2026-10-23
Sage Capital Management, LLC
6,344$401.2K0.2%ETFLowStockton, NJ2026-10-20
Creative Planning
6,209$392.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
6,200$3920.0%ValueMediumBloomfield Hills, MI2026-10-26
Vertex Investment Solutions Co., Ltd.
5,400$342.9K0.3%ETFN/AChiyoda-Ku, Mexico2026-10-19
Anderson Hoagland & Co
5,009$329.7K0.0%ETFLowSt Louis, MO2026-10-23
Formidable Asset Management, LLC
5,000$341.1K0.1%CoreLowCincinnati, OH2026-11-03
South Shore Capital Advisors
4,986$315.2K0.2%CoreMediumCohasset, MA2026-10-20
Farther Finance Advisors, LLC
4,848$306.5K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
4,601$290.9K0.0%ETFLowConcord, CA2026-10-21
Koshinski Asset Management, Inc.
4,577$289.4K0.0%ETFLowDecatur, IL2026-10-29
Crescent Grove Advisors, LLC
4,463$282.2K0.0%ETFLowLake Forest, IL2026-10-21
North Star Investment Management Corp.
4,327$273.5K0.0%CoreLowChicago, IL2026-10-27
WP Advisors, LLC
4,311$272.6K0.1%CoreLowSan Francisco, CA2026-10-22
Accel Wealth Management
4,301$271.9K0.1%ETFLowWaverly, IA2026-10-13
StoneX Group Inc.
4,227$283.0K0.0%ETFMediumNew York, NY2026-11-03
Citizens Financial Group Inc
4,149$262.3K0.0%GrowthLowProvidence, RI2026-10-23
PFG Advisors
4,116$260.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Asset One Wealth Management LLC
4,069$257.2K0.0%GrowthLowBellevue, WA2026-11-02
Hopwood Financial Services, Inc.
4,000$252.9K0.1%ETFLowReston, VA2026-10-29
Park Avenue Securities LLC
3,932$2490.0%ETFMediumNew York, NY2026-10-26
Norden Group LLC
3,689$233.2K0.0%GrowthMediumProvo, UT2026-10-20
HB Wealth Management, LLC
3,641$230.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Prospera Financial Services Inc
3,640$239.2K0.0%CoreMediumDallas, TX2026-11-04
Grimes & Co Wealth Management, LLC
3,559$225.0K0.0%CoreLowWestborough, MA2026-10-29
Guerra PAN Advisors, LLC
3,433$216.7K0.1%GrowthVery LowMontclair, NJ2026-10-26
Spire Wealth Management
3,336$210.9K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
2,558$161.7K0.0%GARPLowMansfield, OH2026-10-27
Nemes Rush Group LLC
2,150$135.9K0.0%CoreVery LowNovi, MI2026-11-04
BigSur Wealth Management LLC
1,925$121.7K0.0%GrowthLowMiami, FL2026-10-13
Lanark Financial, Inc.
1,501$94.9K0.0%CoreMediumBirmingham, AL2026-10-26
Capital Investment Counsel, Inc
1,425$90.1K0.0%GrowthVery LowRaleigh, NC2026-10-20
Advocate Investing Services LLC
1,407$89.0K0.1%ETFLowWoodbine, MD2026-10-26
Provident Wealth Management, LLC
1,250$79.0K0.0%ETFVery LowBrentwood, TN2026-10-20
Toth Financial Advisory Corp
1,140$72.1K0.0%CoreLowLeesburg, VA2026-10-08
Cullen T Bankers, Inc.
1,100$69.5K0.0%GrowthLowSan Antonio, TX2026-10-28
CoreCap Advisors, LLC
1,061$67.1K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
938$59.3K0.0%ETFHighNeedham, MA2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
842$53.2K0.1%GrowthMediumIndianapolis, IN2026-10-14
Ascentis Wealth Management, LLC
658$41.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Valley National Advisers Inc
528$33.4K0.0%ETFLowBethlehem, PA2026-10-23
Wagner Wealth Management, LLC
504$31.9K0.0%ETFLowGreenville, SC2026-10-21
Capital Investment Advisory Services, LLC
500$31.6K0.0%CoreMediumRaleigh, NC2026-10-30
CX Institutional
442$280.0%CoreMediumAuburn, IN2026-10-02
Pathway Financial Advisers, LLC
422$26.7K0.0%CoreLowAuburn, IN2026-10-27
Trust Co
356$22.5K0.0%ETFVery LowManhattan, KS2026-10-09
Cedar Mountain Advisors, LLC
354$22.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
MassMutual Private Wealth & Trust, FSB
333$21.1K0.0%CoreLowSpringfield, MA2026-10-05
Angeles Wealth Management, LLC
305$19.3K0.0%ETFLowSanta Monica, CA2026-10-26
Trust Co of Vermont
300$19.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Viewpoint Capital Management LLC
275$17.4K0.0%CoreVery LowSeattle, WA2026-10-27
IFP Advisors, Inc
241$15.2K0.0%GrowthLowTampa, FL2026-10-16
Mascoma Wealth Management LLC
200$12.6K0.0%ETFVery LowHanover, NH2026-10-23
Signaturefd, LLC
190$12.0K0.0%IndexLowAtlanta, GA2026-10-23
Eastern Bank
183$11.6K0.0%GrowthMediumBoston, MA2026-10-05
Register Financial Advisors LLC
150$9.5K0.0%GARPLowAtlanta, GA2026-10-23
Portfolio Resources Advisor Group, Inc.
134$8.5K0.0%ETFMediumCoral Gables, FL2026-10-20
Creative Financial Designs Inc
100$6.3K0.0%ETFMediumKokomo, IN2026-11-04
Archer Investment Corp
95$6.0K0.0%CoreMediumCarmel, IN2026-11-05
Bfsg, LLC
77$4.9K0.0%CoreLowIrvine, CA2026-10-30
Brown, Lisle Ings, Inc.
58$3.7K0.0%CoreVery LowProvidence, RI2026-10-16
Pension & Wealth Management Advisors, Inc.
55$3.5K0.0%ETFLowWaltham, MA2026-10-16
Lodestone Wealth Management LLC
50$3.2K0.0%CoreLowSpokane, WA2026-10-14
Blue Trust, Inc.
23$1.5K0.0%ETFLowBrentwood, TN2026-10-15
Abound Wealth Management
19$1.2K0.0%ETFVery LowFranklin, TN2026-10-26
Rachor Investment Advisory Services, LLC
10$6330.0%ETFVery LowLinden, MI2026-10-29
Signature Equity Partners, LLC
2$1260.0%GrowthMediumColumbus, OH2026-10-29