SPDR SERIES TRUST (KBE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
260
Reporting holders
$2.8B
Reported value
31.2%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $477.8M | 7,004,237 | 0.04% | 31q | +120.4%+$261.1M |
| MORGAN STANLEY | $467.0M | 6,846,216 | 0.02% | 35q | +396.3%+$372.9M |
| JANE STREET GROUP, LLC | $249.9M | 490,560 | 0.02% | 13q | -35.3%-$136.3M |
| BANK OF MONTREAL /CAN/ | $242.0M | 47,471 | 0.08% | 31q | -29.3%-$100.2M |
| Balyasny Asset Management L.P. | $180.6M | 202,831 | 0.23% | 12q | -51.2%-$189.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $168.5M | 16,785 | 0.01% | 31q | -81.2%-$727.3M |
| CITIGROUP INC | $136.9M | 2,006,963 | 0.05% | 31q | +336.4%+$105.5M |
| BARCLAYS PLC | $106.8M | 1,565,518 | 0.02% | 31q | +681.0%+$93.1M |
| BANK OF AMERICA CORP /DE/ | $88.3M | 1,294,676 | 0.01% | 31q | +20.0%+$14.7M |
| JPMORGAN CHASE & CO | $56.6M | 829,925 | 0.00% | 31q | +1055.4%+$51.7M |
| UBS Group AG | $51.8M | 524,433 | 0.01% | 31q | -19.6%-$12.6M |
| ROYAL BANK OF CANADA | $46.9M | 438,145 | 0.01% | 31q | -25.3%-$15.9M |
| WELLS FARGO & COMPANY/MN | $45.4M | 664,895 | 0.01% | 31q | -48.4%-$42.6M |
| Wharton Business Group, LLC | $36.6M | 537,221 | 1.23% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $32.8M | 480,940 | 0.02% | 9q | -50.6%-$33.7M |
| CITADEL ADVISORS LLC | $29.9M | 56,400 | 0.00% | 31q | +523.9%+$25.1M |
| LPL Financial LLC | $24.2M | 355,424 | 0.01% | 31q | +6.2%+$1.4M |
| PNC Financial Services Group, Inc. | $20.8M | 304,248 | 0.01% | 31q | -3.3%-$707.7K |
| PRUDENTIAL PLC | $17.8M | 261,100 | 0.10% | new | NEW |
| Kestra Advisory Services, LLC | $16.8M | 246,764 | 0.05% | 24q | +1568.5%+$15.8M |
| ProVise Management Group, LLC | $15.9M | 233,055 | 1.07% | 22q | +5.2%+$790.1K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $14.5M | 211,894 | 7.24% | 11q | +1.2%+$164.5K |
| Walleye Trading LLC | $13.3M | 45,456 | 0.02% | 25q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $13.0M | 190,106 | 0.00% | 31q | +60.7%+$4.9M |
| Bank of New York Mellon Corp | $11.7M | 171,831 | 0.00% | 5q | -39.0%-$7.5M |
| Madison Asset Management, LLC | $10.8M | 157,868 | 0.13% | 7q | -53.0%-$12.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $10.0M | 147,211 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 132,748 | 0.00% | 7q | -5.5%-$523.5K |
| MRA Advisory Group | $7.7M | 112,634 | 2.79% | 3q | +4.9%+$357.1K |
| Measured Wealth Private Client Group, LLC | $7.1M | 104,704 | 1.73% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $6.8M | options only | 0.01% | 10q | OPTIONS |
| CAPITAL FUND MANAGEMENT S.A. | $6.6M | 97,279 | 0.03% | 14q | HELD |
| Empowered Funds, LLC | $6.4M | 93,708 | 0.03% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $6.0M | 88,460 | 0.01% | 31q | -6.3%-$405.8K |
| RENAISSANCE TECHNOLOGIES LLC | $5.9M | 85,854 | 0.01% | 2q | +144.6%+$3.5M |
| Sage Advisory Services, Ltd.Co. | $5.4M | 78,821 | 2.65% | 3q | -35.6%-$3.0M |
| Agave Capital Management Ltd | $5.3M | 78,015 | 0.58% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $5.2M | 76,490 | 0.00% | 31q | +43.5%+$1.6M |
| STIFEL FINANCIAL CORP | $5.0M | 73,743 | 0.00% | 31q | -5.6%-$298.1K |
| Trans-Canada Capital Inc. | $4.8M | 70,000 | 0.26% | 7q | HELD |
| Cetera Investment Advisers | $4.7M | 69,573 | 0.00% | 22q | +38.3%+$1.3M |
| Evolution Wealth Advisors, LLC | $3.6M | 53,022 | 0.42% | 14q | HELD |
| Atlantic Union Bankshares Corp | $3.1M | 45,846 | 0.05% | 5q | -0.9%-$27.0K |
| Sanctuary Advisors, LLC | $3.1M | 45,291 | 0.01% | 8q | +14.4%+$389.7K |
| Integrated Wealth Concepts LLC | $3.1M | 45,158 | 0.02% | 2q | +312.8%+$2.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $2.6M | 38,024 | 0.02% | new | NEW |
| LOM Asset Management Ltd | $2.3M | 33,175 | 0.58% | 5q | HELD |
| D. E. Shaw & Co., Inc. | $2.2M | 32,497 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $2.0M | 29,361 | 0.04% | 2q | +594.6%+$1.7M |
| Verition Fund Management LLC | $1.9M | options only | 0.00% | 2q | OPTIONS |
| Migdal Insurance & Financial Holdings Ltd. | $1.9M | 27,250 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $1.8M | 26,775 | 0.01% | 27q | +43.1%+$550.2K |
| Advisory Services Network, LLC | $1.8M | 25,695 | 0.02% | 15q | +96.1%+$859.0K |
| SummitTX Capital, L.P. | $1.6M | 23,262 | 0.04% | 2q | +33.5%+$398.3K |
| OSAIC HOLDINGS, INC. | $1.5M | 21,535 | 0.00% | 26q | -26.1%-$520.4K |
| Wealthspire Advisors, LLC | $1.5M | 21,525 | 0.01% | new | NEW |
| Tidal Investments LLC | $1.4M | 21,237 | 0.00% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.4M | 20,472 | 0.01% | 11q | HELD |
| OPPENHEIMER & CO INC | $1.3M | 19,754 | 0.01% | 4q | +10.6%+$129.7K |
| Clark Capital Management Group, Inc. | $1.3M | 19,565 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.3M | 18,874 | 0.00% | 31q | -82.9%-$6.2M |
| FIRST TRUST ADVISORS LP | $1.3M | 18,839 | 0.00% | 6q | -48.7%-$1.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 18,786 | 0.00% | 31q | +4.5%+$54.6K |
| TRUIST FINANCIAL CORP | $1.3M | 18,591 | 0.00% | 25q | +6.3%+$75.1K |
| FMR LLC | $1.3M | 18,552 | 0.00% | 31q | +79.6%+$560.8K |
| WEST MICHIGAN ADVISORS, LLC | $1.3M | 19,862 | 0.13% | 2q | +87.1%+$588.0K |
| Vectors Research Management, LLC | $1.3M | 18,332 | 0.33% | 8q | +59.5%+$466.8K |
| Qube Research & Technologies Ltd | $1.2M | 17,783 | 0.00% | 8q | +831.5%+$1.1M |
| Baird Financial Group, Inc. | $1.2M | 17,579 | 0.00% | 11q | +1.9%+$22.3K |
| Segment Wealth Management, LLC | $1.2M | 17,500 | 0.06% | 11q | -19.5%-$289.9K |
| DRW Securities, LLC | $1.2M | 17,460 | 0.03% | 6q | -15.0%-$210.7K |
| Forum Financial Management, LP | $1.2M | 17,056 | 0.01% | 7q | HELD |
| Curi Capital, LLC | $995.1K | 14,587 | 0.02% | 23q | HELD |
| ALTFEST L J & CO INC | $970.9K | 14,232 | 0.09% | 11q | +2.8%+$26.8K |
| Lido Advisors, LLC | $952.5K | 13,962 | 0.00% | 6q | +29.9%+$219.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $941.2K | 13,797 | 0.00% | 31q | +11.6%+$98.2K |
| Atria Investments, Inc | $940.7K | 13,790 | 0.01% | 5q | +25.2%+$189.6K |
| NTV Asset Management LLC | $935.3K | 13,710 | 0.09% | 3q | HELD |
| Stirlingshire Investments, Inc. | $887.0K | 13,003 | 0.66% | 3q | -0.6%-$5.3K |
| Mariner, LLC | $817.0K | 11,971 | 0.00% | 4q | -7.9%-$70.4K |
| Corient Private Wealth LP | $814.5K | 11,940 | 0.00% | 12q | +52.3%+$279.7K |
| TWO SIGMA SECURITIES, LLC | $806.1K | 11,816 | 0.07% | new | NEW |
| Cerity Partners LLC | $801.5K | 11,756 | 0.00% | 11q | +44.6%+$247.1K |
| MAI Capital Management | $791.4K | 11,601 | 0.00% | 31q | +30.4%+$184.6K |
| StoneX Group Inc. | $777.3K | 12,024 | 0.03% | new | NEW |
| Waterloo Capital, L.P. | $763.2K | 11,187 | 0.04% | new | NEW |
| Summit Financial, LLC | $742.5K | 10,885 | 0.01% | 9q | +4.0%+$28.2K |
| COURIER CAPITAL LLC | $733.1K | 10,746 | 0.04% | 13q | HELD |
| Pathstone Holdings, LLC | $714.0K | 10,465 | 0.00% | 11q | +1.4%+$9.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $713.0K | 10,451 | 0.01% | 13q | HELD |
| HighTower Advisors, LLC | $711.2K | 10,425 | 0.00% | 31q | +2.1%+$14.9K |
| STEPHENS INC /AR/ | $672.6K | 9,860 | 0.01% | 19q | HELD |
| SIMPLEX TRADING, LLC | $646.7K | 9,479 | 0.00% | 7q | -25.5%-$220.8K |
| CALTON & ASSOCIATES, INC. | $643.9K | 9,438 | 0.09% | 11q | -9.4%-$67.1K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $643.8K | 9,452 | 0.00% | 10q | -31.5%-$296.1K |
| Graves Light Lenhart Wealth, Inc. | $639.0K | 9,367 | 0.06% | 31q | HELD |
| HANOVER ADVISORS INC | $636.8K | 9,335 | 0.23% | 3q | -6.7%-$46.0K |
| NORTH STAR ASSET MANAGEMENT INC | $621.8K | 9,115 | 0.02% | 31q | HELD |
| Simmons Bank | $613.1K | 8,987 | 0.03% | 31q | HELD |
| Voya Financial Advisors, Inc. | $600.2K | 8,799 | 0.05% | 3q | -31.3%-$273.7K |
Showing the largest 100 of 269 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 260 | $2.8B | 28,062,962 | 41 | 62 | 64 | 31.2% |
| Q1 2026 | 241 | $2.1B | 16,275,607 | 22 | 68 | 64 | 53.6% |
| Q4 2025 | 257 | $1.6B | 14,706,412 | 33 | 57 | 69 | 44.1% |
| Q3 2025 | 235 | $1.3B | 16,287,914 | 29 | 53 | 60 | 26.0% |
| Q2 2025 | 236 | $1.4B | 18,274,115 | 43 | 51 | 63 | 28.5% |
| Q1 2025 | 231 | $1.2B | 18,203,337 | 35 | 62 | 54 | 21.6% |
| Q4 2024 | 242 | $1.3B | 16,705,748 | 48 | 57 | 53 | 28.3% |
| Q3 2024 | 202 | $902.1M | 11,867,909 | 31 | 51 | 54 | 30.4% |
| Q2 2024 | 201 | $665.1M | 12,347,875 | 20 | 44 | 62 | 13.8% |
| Q1 2024 | 201 | $850.6M | 15,776,184 | 33 | 31 | 73 | 12.7% |
| Q4 2023 | 215 | $1.2B | 22,338,860 | 41 | 46 | 64 | 16.8% |
| Q3 2023 | 182 | $672.7M | 14,062,353 | 19 | 34 | 72 | 22.9% |
| Q2 2023 | 187 | $924.8M | 18,547,532 | 30 | 43 | 64 | 27.8% |
| Q1 2023 | 188 | $1.1B | 18,085,846 | 34 | 55 | 49 | 37.4% |
| Q4 2022 | 185 | $1.1B | 17,974,554 | 18 | 40 | 68 | 26.4% |
| Q3 2022 | 246 | $1.1B | 21,536,660 | 26 | 53 | 81 | 16.6% |
| Q2 2022 | 259 | $1.2B | 25,034,886 | 22 | 63 | 88 | 8.4% |
| Q1 2022 | 302 | $1.5B | 25,109,941 | 53 | 83 | 71 | 13.0% |
| Q4 2021 | 289 | $2.2B | 27,539,470 | 36 | 78 | 65 | 31.0% |
| Q3 2021 | 272 | $2.2B | 31,770,371 | 29 | 73 | 86 | 24.5% |
| Q2 2021 | 286 | $2.1B | 31,833,207 | 42 | 83 | 58 | 23.9% |
| Q1 2021 | 291 | $2.5B | 37,182,715 | 95 | 69 | 53 | 22.8% |
| Q4 2020 | 215 | $2.0B | 29,913,326 | 60 | 39 | 53 | 36.9% |
| Q3 2020 | 171 | $1.1B | 24,278,181 | 27 | 43 | 57 | 35.8% |
| Q2 2020 | 191 | $1.1B | 24,637,071 | 42 | 44 | 57 | 28.1% |
| Q1 2020 | 173 | $687.7M | 19,831,087 | 27 | 35 | 65 | 22.2% |
| Q4 2019 | 222 | $1.3B | 21,600,427 | 40 | 39 | 66 | 21.5% |
| Q3 2019 | 198 | $1.2B | 21,455,253 | 29 | 39 | 77 | 25.2% |
| Q2 2019 | 198 | $1.3B | 22,775,104 | 15 | 47 | 78 | 21.9% |
| Q1 2019 | 222 | $1.4B | 28,552,445 | 28 | 34 | 95 | 16.2% |
| Q4 2018 | 228 | $2.0B | 43,342,341 | 3 | 2 | 10 | 18.5% |