KBE Institutional Ownership
State Street SPDR S&P Bank ETF
1W: -1.5%
1M: -5.8%
3M: -7.0%
YTD: +5.2%
1Y: +9.0%
3Y: +87.5%
5Y: +39.2%
$64.36
+0.72 (+1.13%)
Weekly Expected Move ±2.0%
$62
$63
$64
$66
$67
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — KBE
293
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
47
New Positions
75
Increased
99
Reduced
28
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (320 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 7,004,237 | 451M | +3,826,659 | +120.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 6,846,216 | 441M | +5,466,662 | +396.3% | 60Q | SEC ↗ |
| 3 | CITIGROUP INC | 2,006,963 | 129M | +1,547,031 | +336.4% | 58Q | SEC ↗ |
| 4 | BARCLAYS PLC | 1,565,518 | 101M | +1,365,072 | +681.0% | 48Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,294,676 | 83M | +215,759 | +20.0% | 15Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 829,925 | 53M | +758,093 | +1055.4% | 53Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 664,895 | 43M | +20,468 | +3.2% | 71Q | SEC ↗ |
| 8 | Wharton Business Group, LLC | 537,221 | 35M | -625 | -0.1% | 62Q | SEC ↗ |
| 9 | UBS Group AG | 524,433 | 34M | -128,077 | -19.6% | 47Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 490,560 | 32M | -267,519 | -35.3% | 13Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 480,940 | 31M | -493,500 | -50.6% | 9Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 438,145 | 28M | -148,128 | -25.3% | 67Q | SEC ↗ |
| 13 | LPL Financial LLC | 355,424 | 23M | +20,882 | +6.2% | 53Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 324,198 | 21M | -10,650 | -3.2% | 8Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 304,248 | 20M | -10,374 | -3.3% | 15Q | SEC ↗ |
| 16 | PRUDENTIAL PLC NEW | 261,100 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 246,764 | 16M | +231,974 | +1568.5% | 24Q | SEC ↗ |
| 18 | ProVise Management Group, LLC | 233,055 | 15M | +11,581 | +5.2% | 22Q | SEC ↗ |
| 19 | CASTLEKEEP INVESTMENT ADVISORS LLC | 211,894 | 14M | +2,411 | +1.2% | 5Q | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 202,831 | 13M | -212,633 | -51.2% | 9Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 190,106 | 12M | +71,772 | +60.7% | 31Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 171,831 | 11M | -109,834 | -39.0% | 5Q | SEC ↗ |
| 23 | Madison Asset Management, LLC | 157,868 | 10M | -178,063 | -53.0% | 7Q | SEC ↗ |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRU NEW | 147,211 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 132,748 | 9M | -7,673 | -5.5% | 7Q | SEC ↗ |
| 26 | MRA Advisory Group | 112,634 | 7M | +5,234 | +4.9% | 3Q | SEC ↗ |
| 27 | SG Americas Securities, LLC NEW | 105,703 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Measured Wealth Private Client Group, NEW | 104,704 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | CAPITAL FUND MANAGEMENT S.A. | 97,279 | 6M | -114 | -0.1% | 3Q | SEC ↗ |
| 30 | Empowered Funds, LLC NEW | 93,708 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 88,460 | 6M | -5,949 | -6.3% | 33Q | SEC ↗ |
| 32 | RENAISSANCE TECHNOLOGIES LLC | 85,854 | 6M | +50,754 | +144.6% | 2Q | SEC ↗ |
| 33 | Sage Advisory Services, Ltd.Co. | 78,821 | 5M | -43,534 | -35.6% | 3Q | SEC ↗ |
| 34 | Agave Capital Management Ltd NEW | 78,015 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 35 | BNP PARIBAS FINANCIAL MARKETS | 76,490 | 5M | +23,181 | +43.5% | 46Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 73,743 | 5M | -4,369 | -5.6% | 49Q | SEC ↗ |
| 37 | Quantitative Investment Management, LL NEW | 70,229 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Trans-Canada Capital Inc. | 70,000 | 5M | — | +0.0% | 7Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 69,573 | 4M | +19,261 | +38.3% | 22Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 56,400 | 4M | +47,360 | +523.9% | 8Q | SEC ↗ |
| 41 | Evolution Wealth Advisors, LLC | 53,022 | 3M | — | +0.0% | 14Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 47,471 | 3M | -19,661 | -29.3% | 53Q | SEC ↗ |
| 43 | Atlantic Union Bankshares Corp | 45,846 | 3M | -396 | -0.9% | 5Q | SEC ↗ |
| 44 | Walleye Trading LLC NEW | 45,456 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Sanctuary Advisors, LLC | 45,291 | 3M | +5,712 | +14.4% | 8Q | SEC ↗ |
| 46 | MONETA GROUP INVESTMENT ADVISORS LLC NEW | 38,024 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | FDx Advisors, Inc. | 35,400 | 2M | -21,369 | -37.6% | 2Q | SEC ↗ |
| 48 | LOM Asset Management Ltd | 33,175 | 2M | -75 | -0.2% | 5Q | SEC ↗ |
| 49 | D. E. Shaw & Co., Inc. NEW | 32,497 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Y-Intercept (Hong Kong) Ltd | 29,361 | 2M | +25,134 | +594.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRUDENTIAL PLC | 261,100 | 17M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 147,211 | 9M |
| SG Americas Securities, LLC | 105,703 | 7M |
| Measured Wealth Private Client Grou | 104,704 | 7M |
| Empowered Funds, LLC | 93,708 | 6M |
| Agave Capital Management Ltd | 78,015 | 5M |
| Quantitative Investment Management, | 70,229 | 5M |
| Walleye Trading LLC | 45,456 | 3M |
| MONETA GROUP INVESTMENT ADVISORS LL | 38,024 | 2M |
| D. E. Shaw & Co., Inc. | 32,497 | 2M |
| Migdal Insurance & Financial Holdin | 27,250 | 2M |
| Wealthspire Advisors, LLC | 21,525 | 1M |
| Tidal Investments LLC | 21,237 | 1M |
| Clark Capital Management Group, Inc | 19,565 | 1M |
| StoneX Group Inc. | 12,024 | 774K |
| TWO SIGMA SECURITIES, LLC | 11,816 | 760K |
| Waterloo Capital, L.P. | 11,187 | 720K |
| CAPE COD FIVE CENTS SAVINGS BANK | 7,285 | 469K |
| VIMA LLC | 6,480 | 417K |
| CONTINUUM WEALTH ADVISORS, LLC | 5,163 | 332K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 229,743 | 15M |
| Point72 Asset Management, L.P. | 154,000 | 10M |
| HRT FINANCIAL LP | 105,442 | 7M |
| CREDIT INDUSTRIEL ET COMMERCIAL | 87,134 | 6M |
| Caption Management, LLC | 70,000 | 5M |
| Walleye Capital LLC | 60,864 | 4M |
| Arete Wealth Advisors, LLC | 57,888 | 4M |
| Benchmark Financial Wealth Advisors | 49,723 | 3M |
| Tower Research Capital LLC (TRC) | 47,240 | 3M |
| FLOW TRADERS U.S. LLC | 37,318 | 2M |
| IMC-Chicago, LLC | 36,834 | 2M |
| GTS SECURITIES LLC | 36,689 | 2M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 32,837 | 2M |
| Envestnet Portfolio Solutions, Inc. | 24,372 | 2M |
| SAPIENT CAPITAL LLC | 22,800 | 1M |
| Jefferies Financial Group Inc. | 16,653 | 1M |
| Trivium Point Advisory, LLC | 14,341 | 923K |
| Value Investment Professionals, LLC | 11,433 | 736K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 11,200 | 721K |
| Belpointe Asset Management LLC | 11,158 | 718K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +5,466,662 | +396.3% | 6,846,216 |
| GOLDMAN SACHS GROUP INC | +3,826,659 | +120.4% | 7,004,237 |
| CITIGROUP INC | +1,547,031 | +336.4% | 2,006,963 |
| BARCLAYS PLC | +1,365,072 | +681.0% | 1,565,518 |
| JPMORGAN CHASE & CO | +758,093 | +1055.4% | 829,925 |
| Kestra Advisory Services, LLC | +231,974 | +1568.5% | 246,764 |
| BANK OF AMERICA CORP /DE | +215,759 | +20.0% | 1,294,676 |
| ENVESTNET ASSET MANAGEMENT INC | +71,772 | +60.7% | 190,106 |
| RENAISSANCE TECHNOLOGIES LLC | +50,754 | +144.6% | 85,854 |
| CITADEL ADVISORS LLC | +47,360 | +523.9% | 56,400 |
| Y-Intercept (Hong Kong) Ltd | +25,134 | +594.6% | 29,361 |
| BNP PARIBAS FINANCIAL MARKETS | +23,181 | +43.5% | 76,490 |
| LPL Financial LLC | +20,882 | +6.2% | 355,424 |
| WELLS FARGO & COMPANY/MN | +20,468 | +3.2% | 664,895 |
| Cetera Investment Advisers | +19,261 | +38.3% | 69,573 |
| Qube Research & Technologies Ltd | +15,874 | +831.5% | 17,783 |
| Integrated Wealth Concepts LLC | +15,167 | +138.7% | 26,106 |
| Advisory Services Network, LLC | +12,592 | +96.1% | 25,695 |
| ProVise Management Group, LLC | +11,581 | +5.2% | 233,055 |
| CX Institutional | +8,692 | +1788.5% | 9,178 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -493,500 | -50.6% | 480,940 |
| JANE STREET GROUP, LLC | -267,519 | -35.3% | 490,560 |
| Balyasny Asset Management L.P. | -212,633 | -51.2% | 202,831 |
| Madison Asset Management, LLC | -178,063 | -53.0% | 157,868 |
| ROYAL BANK OF CANADA | -148,128 | -25.3% | 438,145 |
| UBS Group AG | -128,077 | -19.6% | 524,433 |
| Bank of New York Mellon Corp | -109,834 | -39.0% | 171,831 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -72,438 | -81.2% | 16,785 |
| Sage Advisory Services, Ltd.Co. | -43,534 | -35.6% | 78,821 |
| AMERIPRISE FINANCIAL INC | -36,160 | -65.7% | 18,874 |
| FDx Advisors, Inc. | -21,369 | -37.6% | 35,400 |
| BANK OF MONTREAL /CAN | -19,661 | -29.3% | 47,471 |
| FIRST TRUST ADVISORS LP | -17,898 | -48.7% | 18,839 |
| Janney Montgomery Scott LLC | -10,650 | -3.2% | 324,198 |
| PNC Financial Services Group, Inc. | -10,374 | -3.3% | 304,248 |
| RAYMOND JAMES FINANCIAL INC | -7,673 | -5.5% | 132,748 |
| OSAIC HOLDINGS, INC. | -7,625 | -26.1% | 21,535 |
| GROUP ONE TRADING LLC | -7,539 | -55.9% | 5,950 |
| CAPTRUST FINANCIAL ADVISORS | -5,949 | -6.3% | 88,460 |
| STIFEL FINANCIAL CORP | -4,369 | -5.6% | 73,743 |