KBE — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (KBE)? 11 institutions reported holding $8.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: MRA Advisory Group ($7.1M), Montecito Bank & Trust ($536,738), Graves Light Lenhart Wealth, Inc. ($512,162).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MRA Advisory Group | $7.1M | 112,569 | Trimmed |
| 2 | Montecito Bank & Trust | $536,738 | 8,490 | Hold |
| 3 | Graves Light Lenhart Wealth, Inc. | $512,162 | 8,101 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $306,463 | 4,848 | Added |
| 5 | TOTH FINANCIAL ADVISORY CORP | $72,071 | 1,140 | Trimmed |
| 6 | CoreCap Advisors, LLC | $67,076 | 1,061 | Hold |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $59,301 | 938 | Hold |
| 8 | CX Institutional | $28,000 | 442 | Trimmed |
| 9 | Trust Co | $22,506 | 356 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $21,052 | 333 | Hold |
| 11 | EASTERN BANK | $11,569 | 183 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30