KBE · Insider trading · 13F holders · Congress trades
SPDR S&P bank ETF (KBE)
Who is buying and selling KBE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
KBE at a glance
- No open-market insider purchases or sales of KBE were filed in the last 90 days.
- 14 13F filers hold KBE among their 50 largest positions, worth $108.4M combined. The biggest bets by portfolio weight are Castlekeep Investment Advisors LLC (7.2%), MRA Advisory Group (2.7%) and Sage Advisory Services, Ltd.Co. (2.4%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
- Members of Congress have disclosed 6 KBE trades since 2017, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Jun 8, 2020.
- KBE last closed at $66.08 on Oct 30, 2026.
KBE insider trading
No open-market insider purchases or sales of KBE were filed in the last 90 days.
Who owns KBE? Hedge funds and superinvestors
14 13F filers hold KBE among their 50 largest positions, worth $108.4M combined. The biggest bets by portfolio weight are Castlekeep Investment Advisors LLC (7.2%), MRA Advisory Group (2.7%) and Sage Advisory Services, Ltd.Co. (2.4%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wharton Business Group, LLCWealth manager | 1.2% | $36.6M | 537,221 | -0.1% shares | Q2 2026 |
| ProVise Management Group, LLCWealth manager | 1.1% | $15.9M | 233,055 | +5.2% shares | Q2 2026 |
| Castlekeep Investment Advisors LLCInstitutional asset manager | 7.2% | $14.5M | 211,894 | +1.2% shares | Q2 2026 |
| Measured Wealth Private Client Group, LLCWealth manager | 1.7% | $7.1M | 104,704 | — | Q2 2026 |
| MRA Advisory GroupWealth manager | 2.7% | $7.1M | 112,569 | -0.1% shares | Q3 2026 |
| Agave Capital Management LtdHedge fund | 0.6% | $5.3M | 78,015 | New | Q2 2026 |
| Quantitative Investment Management, LLCHedge fund | 0.5% | $4.8M | 70,229 | — | Q2 2026 |
| Trans-Canada Capital Inc.Asset manager | 0.3% | $4.8M | 70,000 | +0.0% shares | Q2 2026 |
| Sage Advisory Services, Ltd.Co.Institutional asset manager | 2.4% | $4.5M | 70,710 | -10.3% shares | Q3 2026 |
| Evolution Wealth Advisors, LLCInstitutional asset manager | 0.4% | $3.6M | 53,022 | +0.0% shares | Q2 2026 |
| FDx Advisors, Inc.Institutional asset manager | 0.7% | $2.4M | 35,400 | -37.6% shares | Q2 2026 |
| Stirlingshire Investments, Inc.Wealth manager | 0.7% | $887K | 13,003 | -0.6% shares | Q2 2026 |
| RCW Management, LLCWealth manager | 0.5% | $507K | 7,429 | +0.0% shares | Q2 2026 |
| Vertex Investment Solutions Co., Ltd.Investment manager | 0.3% | $343K | 5,400 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 11). Screen KBE in the grand portfolio →
KBE stock trades by members of Congress
Members of Congress have disclosed 6 KBE trades since 2017, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Jun 8, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 27, 2021 | David P. JoyceR-OH · House | Buy | $1K–15K | Jun 8, 2020 | +74.6% |
| May 8, 2019 | David P. JoyceR-OH · House | Buy | $1K–15K | Mar 29, 2018 | +38.0% |
| May 8, 2019 | David P. JoyceR-OH · House | Buy | $1K–15K | Mar 17, 2017 | +48.2% |
| Jul 26, 2017 | David P. JoyceR-OH · House | Buy | $15K–50K | Jun 28, 2017 | +53.7% |
| Jul 26, 2017 | David P. JoyceR-OH · House | Buy | $15K–50K | Jun 28, 2017 | +53.7% |
| Jul 26, 2017 | David P. JoyceR-OH · House | Buy | $1K–15K | Mar 17, 2017 | +48.2% |
KBE questions and answers
Are insiders buying KBE stock?
No open-market insider purchases or sales of KBE were filed in the last 90 days.
Which hedge funds own KBE?
14 13F filers hold KBE among their 50 largest positions, worth $108.4M combined. The biggest bets by portfolio weight are Castlekeep Investment Advisors LLC (7.2%), MRA Advisory Group (2.7%) and Sage Advisory Services, Ltd.Co. (2.4%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
Has Congress traded KBE?
Members of Congress have disclosed 6 KBE trades since 2017, 1 purchase and 0 sales in the past year; the latest was David P. Joyce (R-OH), buying $1K–15K on Jun 8, 2020.
Who is the largest holder of KBE?
Among 13F filers, Wharton Business Group, LLC reports the largest KBE position, $36.6M (537,221 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Castlekeep Investment Advisors LLC's: 7.2% of its portfolio.
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