As of the latest SEC filings, STATE STREET SPDR S&P BANK ETF (KBE) is held by 10 institutional funds. The largest fund shareholder is Moderate Allocation Fund (N/A), holding an estimated $3,739,144.50 in market value, representing 4.09% of its portfolio.
Funds holding STATE STREET SPDR S&P BANK ETF (KBE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- KBE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Moderate Allocation Fund
|
ETF | Independent / Boutique | 4.09% | $3,739,144.50 | 62,790 | Mar 31, 2026 | May 22, 2026 |
|
MMDCX
Madison Moderate Allocation Fund
|
MF | Independent / Boutique | 4.02% | $3,466,067.43 | 53,997 | Apr 30, 2026 | Jun 23, 2026 |
|
MAGSX
Madison Aggressive Allocation Fund
|
MF | Independent / Boutique | 6.22% | $3,420,492.53 | 53,287 | Apr 30, 2026 | Jun 23, 2026 |
|
-
Aggressive Allocation Fund
|
ETF | Independent / Boutique | 6.03% | $2,208,173.55 | 37,081 | Mar 31, 2026 | May 22, 2026 |
|
-
Conservative Allocation Fund
|
ETF | Independent / Boutique | 2.29% | $1,028,785.80 | 17,276 | Mar 31, 2026 | May 22, 2026 |
|
-
Madison Target Retirement 2050 Fund
|
ETF | Independent / Boutique | 2.82% | $978,227.85 | 16,427 | Mar 31, 2026 | May 22, 2026 |
|
-
Madison Target Retirement 2040 Fund
|
ETF | Independent / Boutique | 2.30% | $902,837.55 | 15,161 | Mar 31, 2026 | May 22, 2026 |
|
MCNAX
Madison Conservative Allocation Fund
|
MF | Independent / Boutique | 2.03% | $704,742.01 | 10,979 | Apr 30, 2026 | Jun 23, 2026 |
|
-
Madison Target Retirement 2030 Fund
|
ETF | Independent / Boutique | 1.28% | $673,450.95 | 11,309 | Mar 31, 2026 | May 22, 2026 |
|
AVTM
Avantis Total Equity Markets ETF
|
ETF | American Century | 0.00% | $30,525.00 | 500 | Feb 28, 2026 | Apr 29, 2026 |
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