KBE — SPDR SERIES TRUST SPDR KBW BK ETF

Ownership history in ProVise Management Group, LLC  ·  23 quarters on record

AI Ownership Summary

ProVise Management Group, LLC reported SPDR SERIES TRUST SPDR KBW BK ETF (KBE) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q4. The latest visible filing shows KBE at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ProVise Management Group, LLC's position in SPDR SERIES TRUST SPDR KBW BK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KBE was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KBE stock page ProVise Management Group, LLC fund profile ProVise Management Group, LLC full holdings
How ProVise Management Group, LLC held KBE — position size vs. price
% of Fund (quarterly)    KBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 215,959 +6,463 +3.1% 0.93% $13.1M 2026-02-14 (Est.) $64.71
2025 Q3 ADDED 209,496 +8,557 +4.3% 0.92% $12.4M 2025-11-13 $56.45
2025 Q2 ADDED 200,939 +791 +0.4% 0.88% $11.2M 2025-08-08 $55.04
2025 Q1 ADDED 200,148 +10,370 +5.5% 0.90% $10.6M 2025-05-08 $51.59
2024 Q4 REDUCED 189,778 -5,952 -3.0% 0.90% $10.5M 2025-02-11 $57.46
2024 Q3 ADDED 195,730 +4,851 +2.5% 0.82% $10.4M 2024-11-12 $58.55
2024 Q2 ADDED 190,879 +6,038 +3.3% 0.75% $8.9M 2024-08-12 $46.75
2024 Q1 ADDED 184,841 +15,555 +9.2% 0.75% $8.7M 2024-05-09 $44.96
2023 Q4 ADDED 169,286 +713 +0.4% 0.66% $7.8M 2024-02-09 $41.21
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KBE

As of 2026 Q1 — sorted by position size

Value Investment Professionals, LLC 0.52% RCW Management, LLC 0.45% Sage Capital Management, LLC 0.18% Montecito Bank & Trust 3Y 7Y 0.08% Accel Wealth Management 3Y 0.06% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.06% Sovereign Financial Group, Inc. 3Y 0.04% Magnus Financial Group LLC 3Y 7Y 0.04% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.03% ANDERSON HOAGLAND & CO 3Y 7Y 0.03%

FAQ About ProVise Management Group, LLC and KBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has ProVise Management Group, LLC reported owning KBE?

ProVise Management Group, LLC reported KBE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KBE position in ProVise Management Group, LLC's portfolio?

The largest reported portfolio weight for KBE was 0.93% in 2025 Q4.

What is the latest reported KBE position on this page?

The most recent filing on this page is 2025 Q4, when ProVise Management Group, LLC reported 215,959 shares, equal to 0.93% of portfolio, with an estimated market value of $13.1M.

What does the chart on this KBE ownership page compare?

The chart compares ProVise Management Group, LLC's quarterly KBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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