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SPDR S&P Bank ETF
KBE

Overview Fund Activity

258 hedge funds and large institutions have $2.61B invested in SPDR S&P Bank ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
5.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
48
Increased
93
Reduced
67
Closed
31
Calls
$64.2M
Puts
$200M
Net Calls
-$136M
Net Calls Change
+$12.4M

Top Buyers

1
Barclays
Barclays
United Kingdom
$52.1M
2
Goldman Sachs
Goldman Sachs
New York
$793M
3
DVM
Dreman Value Management
Florida
$41.4M
4
LMIM
Lockheed Martin Investment Management
Maryland
$45.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$148M
2
Northern Trust
Northern Trust
Illinois
$321K
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
4
TD Asset Management
TD Asset Management
Ontario, Canada
$0
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
226
San Francisco Sentry Investment Group
California
$26K – – –
SEI Investments
227
SEI Investments
Pennsylvania
$25K -$13.8K -290 -36%
BBHC
228
Brown Brothers Harriman & Co
New York
$24K – – –
OC
229
Oakworth Capital
Alabama
$24K – – –
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$22K -$96.4K -2,006 -81%
AIS
231
Accurate Investment Solutions
Pennsylvania
$20K +$2.31K +48 +13%
EWM
232
Edge Wealth Management
New York
$19K – – –
WWM
233
Wagner Wealth Management
South Carolina
$19K +$47 +1 +0.2%
AIM
234
Advantage Investment Management
Iowa
$19K +$1.56K +33 +9%
MRCM
235
M&R Capital Management
New Jersey
$18K +$18K +395 New
PGWM
236
Parisi Gray Wealth Management
New Jersey
$16K +$8.9K +188 +125%
TC
237
Trilogy Capital
California
$16K +$16K +326 New
PG
238
Patten Group
Tennessee
$15K +$5.39K +115 +56%
LNB
239
Ledyard National Bank
$14K -$14.7K -300 -51%
CTC
240
Central Trust Company
Missouri
$14K – – –
GWM
241
Geneos Wealth Management
Colorado
$13K – – –
SBL
242
Sargent Bickham Lagudis
Colorado
$10K -$13.7K -285 -58%
WCAMG
243
Woodard & Company Asset Management Group
North Carolina
$10K – – –
WPA
244
West Paces Advisors
Georgia
$9.58K +$9.58K +200 New
APA
245
American Portfolios Advisors
New York
$7.66K – – –
TCOV
246
Trust Company of Vermont
Vermont
$7K – – –
TCM
247
Tradewinds Capital Management
Washington
$6K – – –
JCM
248
Jacobi Capital Management
Pennsylvania
$6K – – –
BWA
249
BDO Wealth Advisors
Florida
$5K – – –
SWM
250
SeaCrest Wealth Management
New York
$5K – – –
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