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State Street SPDR S&P Bank ETF

279 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.6% less ownership

Funds ownership: 52.46%48.86% (-3.6%)

11% less capital invested

Capital invested by funds: $1.68B → $1.5B (-$176M)

68% less call options, than puts

Call options by funds: $143M | Put options by funds: $448M

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
88
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$76K +$77K +1,389 New
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.5K +$4.99K +90 +7%
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$64K -$717K -12,930 -92%
RA
229
Rise Advisors
New York
$62K +$63K +1,136 New
CFB
230
Cullen/Frost Bankers
Texas
$60K
TWC
231
TD Waterhouse Canada
Ontario, Canada
$58.8K +$57.1K +1,030 New
ME
232
McIlrath & Eck
Washington
$53K
AA
233
AlphaMark Advisors
Kentucky
$52K -$1.39K -25 -3%
RIM
234
Rockbridge Investment Management
New York
$50K
BWA
235
BDO Wealth Advisors
Florida
$45K
TSWM
236
Tyler-Stone Wealth Management
Ohio
$45K +$45.5K +821 New
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$38.8K +700 +700%
WT
238
Washington Trust
Rhode Island
$42K
CMA
239
Cedar Mountain Advisors
Oregon
$40K +$111 +2 +0.3%
SWM
240
Sugarloaf Wealth Management
Georgia
$38K +$111 +2 +0.3%
EWA
241
EverSource Wealth Advisors
Alabama
$36K +$36.9K +665 New
FWM
242
Focused Wealth Management
New York
$30K
IA
243
IFP Advisors
Florida
$29K
DSC
244
Duncker Streett & Co
Missouri
$25K -$5.82K -105 -19%
NFSG
245
Newbridge Financial Services Group
Florida
$25K +$166 +3 +0.7%
WWMSC
246
Wagner Wealth Management (South Carolina)
South Carolina
$24K +$166 +3 +0.7%
CTC
247
Central Trust Company
Missouri
$23K
GWM
248
Geneos Wealth Management
Colorado
$21K +$12.9K +233 +137%
HNB
249
Huntington National Bank
Ohio
$20K
IPW
250
IronBridge Private Wealth
Texas
$19K

KBE Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2021, worth a combined $1.5B — down 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KBE positions and 36 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $15M. The largest seller was Citigroup, cutting an estimated $78.4M.

  • 279 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $1.5B of State Street SPDR S&P Bank ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2021 and 36 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2021 was Partners Capital Investment Group, an estimated $15M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2021 was Citigroup, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2021.