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SPDR S&P Bank ETF
KBE

Overview Fund Activity

298 hedge funds and large institutions have $1.3B invested in SPDR S&P Bank ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+20
Holders Change %
+7.19%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
64
Increased
95
Reduced
76
Closed
41
Calls
$46.4M
Puts
$148M
Net Calls
-$102M
Net Calls Change
+$203M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$104M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$12.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.4M
5
MIH
Meitav Investment House
Israel
$46.2M

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
$113K
2
CWM
Congress Wealth Management
Massachusetts
$465K
3
Citigroup
Citigroup
New York
$36.6M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$127K +$630 +12 +0.5%
GRP
227
Global Retirement Partners
California
$127K +$127K +2,721 New
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K +$52.4K +1,000 +72%
UB
229
UMB Bank
Missouri
$122K – – –
BW
230
Bison Wealth
Georgia
$115K – – –
EDRH
231
Edmond de Rothschild Holding
Switzerland
$113K -$60.7M -1,157,322 -100%
GWM
232
Guardian Wealth Management
Illinois
$108K +$52 +1 +0%
PFS
233
Prospera Financial Services
Texas
$92K +$92K +1,748 New
GT
234
Glenmede Trust
Pennsylvania
$88K – – –
RFWA
235
RPg Family Wealth Advisory
Massachusetts
$82.9K – – –
MWC
236
MBM Wealth Consultants
Missouri
$79K -$7.39K -141 -9%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$73K – – –
FF
238
FourThought Financial
Florida
$67K +$67K +1,280 New
TWC
239
TD Waterhouse Canada
Ontario, Canada
$65.6K +$12.2K +235 +23%
RA
240
Rise Advisors
New York
$60K +$367 +7 +0.6%
Bank Julius Baer & Co
241
Bank Julius Baer & Co
Switzerland
$59K +$59K +1,120 New
CFB
242
Cullen/Frost Bankers
Texas
$58K – – –
ME
243
McIlrath & Eck
Washington
$51K – – –
AA
244
AlphaMark Advisors
Kentucky
$50K -$262 -5 -0.5%
MWM
245
Mascoma Wealth Management
New Hampshire
$50K +$46.4K +890 +1,271%
RIM
246
Rockbridge Investment Management
New York
$47.5K – – –
SSG
247
Summit Securities Group
New York
$47K -$799K -15,300 -94%
WWM
248
Wagner Wealth Management
South Carolina
$46K +$23.2K +448 +101%
BWA
249
BDO Wealth Advisors
Florida
$43K – – –
TSWM
250
Tyler-Stone Wealth Management
Ohio
$43K +$52 +1 +0.1%
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