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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$2.26K
CAS
227
Coppell Advisory Solutions
Texas
$2.26K +$2.35K +50 New
CASC
228
Coppell Advisory Solutions Corp
Texas
$2.26K +$2.35K +50 New
CA
229
Centerpoint Advisors
Massachusetts
$2K +$1.64K +35 New
Parallax Volatility Advisers
230
Parallax Volatility Advisers
California
$45 -$1.62M -34,429 -100%
BHB
231
Bank Hapoalim BM
Israel
-$16.6M -374,000 Closed
CCMG
232
Clark Capital Management Group
Pennsylvania
-$8.24M -186,121 Closed
HF
233
HRT Financial
New York
-$3.38M -76,373 Closed
SFS
234
Sowell Financial Services
Arkansas
-$2.67M -60,349 Closed
BS
235
Banco Santander
Spain
-$2.62M -59,120 Closed
PAG
236
Private Advisor Group
New Jersey
-$2.11M -47,659 Closed
TI
237
Truepoint Inc
Ohio
-$1.41M -31,810 Closed
PR
238
Payden & Rygel
California
-$1.36M -30,800 Closed
SG Americas Securities
239
SG Americas Securities
New York
-$841K -18,979 Closed
WI
240
Wintrust Investments
Illinois
-$781K -17,628 Closed
BCM
241
Barometer Capital Management
Ontario, Canada
-$753K -17,000 Closed
Simplex Trading
242
Simplex Trading
Illinois
-$596K -13,459 Closed
SIC
243
SFE Investment Counsel
California
-$520K -11,730 Closed
Principal Financial Group
244
Principal Financial Group
Iowa
-$462K -10,420 Closed
EP
245
Edgestream Partners
New Jersey
-$430K -9,713 Closed
CAG
246
Csenge Advisory Group
Florida
-$286K -6,459 Closed
GSC
247
Ground Swell Capital
South Carolina
-$260K -5,879 Closed
LP
248
LGL Partners
Pennsylvania
-$259K -5,843 Closed
Vontobel Holding
249
Vontobel Holding
Switzerland
-$257K -5,800 Closed
AWS
250
Atria Wealth Solutions
New York
-$250K -5,640 Closed

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.