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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
HI
251
Hudock Inc
Pennsylvania
$18K
Optiver Holding
252
Optiver Holding
Netherlands
$17K +$17K +306 New
TCWM
253
Total Clarity Wealth Management
Illinois
$16K -$8.59K -155 -34%
VCM
254
Viewpoint Capital Management
Washington
$15K +$15.2K +275 New
AA
255
Ancora Advisors
Ohio
$14K
AAP
256
Arax Advisory Partners
Colorado
$14K +$55 +1 +0.4%
AP
257
Advisors Preferred
Maryland
$13K +$12.9K +233 New
DI
258
Disciplined Investments
Oklahoma
$12K +$111 +2 +0.9%
AA
259
Addison Advisors
Vermont
$11K
KTC
260
Kistler-Tiffany Companies
Pennsylvania
$11K
SBL
261
Sargent Bickham Lagudis
Colorado
$11K
AF
262
Allworth Financial
California
$10K
CIAS
263
Capital Investment Advisory Services
North Carolina
$10K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$10K +$9.97K +180 New
AWM
265
Avior Wealth Management
Nebraska
$10K +$11.1K +200 New
Barclays
266
Barclays
United Kingdom
$9K -$90.8K -1,638 -90%
UIA
267
Ulland Investment Advisors
Minnesota
$7K +$6.87K +124 New
US Bancorp
268
US Bancorp
Minnesota
$6K
TWM
269
Tradition Wealth Management
Minnesota
$5K -$20.1K -363 -78%
RMC
270
Resources Management Corp
Connecticut
$5K
MWM
271
Mascoma Wealth Management
New Hampshire
$4K +$554 +10 +17%
GFPC
272
Global Financial Private Client
Florida
$3.6K
WAS
273
Winch Advisory Services
Wisconsin
$3K +$2.94K +53 New
AIM
274
Anchor Investment Management
South Carolina
$2.73K
CAM
275
Costello Asset Management
Pennsylvania
$2K +$2.22K +40 New

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.