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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 %
WT
251
Washington Trust
Rhode Island
$40K – – –
CMA
252
Cedar Mountain Advisors
Oregon
$38K +$104 +2 +0.3%
SWM
253
Sugarloaf Wealth Management
Georgia
$36K +$103 +2 +0.3%
QCG
254
Quadrant Capital Group
Ohio
$33K -$60.1K -1,159 -65%
FWM
255
Focused Wealth Management
New York
$29K – – –
EWA
256
EverSource Wealth Advisors
Alabama
$27K -$7.73K -148 -22%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$27K +$27K +514 New
CFD
258
Creative Financial Designs
Indiana
$26K +$26K +500 New
DSC
259
Duncker Streett & Co
Missouri
$24K – – –
NFSG
260
Newbridge Financial Services Group
Florida
$24K +$574 +11 +2%
APA
261
American Portfolios Advisors
New York
$23.6K -$2.07M -39,645 -99%
CTC
262
Central Trust Company
Missouri
$22K – – –
GWM
263
Geneos Wealth Management
Colorado
$21K – – –
CFGS
264
Concourse Financial Group Securities
Alabama
$21K +$21K +400 New
AWM
265
Angeles Wealth Management
California
$21K +$21K +400 New
HNB
266
Huntington National Bank
Ohio
$19K -$20K – –
BBPWM
267
Blue Bell Private Wealth Management
Pennsylvania
$18K +$18K +350 New
FHA
268
First Horizon Advisors
Tennessee
$18K +$18K +350 New
JPLA
269
Joseph P. Lucia & Associates
New York
$18K +$18K +350 New
HI
270
Hudock Inc
Pennsylvania
$17K +$52 +1 +0.3%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$16K +$16K +300 New
TSW
272
Thompson Siegel & Walmsley
Virginia
$15K +$15K +281 New
VCM
273
Viewpoint Capital Management
Washington
$14K – – –
AA
274
Ancora Advisors
Ohio
$13K – – –
AAP
275
Arax Advisory Partners
Colorado
$13K +$101 +2 +0.8%
9 10
11
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