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SPDR S&P Bank ETF
KBE

Overview Fund Activity

242 hedge funds and large institutions have $948M invested in SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-14
Holders Change %
-5.47%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M

Top Buyers

1
BHB
Bank Hapoalim BM
Israel
$16.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$17.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
5
UBS Group
UBS Group
Switzerland
$38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
Citigroup
Citigroup
New York
$14.9M
3
MIH
Meitav Investment House
Israel
$24.5M
4
Bank of America
Bank of America
North Carolina
$78.7M
5
Morgan Stanley
Morgan Stanley
New York
$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Telemus Capital
Michigan
– -$534K -12,173 Closed
Northern Trust
252
Northern Trust
Illinois
– -$517K -11,780 Closed
MMA
253
Miracle Mile Advisors
California
– -$414K -9,425 Closed
AIFAIM
254
American Institute for Advanced Investment Management
Arizona
– -$346K -7,887 Closed
VWM
255
Venturi Wealth Management
Texas
– -$329K -7,500 Closed
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
– -$327K -7,461 Closed
CW
257
CreativeOne Wealth
Kansas
– -$320K -7,285 Closed
LWM
258
Laidlaw Wealth Management
New York
– -$298K -6,790 Closed
VAG
259
VisionPoint Advisory Group
Texas
– -$322K -6,336 Closed
LFP
260
Leeward Financial Partners
Washington
– -$272K -6,203 Closed
IWA
261
Intercontinental Wealth Advisors
Texas
– -$252K -5,732 Closed
PPW
262
Parcion Private Wealth
Washington
– -$224K -4,813 Closed
CA
263
CoreCap Advisors
Michigan
– -$201K -4,577 Closed
BW
264
Bison Wealth
Georgia
– -$80K -1,821 Closed
FF
265
FourThought Financial
Florida
– -$56K -1,280 Closed
JPLA
266
Joseph P. Lucia & Associates
New York
– -$15K -350 Closed
AA
267
Ancora Advisors
Ohio
– -$11K -250 Closed
WOSD
268
WFA of San Diego
California
– -$9K -215 Closed
CI
269
CX Institutional
Indiana
– -$9K -209 Closed
AW
270
ACG Wealth
Georgia
– -$8K -190 Closed
EDRH
271
Edmond de Rothschild Holding
Switzerland
– -$7K -170 Closed
CPFP
272
Clear Perspectives Financial Planning
Ohio
– -$7K -160 Closed
FA
273
Fortis Advisors
Pennsylvania
– -$7K -151 Closed
WAS
274
Winch Advisory Services
Wisconsin
– -$2K -53 Closed
MPCG
275
Matrix Private Capital Group
New York
– -$2K -53 Closed
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