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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
CA
251
Cetera Advisors
Colorado
-$236K -5,330 Closed
AWM
252
Avitas Wealth Management
California
-$227K -5,119 Closed
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
-$222K -5,022 Closed
KNW
254
Kesler Norman & Wride
Utah
-$219K -4,934 Closed
IWC
255
Integrated Wealth Concepts
Massachusetts
-$204K -4,603 Closed
WWM
256
Western Wealth Management
Colorado
-$202K -4,577 Closed
SWP
257
Stratos Wealth Partners
Ohio
-$200K -4,521 Closed
CL
258
COWA LLC
Oklahoma
-$170K -3,850 Closed
EW
259
Evoke Wealth
California
-$151K -3,400 Closed
OFG
260
Oxford Financial Group
Indiana
-$133K -3,000 Closed
FA
261
Flagstar Advisors
New York
-$71.9K -1,624 Closed
LDFR
262
Lehman & Derafelo Financial Resources
Pennsylvania
-$68K -1,534 Closed
OPW
263
Oxler Private Wealth
New York
-$90.4K -800 Closed
QCG
264
Quadrant Capital Group
Ohio
-$28K -636 Closed
AWM
265
Activest Wealth Management
Florida
-$18K -400 Closed
HI
266
Hudock Inc
Pennsylvania
-$14K -330 Closed
IAMOG
267
Investors Asset Management of Georgia
Georgia
-$13K -300 Closed
CAAS
268
Capital Asset Advisory Services
Michigan
-$2K -51 Closed
CAM
269
Costello Asset Management
Pennsylvania
-$2K -40 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.