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SPDR S&P Bank ETF
KBE

Overview Fund Activity

243 hedge funds and large institutions have $2.41B invested in SPDR S&P Bank ETF in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+37
Holders Change %
+17.96%
% of All Funds
5.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
59
Increased
82
Reduced
60
Closed
19
Calls
$81.8M
Puts
$230M
Net Calls
-$148M
Net Calls Change
-$56.4M

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$341M
2
EC
2
EJF Capital
Virginia
$56.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$174M
4
Goldman Sachs
4
Goldman Sachs
New York
$739M
5
Bank of America
5
Bank of America
North Carolina
$158M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$5.47M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
SAM
3
Symphony Asset Management
California
$0
4
UBS Group
4
UBS Group
Switzerland
$61.6M
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$13M +$5.75M +121,520 +79%
CC
27
Cadinha & Co
Hawaii
$12.8M +$12.8M +271,259 New
LPL Financial
28
LPL Financial
California
$12.7M +$1.95M +41,217 +18%
RVPG
29
Relative Value Partners Group
$12.7M +$119K +2,518 +1%
SH
30
SeaTown Holdings
Singapore
$12.6M -$9.97M -210,700 -44%
RWP
31
RWA Wealth Partners
Massachusetts
$10.3M +$3.43M +72,520 +50%
WC
32
Wexford Capital
Florida
$9.94M +$9.94M +210,051 New
HHMI
33
Howard Hughes Medical Institute
Maryland
$9.47M – – –
MS
34
Marshall & Sullivan
Washington
$9.24M +$79.3K +1,675 +0.9%
GIM
35
Guild Investment Management
California
$9.09M +$9.09M +192,030 New
RJA
36
Raymond James & Associates
Florida
$7.48M +$734K +15,511 +11%
Ameriprise
37
Ameriprise
Minnesota
$7.44M +$4.63M +97,710 +164%
CS
38
Credit Suisse
Switzerland
$7.27M +$5.01M +105,893 +223%
MSWM
39
Mader & Shannon Wealth Management
Missouri
$7.16M +$7.16M +151,254 New
TSS
40
Two Sigma Securities
New York
$6.88M +$6.88M +145,403 New
MPM
41
Meritage Portfolio Management
Kansas
$6.83M -$96K -2,027 -1%
SSB
42
Sandy Spring Bank
Maryland
$6.6M -$158K -3,338 -2%
MCM
43
MAI Capital Management
Ohio
$6.21M +$2.78M +58,692 +81%
GCA
44
Greenwood Capital Associates
South Carolina
$6.16M +$6.16M +130,160 New
LFR
45
Lehman Financial Resources
Pennsylvania
$6.15M -$132K -2,795 -2%
Jane Street
46
Jane Street
New York
$5.89M +$4.89M +103,303 +490%
BCM
47
Barometer Capital Management
Ontario, Canada
$5.66M +$1.68M +35,400 +42%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$5.47M -$41.2M -869,585 -88%
LMIM
49
Lockheed Martin Investment Management
Maryland
$5.42M – – –
DSAM
50
Dock Street Asset Management
Florida
$5.3M +$29.4K +622 +0.6%
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