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SPDR S&P Bank ETF
KBE

Overview Fund Activity

254 hedge funds and large institutions have $1.36B invested in SPDR S&P Bank ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

Holders
254
Holders Change
+37
Holders Change %
+17.05%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
67
Increased
65
Reduced
60
Closed
25
Calls
$29.4M
Puts
$336M
Net Calls
-$307M
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$128M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$64.9M
3
Jane Street
3
Jane Street
New York
$39.9M
4
UBS Group
4
UBS Group
Switzerland
$37.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$191M

Top Sellers

1
Citigroup
1
Citigroup
New York
$7.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$71.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.07M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.27M
5
KAS
5
Kestra Advisory Services
Texas
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.63M 155,613 +6,683 +4%
APF
27
Alaska Permanent Fund
Alaska
$8.49M 153,000 – –
Citigroup
28
Citigroup
New York
$7.14M 128,795 -1,211,104 -90%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$6.45M 116,224 -27,253 -19%
SGDR
30
SPX Gestao de Recursos
Brazil
$6.25M 112,734 +112,734 New
CM
31
Crestline Management
Texas
$5.32M 95,916 +95,916 New
CastleKeep Investment Advisors
32
CastleKeep Investment Advisors
Connecticut
$5.15M 92,849 -10,913 -11%
Stifel Financial
33
Stifel Financial
Missouri
$5.11M 92,162 -1,109 -1%
PCM
34
Pinnbrook Capital Management
New York
$4.96M 89,366 +89,366 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4.8M 86,569 +67,049 +343%
Capstone Investment Advisors
36
Capstone Investment Advisors
New York
$4.77M 85,924 +85,924 New
BAM
37
Belpointe Asset Management
Nevada
$4.38M 81,237 +75,744 +1,379%
TCC
38
Trans-Canada Capital
Quebec, Canada
$3.88M 70,000 +70,000 New
Ameriprise
39
Ameriprise
Minnesota
$3.76M 67,674 -38,420 -36%
Simplex Trading
40
Simplex Trading
Illinois
$3.72M 66,990 +66,990 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.7M 66,770 +57,059 +588%
CM
42
Cercano Management
Washington
$3.64M 65,601 +65,601 New
BAAM
43
Baker Avenue Asset Management
California
$3.28M 59,157 +5,806 +11%
EWA
44
Evolution Wealth Advisors
Florida
$2.96M 53,387 – –
VC
45
Vicus Capital
Pennsylvania
$2.89M 52,184 +52,184 New
SSB
46
Sandy Spring Bank
Maryland
$2.72M 48,957 -1,990 -4%
PFS
47
Prospera Financial Services
Texas
$2.39M 43,151 +20,333 +89%
OCM
48
One Capital Management
California
$2.38M 42,944 +3,338 +8%
KAS
49
Kestra Advisory Services
Texas
$2.15M 38,722 -179,662 -82%
Two Sigma Investments
50
Two Sigma Investments
New York
$2.07M 37,240 -241,060 -87%
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