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SPDR S&P Bank ETF
KBE

Overview Fund Activity

224 hedge funds and large institutions have $1.62B invested in SPDR S&P Bank ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 36 increasing their positions, 105 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-32
Holders Change %
-12.5%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
41
Increased
36
Reduced
105
Closed
70
Calls
$31.3M
Puts
$337M
Net Calls
-$306M
Net Calls Change
-$177M

Top Buyers

1
Citigroup
Citigroup
New York
+$168M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$108M
3
Barclays
Barclays
United Kingdom
+$27.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$26.1M
5
MM
Main Management
California
+$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$58.4M
2
ACI
AMP Capital Investors
Australia
-$56.1M
3
PVH
Psagot Value Holdings
Israel
-$48.5M
4
Bank of America
Bank of America
North Carolina
-$34.8M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCP
51
Welch Capital Partners
New York
$1.59M +$1.59M +42,640 New
BWM
52
BigSur Wealth Management
Florida
$1.58M – – –
SFG
53
StrategIQ Financial Group
Indiana
$1.58M +$106K +2,834 +7%
S
54
Surevest
California
$1.56M +$1.56M +41,810 New
HB
55
Homrich & Berg
Georgia
$1.52M +$17.3K +464 +1%
First Trust Advisors
56
First Trust Advisors
Illinois
$1.42M -$85.9K -2,300 -6%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.41M -$330K -8,846 -19%
GWM
58
Geneos Wealth Management
Colorado
$1.41M +$1.39M +37,444 +5,832%
AAS
59
Avantax Advisory Services
Texas
$1.38M +$1.38M +36,912 New
CWM
60
Cabot Wealth Management
Massachusetts
$1.37M -$2.3M -61,615 -63%
VCM
61
Vigilant Capital Management
Maine
$1.37M -$17.6M -470,179 -93%
Cohen & Steers
62
Cohen & Steers
New York
$1.35M -$568K -15,202 -30%
Simplex Trading
63
Simplex Trading
Illinois
$1.25M +$1.15M +30,835 +1,216%
XS
64
XR Securities
Illinois
$1.25M +$1.25M +33,367 New
Ameriprise
65
Ameriprise
Minnesota
$1.22M -$444K -11,972 -27%
WAM
66
Wolverine Asset Management
Illinois
$1.19M +$1.19M +31,800 New
SB
67
Simmons Bank
Arkansas
$1.02M +$31.2K +835 +3%
RFC
68
Regions Financial Corp
Alabama
$957K -$1.6M -42,877 -63%
MIG
69
McGuire Investment Group
Rhode Island
$916K -$32.9K -881 -3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$864K -$786K -21,042 -48%
NSAM
71
North Star Asset Management
Wisconsin
$831K -$85.8K -2,299 -9%
CGA
72
Crescent Grove Advisors
Illinois
$817K -$365K -9,779 -31%
HAM
73
Hillswick Asset Management
Connecticut
$804K -$9.53K -255 -1%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$789K -$145K -3,902 -16%
GLLW
75
Graves Light Lenhart Wealth
Virginia
$771K +$771K +20,644 New
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3
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