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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
MHS
51
M Holdings Securities
Oregon
$1.59M -$101K -2,152 -6%
MM
52
Main Management
California
$1.38M
CCFCSB
53
Cape Cod Five Cents Savings Bank
Massachusetts
$1.38M -$574K -12,222 -29%
YAVAPFMC
54
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.27M
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.14M -$455K -9,700 -28%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.14M +$62.7K +1,336 +6%
CAN
57
Cetera Advisor Networks
California
$1.07M -$241K -5,131 -18%
SB
58
Simmons Bank
Arkansas
$1.01M -$63.4K -1,350 -6%
TFA
59
Toth Financial Advisory
Virginia
$996K
HWM
60
HB Wealth Management
Georgia
$960K
MCM
61
MAI Capital Management
Ohio
$936K -$26.9K -573 -3%
GAG
62
GM Advisory Group
New York
$927K
Osaic Holdings
63
Osaic Holdings
Arizona
$915K -$1.68M -35,878 -64%
WMS
64
Wealth Management Solutions
Pennsylvania
$899K -$1.04M -22,226 -53%
QIM
65
Quantitative Investment Management
Virginia
$896K -$1.32M -28,063 -59%
Millennium Management
66
Millennium Management
New York
$882K -$547K -11,648 -37%
KAS
67
Kestra Advisory Services
Texas
$875K -$880K -18,742 -49%
SFG
68
StrategIQ Financial Group
Indiana
$852K +$4.69K +100 +0.5%
PFA
69
Pettinga Financial Advisors
Indiana
$789K -$23.5K -500 -3%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$703K -$17.5K -372 -2%
Jane Street
71
Jane Street
New York
$684K -$145K -3,084 -17%
ECM
72
Evolution Capital Management
Nevada
$677K +$704K +15,000 New
TI
73
Trexquant Investment
Connecticut
$677K +$704K +14,991 New
Prudential Financial
74
Prudential Financial
New Jersey
$674K +$164K +3,495 +31%
William Blair & Company
75
William Blair & Company
Illinois
$661K -$193K -4,103 -22%

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.