KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

118 hedge funds and large institutions have $1.58B invested in SPDR S&P Bank ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
19
Increased
35
Reduced
43
Closed
13
Calls
$1.55M
Puts
$7.8M
Net Calls
-$6.25M
Net Calls Change
+$4.57M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$35.6M
2
BC
Brinker Capital
Pennsylvania
+$14.8M
3
FIG
Fortress Investment Group
New York
+$14M
4
Wells Fargo
Wells Fargo
California
+$9.12M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$7.49M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.2M
2
CS
Credit Suisse
Switzerland
-$6.45M
3
Morgan Stanley
Morgan Stanley
New York
-$4M
4
Bank of America
Bank of America
North Carolina
-$3.38M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
76
Gateway Advisory
New Jersey
$315K +$11.7K +345 +4%
Deutsche Bank
77
Deutsche Bank
Germany
$305K -$45K -1,325 -13%
B
78
Bailard
California
$300K – – –
MIM
79
Miller Investment Management
Pennsylvania
$279K – – –
CGT
80
Capital Guardian Trust
California
$267K +$36.4K +1,071 +16%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$262K +$34.7K +1,021 +15%
FA
82
FDx Advisors
Illinois
$262K +$262K +7,699 New
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$238K -$102K -3,000 -30%
PAG
84
Pinnacle Advisory Group
Maryland
$235K -$4.11K -121 -2%
Ameriprise
85
Ameriprise
Minnesota
$234K +$46K +1,353 +24%
CCT
86
Country Club Trust
Missouri
$234K +$234K +6,885 New
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$230K -$15.9K -467 -6%
CAN
88
Cetera Advisor Networks
California
$228K -$116K -3,410 -34%
LCS
89
Levin Capital Strategies
New York
$225K – – –
JIR
90
James Investment Research
Ohio
$209K -$8.51K -250 -4%
SC
91
Sumit Capital
New York
$202K -$277K -8,116 -58%
BRWA
92
B. Riley Wealth Advisors
Florida
$149K +$682 +20 +0.5%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$143K +$12.2K +360 +9%
Brown Advisory
94
Brown Advisory
Maryland
$126K -$12.1K -356 -9%
DSC
95
Duncker Streett & Co
Missouri
$109K +$68 +2 +0.1%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$94K +$26K +761 +38%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$80K -$71.7K -2,100 -47%
TWA
98
TCI Wealth Advisors
Arizona
$62K – – –
WA
99
WFG Advisors
Texas
$54K +$5.16K +151 +11%
JIC
100
Joel Isaacson & Co
New York
$51K – – –
2 3
4
5 6