KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

186 hedge funds and large institutions have $2.09B invested in SPDR S&P Bank ETF in 2016 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+36
Holders Change %
+24%
% of All Funds
4.66%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.28%
New
67
Increased
53
Reduced
40
Closed
26
Calls
$99.4M
Puts
$107M
Net Calls
-$8.05M
Net Calls Change
-$29M

Top Buyers

1
ACI
1
AMP Capital Investors
Australia
$197M
2
American Century Companies
2
American Century Companies
Missouri
$70.6M
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$58.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$68.9M
5
Bank of America
5
Bank of America
North Carolina
$106M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$712M
2
HI
2
Horizon Investments
North Carolina
$0
3
Citigroup
3
Citigroup
New York
$39.7M
4
MCM
4
MKP Capital Management
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.27M +$234K +5,385 +23%
CFP
77
Cornerstone Financial Partners
North Carolina
$1.26M +$527K +12,104 +72%
HFS
78
HL Financial Services
Kentucky
$1.15M +$711K +16,362 +160%
EDRH
79
Edmond de Rothschild Holding
Switzerland
$1.14M +$484K +11,140 +74%
OC
80
Oppenheimer & Co
New York
$1.12M +$1.12M +25,817 New
CCA
81
Cobblestone Capital Advisors
New York
$1.03M -$356K -8,175 -26%
SB
82
Suntrust Banks
Georgia
$1.02M +$1.02M +23,569 New
Mariner
83
Mariner
Kansas
$1.02M -$2.29M -52,558 -69%
CCP
84
Corient Capital Partners
California
$1.02M -$420K -9,652 -29%
AG
85
Advisor Group
Arizona
$1.01M +$956K +21,980 +1,754%
CI
86
Chartist Inc
California
$1M -$20.7K -477 -2%
HAM
87
Hillswick Asset Management
Connecticut
$968K -$9.78K -225 -1%
SC
88
Scotia Capital
Ontario, Canada
$959K +$240K +5,513 +33%
NSAM
89
North Star Asset Management
Wisconsin
$930K -$8.04K -185 -0.9%
DADC
90
D.A. Davidson & Co
Montana
$925K +$425K +9,778 +85%
APP
91
Avantax Planning Partners
Iowa
$887K +$887K +20,405 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$743K +$743K +17,102 New
GLA
93
Great Lakes Advisors
Illinois
$734K -$3.35K -77 -0.5%
MAS
94
Madden Advisory Services
Florida
$722K -$19.6K -450 -3%
SC
95
SouthState Corp
Florida
$720K -$68.9K -1,584 -9%
TRCT
96
Tower Research Capital (TRC)
New York
$673K +$673K +15,482 New
FCAG
97
First Capital Advisors Group
New Jersey
$666K +$666K +15,331 New
BWM
98
BigSur Wealth Management
Florida
$652K +$652K +15,000 New
EFS
99
Essex Financial Services
Connecticut
$651K +$651K +14,979 New
PCP
100
Proficio Capital Partners
Massachusetts
$648K – – –
2 3
4
5 6