We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

256 hedge funds and large institutions have $2.08B invested in State Street SPDR S&P Bank ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.56% more ownership

Funds ownership: 58.68%61.24% (+2.6%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 255256 (+1)

5% less capital invested

Capital invested by funds: $2.19B → $2.08B (-$108M)

12% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 86

67% less call options, than puts

Call options by funds: $63.6M | Put options by funds: $192M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.85%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
31
Increased
76
Reduced
86
Closed
29
Calls
$63.6M
Puts
$192M
Net Calls
-$129M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BigSur Wealth Management
Florida
$1.98M +$828K +17,000 +67%
LJAC
77
L.J. Altfest & Co
New York
$1.88M -$16.1K -330 -0.8%
First Trust Advisors
78
First Trust Advisors
Illinois
$1.88M -$777K -15,951 -28%
HB
79
Homrich & Berg
Georgia
$1.88M +$296K +6,077 +18%
SFG
80
StrategIQ Financial Group
Indiana
$1.83M +$772K +15,843 +67%
TEE
81
Tibra Equities Europe
United Kingdom
$1.76M +$1.84M +37,774 New
CG
82
Cutler Group
California
$1.69M +$214K +4,400 +14%
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$1.68M +$1.75M +36,000 New
DG
84
Delek Group
Israel
$1.66M +$251K +5,142 +17%
SG Americas Securities
85
SG Americas Securities
New York
$1.51M +$879K +18,041 +126%
CGA
86
Crescent Grove Advisors
Illinois
$1.47M -$647K -13,276 -30%
RWP
87
RWA Wealth Partners
Massachusetts
$1.37M -$2.94M -60,253 -67%
MIH
88
Meitav Investment House
Israel
$1.37M
SB
89
Suntrust Banks
Georgia
$1.32M -$103K -2,104 -7%
FAAS
90
First Allied Advisory Services
California
$1.3M +$331K +6,788 +32%
HFS
91
HL Financial Services
Kentucky
$1.27M -$9.5K -195 -0.7%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$1.24M -$178K -3,660 -12%
SB
93
Simmons Bank
Arkansas
$1.23M -$4.38K -90 -0.3%
SPIA
94
Steward Partners Investment Advisory
New York
$1.21M +$55.2K +1,134 +5%
MIG
95
McGuire Investment Group
Rhode Island
$1.18M +$1.24M +25,416 New
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$1.17M -$947K -19,447 -44%
NSAM
97
North Star Asset Management
Wisconsin
$1.14M +$21.9K +450 +2%
OC
98
Oppenheimer & Co
New York
$1.03M +$61.7K +1,267 +6%
CCA
99
Cobblestone Capital Advisors
New York
$1.02M -$2K -41 -0.2%
HAM
100
Hillswick Asset Management
Connecticut
$1.01M

KBE Hedge Fund Activity: Q3 2018 in Review

256 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2018, worth a combined $2.08B — down 4.9% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KBE positions and 29 closed out — a net gain of 2 holders — while 76 added to existing stakes and 86 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $21.9M. The largest seller was Goldman Sachs, cutting an estimated $74.2M.

  • 256 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2018, up from 255 in Q2 2018.
  • Funds reported $2.08B of State Street SPDR S&P Bank ETF stock for Q3 2018, down 4.9% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2018 and 29 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2018 was Canada Pension Plan Investment Board, an estimated $21.9M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2018 was Goldman Sachs, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2018.