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SPDR S&P Bank ETF
KBE

Overview Fund Activity

193 hedge funds and large institutions have $926M invested in SPDR S&P Bank ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
32
Increased
42
Reduced
75
Closed
38
Calls
$37.9M
Puts
$274M
Net Calls
-$236M
Net Calls Change
-$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$64.8M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.4M
3
ACI
3
AMP Capital Investors
Australia
$13.1M
4
JG
4
Jefferies Group
New York
$4.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$60.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$217M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$63.8M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
CS
5
Credit Suisse
Switzerland
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$549K -$398K -9,237 -42%
DLCIG
77
D.L. Carlson Investment Group
New Hampshire
$530K -$26K -603 -5%
HIIFS
78
Harel Insurance Investments & Financial Services
Israel
$518K +$518K +12,000 New
Creative Planning
79
Creative Planning
Kansas
$517K +$27K +625 +6%
ACM
80
Ategra Capital Management
Virginia
$487K -$8.59K -199 -2%
RSWM
81
Robertson Stephens Wealth Management
California
$480K +$480K +11,113 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$476K -$108K -2,492 -18%
CI
83
CX Institutional
Indiana
$473K +$473K +10,961 New
ASN
84
Advisory Services Network
Georgia
$455K – – –
Northern Trust
85
Northern Trust
Illinois
$452K +$178K +4,131 +65%
SB
86
Suntrust Banks
Georgia
$430K +$201K +4,659 +88%
V
87
Veritable
Delaware
$428K – – –
Bank of New York Mellon
88
Bank of New York Mellon
New York
$426K -$384K -8,900 -47%
PG
89
Pendal Group
Australia
$414K +$414K +9,600 New
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$392K – – –
MBT
91
Montecito Bank & Trust
California
$384K – – –
CAM
92
CenterStar Asset Management
Illinois
$372K – – –
MA
93
Mutual Advisors
Nebraska
$367K – – –
PAG
94
Private Advisor Group
New Jersey
$366K -$106K -2,470 -23%
CT
95
Cambridge Trust
Massachusetts
$361K +$361K +8,370 New
DCM
96
Dimension Capital Management
Florida
$358K -$4.31K -100 -1%
I
97
INVST
Indiana
$347K -$88.5K -2,099 -20%
RW
98
RVW Wealth
California
$342K +$342K +7,924 New
Deutsche Bank
99
Deutsche Bank
Germany
$337K -$73K -1,694 -18%
WAS
100
WESPAC Advisors SoCal
California
$332K +$4.31K +100 +1%
2 3
4
5 6