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State Street SPDR S&P Bank ETF

186 hedge funds and large institutions have $775M invested in State Street SPDR S&P Bank ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

45% more capital invested

Capital invested by funds: $535M → $775M (+$240M)

9% more funds holding

Funds holding: 170186 (+16)

3.28% more ownership

Funds ownership: 55.36%58.64% (+3.3%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

64% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $223M

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
52
Reduced
55
Closed
28
Calls
$80.3M
Puts
$223M
Net Calls
-$143M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$484K -$39.2K -1,299 -8%
MIH
77
Meitav Investment House
Israel
$475K +$455K +15,075 New
CCA
78
Cobblestone Capital Advisors
New York
$456K
Bank of New York Mellon
79
Bank of New York Mellon
New York
$438K -$138K -4,576 -25%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$430K -$80.7K -2,672 -16%
SIC
81
Samalin Investment Counsel
New York
$402K +$59K +1,956 +18%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$395K +$208K +6,902 +113%
PCM
83
Poehling Capital Management
Wisconsin
$393K +$105K +3,479 +39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$378K +$362K +12,000 New
SPC
85
Sigma Planning Corp
Michigan
$355K -$204K -6,771 -38%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$350K +$12.4K +410 +4%
OC
87
Oppenheimer & Co
New York
$350K +$20.5K +680 +7%
ASN
88
Advisory Services Network
Georgia
$339K +$15.8K +525 +5%
EH
89
Equitable Holdings
New York
$328K
WOSD
90
WFA of San Diego
California
$324K +$211K +7,000 New
CS
91
Comerica Securities
Michigan
$323K
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$318K -$80.7K -2,673 -21%
ZIG
93
Zuckerman Investment Group
Illinois
$317K +$304K +10,060 New
V
94
Veritable
Delaware
$312K
SMFS
95
Squar Milner Financial Services
California
$295K -$37.3K -1,236 -12%
SIC
96
SFE Investment Counsel
California
$292K -$76.5K -2,535 -21%
MA
97
Mutual Advisors
Nebraska
$278K +$19.3K +638 +8%
OMC
98
Old Mission Capital
Illinois
$274K +$262K +8,687 New
MBT
99
Montecito Bank & Trust
California
$270K
MWC
100
MBM Wealth Consultants
Missouri
$254K +$243K +8,055 New

KBE Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2020, worth a combined $775M — up 45% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBE positions and 28 closed out — a net gain of 16 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $55.5M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $12M.

  • 186 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $775M of State Street SPDR S&P Bank ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2020 and 28 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $55.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2020 was Mivtachim The Workers Social Insurance Fund, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.