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State Street SPDR S&P Bank ETF

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 51.85%49.25% (-2.6%)

5% less funds holding

Funds holding: 257243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pettinga Financial Advisors
Indiana
$796K -$272K -5,725 -24%
WI
77
Wintrust Investments
Illinois
$781K -$12.4K -260 -1%
BCM
78
Barometer Capital Management
Ontario, Canada
$753K +$808K +17,000 New
CRC
79
Curi RMB Capital
Illinois
$713K +$380 +8 +0%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$706K +$46.3K +975 +7%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$686K -$824K -17,333 -53%
GLLW
82
Graves Light Lenhart Wealth
Virginia
$674K -$47.5K -1,000 -6%
Mariner
83
Mariner
Kansas
$655K -$10.9K -230 -2%
EH
84
Equitable Holdings
New York
$640K
OC
85
Oppenheimer & Co
New York
$607K -$52.1K -1,096 -7%
AAS
86
Avantax Advisory Services
Texas
$597K +$13.5K +285 +2%
Simplex Trading
87
Simplex Trading
Illinois
$596K +$640K +13,459 New
Creative Planning
88
Creative Planning
Kansas
$591K -$19.5K -410 -3%
FTUS
89
Flow Traders U.S.
New York
$590K -$42.6K -896 -6%
NSAM
90
North Star Asset Management
Wisconsin
$581K -$28.5K -600 -4%
BWM
91
BigSur Wealth Management
Florida
$559K
MIAN
92
Mariner Independent Advisor Network
Kansas
$551K -$1.97M -41,548 -77%
WA
93
WP Advisors
California
$542K +$3.8K +80 +0.7%
CCA
94
Cobblestone Capital Advisors
New York
$537K -$9.03K -190 -2%
SPIA
95
Steward Partners Investment Advisory
New York
$527K -$60.5K -1,273 -10%
SIC
96
SFE Investment Counsel
California
$520K +$33K +694 +6%
GM
97
Granger Management
New York
$514K
Prudential Financial
98
Prudential Financial
New Jersey
$509K -$29.8K -626 -5%
SIC
99
Samalin Investment Counsel
New York
$503K +$30.9K +651 +6%
IA
100
IFP Advisors
Florida
$493K +$9.55K +201 +2%

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.