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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$651K +$44.1K +940 +7%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$635K -$54.8K -1,168 -8%
HFW
78
Horizon Family Wealth
Illinois
$615K +$639K +13,615 New
ECM
79
Exchange Capital Management
Michigan
$608K -$356K -7,589 -36%
OC
80
Oppenheimer & Co
New York
$607K -$12.7K -271 -2%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$602K -$15.2M -322,925 -96%
NSAM
82
North Star Asset Management
Wisconsin
$589K -$3.52K -75 -0.6%
Mariner
83
Mariner
Kansas
$580K -$91.5K -1,950 -13%
BWM
84
BigSur Wealth Management
Florida
$570K
WA
85
WP Advisors
California
$558K +$5.4K +115 +0.9%
CI
86
CX Institutional
Indiana
$550K +$572K +12,189 New
CCA
87
Cobblestone Capital Advisors
New York
$547K
EH
88
Equitable Holdings
New York
$546K -$110K -2,350 -16%
SPIA
89
Steward Partners Investment Advisory
New York
$529K -$9.01K -192 -2%
SIC
90
Samalin Investment Counsel
New York
$521K +$8.68K +185 +2%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$497K +$2.77K +59 +0.5%
Creative Planning
92
Creative Planning
Kansas
$495K -$111K -2,368 -18%
FSA
93
Financial Sense Advisors
California
$479K +$498K +10,620 New
CRC
94
Curi RMB Capital
Illinois
$466K -$271K -5,766 -36%
SF
95
Synovus Financial
Georgia
$462K +$16K +341 +3%
QT
96
Quantbot Technologies
New York
$452K +$246K +5,232 +110%
V
97
Veritable
Delaware
$447K
CG
98
Cutler Group
California
$440K +$23.5K +501 +5%
HWA
99
Heritage Wealth Advisors
Virginia
$428K
Cerity Partners
100
Cerity Partners
New York
$427K +$173K +3,690 +64%

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.