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SPDR S&P Bank ETF
KBE

Overview Fund Activity

218 hedge funds and large institutions have $642M invested in SPDR S&P Bank ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
36
Increased
38
Reduced
87
Closed
46
Calls
$61.2M
Puts
$46.7M
Net Calls
+$14.5M
Net Calls Change
+$69.7M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$18.1M
2
Squarepoint
2
Squarepoint
New York
$13.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.01M
5
MFS
5
Mirabella Financial Services
United Kingdom
$6.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M
3
Goldman Sachs
3
Goldman Sachs
New York
$176M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$537K -$184K -3,909 -25%
KAS
77
Kestra Advisory Services
Texas
$537K -$34.3K -729 -6%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$533K – – –
PFA
79
Pettinga Financial Advisors
Indiana
$524K -$86.4K -1,835 -14%
QT
80
Quantbot Technologies
New York
$518K +$518K +11,000 New
MCM
81
MAI Capital Management
Ohio
$518K +$52.9K +1,124 +11%
FTUS
82
Flow Traders U.S.
New York
$512K +$512K +10,877 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$505K +$31.6K +670 +7%
IWC
84
Integrated Wealth Concepts
Massachusetts
$502K +$7.72K +164 +2%
WA
85
WP Advisors
California
$488K -$24.4K -519 -5%
NSAM
86
North Star Asset Management
Wisconsin
$487K -$127K -2,702 -21%
VL
87
Vima LLC
Michigan
$477K +$31.2K +842 +7%
ASN
88
Advisory Services Network
Georgia
$474K -$5.04K -107 -1%
HWM
89
HB Wealth Management
Georgia
$463K – – –
WA
90
Waverly Advisors
Alabama
$455K +$455K +9,666 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$451K +$52.9K +1,118 +13%
SPIA
92
Steward Partners Investment Advisory
New York
$448K +$1.04K +22 +0.2%
YIH
93
Y-Intercept (HK)
Hong Kong
$434K +$434K +9,222 New
AAS
94
Avantax Advisory Services
Texas
$432K -$137K -2,905 -24%
IAN
95
Integrated Advisors Network
Texas
$432K -$180K -3,812 -29%
IC
96
Innealta Capital
Texas
$427K – – –
BAM
97
Berkshire Asset Management
Pennsylvania
$426K – – –
SF
98
Synovus Financial
Georgia
$424K +$153K +3,256 +57%
SI
99
Stephens Inc
Arkansas
$416K +$62K +1,317 +18%
Walleye Capital
100
Walleye Capital
New York
$414K +$414K +8,800 New
2 3
4
5 6