We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

249 hedge funds and large institutions have $961M invested in State Street SPDR S&P Bank ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

7.13% more ownership

Funds ownership: 68.25%75.38% (+7.1%)

5% more capital invested

Capital invested by funds: $918M → $961M (+$43M)

6% less funds holding

Funds holding: 264249 (-15)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

95% less call options, than puts

Call options by funds: $51.1M | Put options by funds: $1.07B

Holders
249
Holders Change
-15
Holders Change %
-5.68%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
80
Reduced
72
Closed
34
Calls
$51.1M
Puts
$1.07B
Net Calls
-$1.02B
Net Calls Change
-$661M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$651K +$681K +10,939 New
CC
77
Courier Capital
New York
$642K +$404K +6,485 +151%
Lido Advisors
78
Lido Advisors
California
$640K -$301K -4,842 -31%
WMA
79
West Michigan Advisors
Michigan
$632K +$661K +10,615 New
SF
80
Summit Financial
New Jersey
$624K -$26.9K -432 -4%
GVAG
81
Great Valley Advisor Group
Delaware
$622K +$311 +5 +0%
CA
82
Calton & Associates
Florida
$621K -$13.2K -212 -2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$617K -$288K -4,633 -31%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$615K +$71.9K +1,155 +13%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$615K
HighTower Advisors
86
HighTower Advisors
Illinois
$608K +$15.1K +243 +2%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$607K -$436 -7 -0.1%
AIP
88
Almanack Investment Partners
Pennsylvania
$602K +$79.6K +1,279 +14%
HA
89
Hanover Advisors
South Carolina
$596K +$50.9K +818 +9%
P
90
&Partners
Tennessee
$593K +$68.3K +1,098 +12%
SI
91
Stephens Inc
Arkansas
$587K
GLLW
92
Graves Light Lenhart Wealth
Virginia
$558K -$83.1K -1,336 -12%
Wealthfront Advisers
93
Wealthfront Advisers
California
$550K +$150K +2,403 +35%
NSAM
94
North Star Asset Management
Wisconsin
$543K -$31.1K -500 -5%
Citadel Advisors
95
Citadel Advisors
Florida
$538K -$11.8M -189,678 -95%
SB
96
Simmons Bank
Arkansas
$535K -$2.49K -40 -0.4%
MCM
97
MAI Capital Management
Ohio
$530K -$217K -3,493 -28%
IAN
98
Integrated Advisors Network
Texas
$506K -$436 -7 -0.1%
MBT
99
Montecito Bank & Trust
California
$506K
HNB
100
Huntington National Bank
Ohio
$499K