KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

193 hedge funds and large institutions have $926M invested in SPDR S&P Bank ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 75 reducing their positions, and 38 closing their positions.

Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
32
Increased
42
Reduced
75
Closed
38
Calls
$37.9M
Puts
$274M
Net Calls
-$236M
Net Calls Change
-$58.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$64.8M
2
Public Sector Pension Investment Board (PSP Investments)
2
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.4M
3
ACI
3
AMP Capital Investors
Australia
$13.1M
4
JG
4
Jefferies Group
New York
$4.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$60.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$217M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$63.8M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
CS
5
Credit Suisse
Switzerland
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$331K -$52.9K -1,226 -14%
PCM
102
Poehling Capital Management
Wisconsin
$331K -$6.47K -150 -2%
DWT
103
Dorsey & Whitney Trust
South Dakota
$331K – – –
OC
104
Oppenheimer & Co
New York
$317K -$144K -3,329 -31%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$303K +$77.6K +1,797 +34%
N
106
Natixis
France
$302K -$544K -12,615 -64%
FAM
107
Formidable Asset Management
Ohio
$302K – – –
PA
108
Parallel Advisors
California
$298K -$5.23K -121 -2%
BPC
109
Banque Pictet & Cie
Switzerland
$298K – – –
VF
110
Virtu Financial
New York
$297K -$2.46M -57,065 -89%
CFG
111
Cooper Financial Group
California
$289K +$14.1K +327 +5%
AWM
112
Avitas Wealth Management
California
$285K -$5.61K -130 -2%
LCS
113
Levin Capital Strategies
New York
$285K – – –
CWM
114
Circle Wealth Management
New Jersey
$283K +$1.73K +40 +0.6%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$283K +$6.08K +141 +2%
HCA
116
Heck Capital Advisors
Wisconsin
$283K -$4.06K -94 -1%
AG
117
Advisor Group
Arizona
$278K -$101K -2,336 -27%
SMFS
118
Squar Milner Financial Services
California
$274K -$79.5K -2,698 -22%
OIA
119
OneDigital Investment Advisors
Kansas
$263K +$263K +6,082 New
CGA
120
Crescent Grove Advisors
Illinois
$258K -$3.71K -86 -1%
CCP
121
Corient Capital Partners
California
$258K – – –
CAN
122
Claraphi Advisory Network
United States
$253K -$16.2K -375 -6%
BHB
123
Bank Hapoalim BM
Israel
$249K -$14.3K -331 -5%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$246K +$246K +5,700 New
MIG
125
McGuire Investment Group
Rhode Island
$242K -$88.8K -2,058 -27%
3 4
5
6 7