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SPDR S&P Bank ETF
KBE

Overview Fund Activity

219 hedge funds and large institutions have $1.02B invested in SPDR S&P Bank ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 31 closing their positions.

Holders
219
Holders Change
+26
Holders Change %
+13.47%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
59
Increased
49
Reduced
68
Closed
31
Calls
$27.4M
Puts
$252M
Net Calls
-$225M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$94.4M
3
JCM
3
Janney Capital Management
Pennsylvania
$22.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$12M
5
LPL Financial
5
LPL Financial
California
$19M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
TEE
2
Tibra Equities Europe
United Kingdom
$0
3
Barclays
3
Barclays
United Kingdom
$12.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$231M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
101
Veracity Capital
Georgia
$435K 9,203 +9,203 New
WAS
102
WESPAC Advisors SoCal
California
$434K 9,175 +1,475 +19%
Creative Planning
103
Creative Planning
Kansas
$432K 9,134 -2,850 -24%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$430K 9,090 – –
MBT
105
Montecito Bank & Trust
California
$418K 8,835 -46 -0.5%
CC
106
Claybrook Capital
Massachusetts
$406K 8,760 +8,760 New
Bank of New York Mellon
107
Bank of New York Mellon
New York
$404K 8,550 -1,319 -13%
MA
108
Mutual Advisors
Nebraska
$402K 8,510 – –
CT
109
Cambridge Trust
Massachusetts
$396K 8,370 – –
Simplex Trading
110
Simplex Trading
Illinois
$375K 7,950 -4,785 -38%
RW
111
RVW Wealth
California
$375K 7,924 – –
DWT
112
Dorsey & Whitney Trust
South Dakota
$364K 7,705 +31 +0.4%
PPA
113
Parametric Portfolio Associates
Washington
$363K 7,675 – –
PCM
114
Poehling Capital Management
Wisconsin
$363K 7,680 – –
TWA
115
TCI Wealth Advisors
Arizona
$355K 7,510 +5,700 +315%
IAA
116
Independent Advisor Alliance
North Carolina
$337K 7,143 +7,143 New
PAG
117
Private Advisor Group
New Jersey
$331K 6,994 -1,497 -18%
BPC
118
Banque Pictet & Cie
Switzerland
$326K 6,900 – –
PA
119
Parallel Advisors
California
$326K 6,904 +6 +0.1%
CFG
120
Cooper Financial Group
California
$325K 6,874 +173 +3%
FAM
121
Formidable Asset Management
Ohio
$324K 7,000 – –
LCS
122
Levin Capital Strategies
New York
$312K 6,600 – –
HCA
123
Heck Capital Advisors
Wisconsin
$309K 6,529 -27 -0.4%
AWM
124
Avitas Wealth Management
California
$308K 6,504 -98 -1%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$308K 6,504 -58 -0.9%
3 4
5
6 7