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SPDR S&P Bank ETF
KBE

Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in SPDR S&P Bank ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+45
Holders Change %
+27.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
74
Increased
46
Reduced
52
Closed
29
Calls
$163M
Puts
$495M
Net Calls
-$332M
Net Calls Change
-$179M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$177M
2
CI
2
Clal Insurance
Israel
$138M
3
Morgan Stanley
3
Morgan Stanley
New York
$184M
4
PVH
4
Psagot Value Holdings
Israel
$29M
5
RCM
5
Rokos Capital Management
United Kingdom
$26.2M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.9M
3
CS
3
Credit Suisse
Switzerland
$3.24M
4
MTWSIF
4
Mivtachim The Workers Social Insurance Fund
Israel
$33.3M
5
Barclays
5
Barclays
United Kingdom
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$411K +$23.3K +557 +6%
ASN
102
Advisory Services Network
Georgia
$402K – – –
SCM
103
SOL Capital Management
Maryland
$386K +$101K +2,415 +35%
VWM
104
Venturi Wealth Management
Texas
$385K +$385K +9,200 New
BWM
105
BigSur Wealth Management
Florida
$373K -$354K -8,475 -49%
MBT
106
Montecito Bank & Trust
California
$358K – – –
AFM
107
Abbot Financial Management
Massachusetts
$349K +$13.1K +313 +4%
WPW
108
Waldron Private Wealth
Pennsylvania
$348K +$348K +8,337 New
MWC
109
MBM Wealth Consultants
Missouri
$347K -$21.5K -514 -6%
BAM
110
Berkshire Asset Management
Pennsylvania
$347K +$347K +8,287 New
Simplex Trading
111
Simplex Trading
Illinois
$345K +$345K +8,264 New
AWM
112
Avitas Wealth Management
California
$343K +$343K +8,190 New
DADC
113
D.A. Davidson & Co
Montana
$342K -$101K -2,424 -23%
IWA
114
Intercontinental Wealth Advisors
Texas
$335K +$19.9K +476 +6%
EH
115
Equitable Holdings
New York
$322K -$72.4K -1,733 -18%
AWA
116
Aaron Wealth Advisors
Illinois
$317K +$317K +7,585 New
PCM
117
Pennsylvania Capital Management
Pennsylvania
$315K +$315K +6,832 New
KNW
118
Kesler Norman & Wride
Utah
$301K +$301K +7,200 New
EWF
119
Epstein & White Financial
California
$295K -$42 -1 -0%
FAM
120
Formidable Asset Management
Ohio
$290K – – –
LCS
121
Levin Capital Strategies
New York
$276K +$276K +6,600 New
OC
122
Oppenheimer & Co
New York
$272K +$272K +6,508 New
SSG
123
Summit Securities Group
New York
$263K +$263K +6,300 New
PCM
124
Prelude Capital Management
New York
$259K +$259K +6,185 New
DDPIC
125
Deroy & Devereaux Private Investment Counsel
Michigan
$259K +$259K +6,200 New
3 4
5
6 7