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State Street SPDR S&P Bank ETF

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 51.85%49.25% (-2.6%)

5% less funds holding

Funds holding: 257243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$485K +$48 +1 +0%
Principal Financial Group
102
Principal Financial Group
Iowa
$462K +$495K +10,420 New
V
103
Veritable
Delaware
$439K
SF
104
Synovus Financial
Georgia
$438K +$428 +9 +0.1%
EP
105
Edgestream Partners
New Jersey
$430K +$462K +9,713 New
HWA
106
Heritage Wealth Advisors
Virginia
$420K
MCC
107
Money Concepts Capital
Florida
$420K +$6.94K +146 +2%
NA
108
NewEdge Advisors
Louisiana
$418K +$21.9K +461 +5%
AFM
109
Abbot Financial Management
Massachusetts
$416K +$333 +7 +0.1%
CG
110
Cutler Group
California
$410K -$333K -7,002 -43%
OCM
111
Objective Capital Management
Ohio
$408K
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$401K +$430K +9,055 New
BAM
113
Berkshire Asset Management
Pennsylvania
$400K -$47.5K -1,000 -10%
CGA
114
Crescent Grove Advisors
Illinois
$399K +$73.6K +1,548 +21%
MBT
115
Montecito Bank & Trust
California
$376K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$370K +$7.27K +153 +2%
WPW
117
Waldron Private Wealth
Pennsylvania
$367K
OR
118
Olympiad Research
Connecticut
$364K -$406K -8,534 -51%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$360K -$14.3K -300 -4%
CFAM
120
Coury Firm Asset Management
Pennsylvania
$354K +$2.47K +52 +0.7%
BBVA
121
Banco Bilbao Vizcaya Argentaria
Spain
$339K +$41.4K +870 +13%
FAM
122
Formidable Asset Management
Ohio
$331K
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$314K -$6.36M -133,788 -95%
BRWA
124
B. Riley Wealth Advisors
Florida
$312K +$334K +7,022 New
SI
125
Stephens Inc
Arkansas
$308K +$42.8K +900 +15%

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.