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State Street SPDR S&P Bank ETF

201 hedge funds and large institutions have $552M invested in State Street SPDR S&P Bank ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 210201 (-9)

9.06% less ownership

Funds ownership: 58.09%49.04% (-9.1%)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

30% less capital invested

Capital invested by funds: $786M → $552M (-$234M)

31% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $91.4M

50% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 82

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
82
Closed
32
Calls
$62.6M
Puts
$91.4M
Net Calls
-$28.8M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
101
Montecito Bank & Trust
California
$313K
OCM
102
Objective Capital Management
Ohio
$310K
CFAM
103
Coury Firm Asset Management
Pennsylvania
$305K +$3.23K +83 +1%
WPW
104
Waldron Private Wealth
Pennsylvania
$305K
Fisher Asset Management
105
Fisher Asset Management
Washington
$305K +$322K +8,269 New
TRCT
106
Tower Research Capital (TRC)
New York
$301K +$314K +8,054 +7,457%
IWC
107
Integrated Wealth Concepts
Massachusetts
$300K -$5.69K -146 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$294K -$6.47K -166 -2%
ASN
109
Advisory Services Network
Georgia
$280K -$9.78K -251 -3%
EH
110
Equitable Holdings
New York
$273K +$5.49K +141 +2%
FAM
111
Formidable Asset Management
Ohio
$262K
GVAG
112
Great Valley Advisor Group
Delaware
$261K +$54.6K +1,401 +25%
MA
113
Mutual Advisors
Nebraska
$253K +$25K +641 +10%
Corient Private Wealth
114
Corient Private Wealth
Florida
$252K +$266K +6,827 New
YIH
115
Y-Intercept (HK)
Hong Kong
$248K +$262K +6,724 New
SI
116
Stephens Inc
Arkansas
$248K -$8.76K -225 -3%
OC
117
Oppenheimer & Co
New York
$247K -$39 -1 -0%
LCS
118
Levin Capital Strategies
New York
$243K
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$236K +$249K +6,400 New
FTS
120
Fifth Third Securities
Ohio
$234K -$3.78K -97 -2%
MFG
121
Magnus Financial Group
New York
$231K +$245K +6,281 New
EWA
122
EP Wealth Advisors
California
$229K -$515K -13,224 -68%
DDPIC
123
Deroy & Devereaux Private Investment Counsel
Michigan
$228K
SWM
124
Spire Wealth Management
Virginia
$222K +$116K +2,990 +99%
LWM
125
Laidlaw Wealth Management
New York
$221K

KBE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2023, worth a combined $552M — down 30% from $786M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KBE and 24 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 41 added.

The largest buyer was Two Sigma Investments, adding an estimated $11.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $87.1M sold.

  • 201 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2023, down from 210 in Q2 2023.
  • Funds reported $552M of State Street SPDR S&P Bank ETF stock for Q3 2023, down 30% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2023 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2023 was Two Sigma Investments, an estimated $11.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2023 was Migdal Insurance & Financial Holdings, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.