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SPDR S&P Bank ETF
KBE

Overview Fund Activity

212 hedge funds and large institutions have $621M invested in SPDR S&P Bank ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
53
Reduced
71
Closed
28
Calls
$33.4M
Puts
$58.2M
Net Calls
-$24.8M
Net Calls Change
-$39.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$59.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$22.9M
3
KAS
3
Kestra Advisory Services
Texas
$9.53M
4
Citigroup
4
Citigroup
New York
$13.1M
5
KSCM
5
Key Square Capital Management
Connecticut
$7.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$158M
2
Squarepoint
2
Squarepoint
New York
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$0
4
Millennium Management
4
Millennium Management
New York
$425K
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
101
Brown Brothers Harriman & Co
New York
$344K 7,419 +7,209 +3,433%
GVAG
102
Great Valley Advisor Group
Delaware
$342K 7,380 -91 -1%
NA
103
NewEdge Advisors
Louisiana
$327K 7,042 -813 -10%
SCM
104
Sage Capital Management
New Jersey
$327K 7,042 +53 +0.8%
FAM
105
Formidable Asset Management
Ohio
$325K 7,000 -50 -0.7%
Wealthfront Advisers
106
Wealthfront Advisers
California
$322K 6,942 +300 +5%
MA
107
Mutual Advisors
Nebraska
$319K 5,945 +623 +12%
Corient Private Wealth
108
Corient Private Wealth
Florida
$307K 6,614 – –
SIC
109
Samalin Investment Counsel
New York
$306K 6,589 -1,877 -22%
SWP
110
Stratos Wealth Partners
Ohio
$303K 6,539 +6,539 New
SCA
111
Snowden Capital Advisors
New York
$295K 6,353 -275 -4%
Creative Planning
112
Creative Planning
Kansas
$293K 6,313 +200 +3%
DDPIC
113
Deroy & Devereaux Private Investment Counsel
Michigan
$288K 6,200 – –
OAC
114
OMERS Administration Corp
Ontario, Canada
$283K 6,100 +6,100 New
EWA
115
EP Wealth Advisors
California
$275K 5,933 – –
MML Investors Services
116
MML Investors Services
Massachusetts
$269K 5,798 -27 -0.5%
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$260K 5,629 +153 +3%
EFS
118
Essex Financial Services
Connecticut
$257K 5,197 +5,197 New
BAM
119
Belpointe Asset Management
Nevada
$252K 5,429 -88,500 -94%
TFA
120
Toth Financial Advisory
Virginia
$245K 5,290 -100 -2%
JGC
121
J. Goldman & Co
New York
$244K 5,250 +5,250 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$241K 5,199 +87 +2%
CGA
123
Crescent Grove Advisors
Illinois
$239K 5,154 – –
JIC
124
Johnson Investment Counsel
Ohio
$235K 5,058 – –
Fisher Asset Management
125
Fisher Asset Management
Washington
$230K 4,964 +4,964 New
3 4
5
6 7