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SPDR S&P Bank ETF
KBE

Overview Fund Activity

140 hedge funds and large institutions have $1.41B invested in SPDR S&P Bank ETF in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 56 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-11
Holders Change %
-7.28%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
36
Reduced
56
Closed
34
Calls
$42.7M
Puts
$56.7M
Net Calls
-$14M
Net Calls Change
-$3.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$831M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$85.1M
3
Citigroup
Citigroup
New York
$36M
4
PPA
Parametric Portfolio Associates
Washington
$15M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.4M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
3
CS
Credit Suisse
Switzerland
$4.26M
4
UBS Group
UBS Group
Switzerland
$28.7M
5
Morgan Stanley
Morgan Stanley
New York
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Nelson Capital Management
California
$21K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$18K +$9.92K +323 +123%
EWM
128
Evercore Wealth Management
New York
$15K +$15K +500 New
OC
129
Oakworth Capital
Alabama
$15K +$15K +500 New
WIC
130
Woodmont Investment Counsel
Tennessee
$14K – – –
TFA
131
Transamerica Financial Advisors
Florida
$10K -$37.1K -1,112 -79%
First Manhattan
132
First Manhattan
New York
$9K +$9K +300 New
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$20.7K -660 -75%
GWS
134
Glassman Wealth Services
Virginia
$7K – – –
PG
135
Patten Group
Tennessee
$6.23K – – –
KF
136
Krilogy Financial
Missouri
$6K +$30 +1 +0.5%
WTB
137
Washington Trust Bank
Washington
$5K – – –
HI
138
Hudock Inc
Pennsylvania
$5K – – –
KKAMG
139
Kernodle & Katon Asset Management Group
Arkansas
$4K – – –
LWM
140
LBA Wealth Management
Florida
$3K – – –
MIFH
141
Migdal Insurance & Financial Holdings
Israel
– -$111M -3,280,795 Closed
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
– -$32.9M -973,592 Closed
CCMG
143
Clark Capital Management Group
Pennsylvania
– -$5.09M -150,398 Closed
QIM
144
Quantitative Investment Management
Virginia
– -$4.01M -118,500 Closed
MCM
145
Millie Capital Management
California
– -$3.26M -96,354 Closed
SAMC
146
Spectrum Asset Management (California)
California
– -$2.65M -78,220 Closed
BCM
147
Barometer Capital Management
Ontario, Canada
– -$2.05M -60,500 Closed
IPC
148
Independent Portfolio Consultants
Florida
– -$1.74M -51,480 Closed
ACM
149
Avalon Capital Management
California
– -$1.67M -49,218 Closed
HT
150
HAP Trading
New York
– -$1.56M -46,250 Closed
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