KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

215 hedge funds and large institutions have $2.16B invested in SPDR S&P Bank ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
5.37%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.35%
New
31
Increased
74
Reduced
70
Closed
24
Calls
$119M
Puts
$115M
Net Calls
+$3.73M
Net Calls Change
+$21.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$744M
2
EC
2
EJF Capital
Virginia
$65.3M
3
ACI
3
AMP Capital Investors
Australia
$56.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21M
5
Morgan Stanley
5
Morgan Stanley
New York
$144M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$44M
2
Citigroup
2
Citigroup
New York
$16.1M
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$37M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
VanEck Associates
5
VanEck Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$535K – – –
DLCIG
127
D.L. Carlson Investment Group
New Hampshire
$513K -$2.08M -47,796 -80%
DCM
128
Dimension Capital Management
Florida
$489K +$489K +11,233 New
WAM
129
Wolverine Asset Management
Illinois
$478K +$478K +11,000 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$453K -$3.42M -78,389 -88%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$444K +$59.6K +1,369 +15%
Brown Advisory
132
Brown Advisory
Maryland
$437K +$26.5K +608 +6%
NB
133
NBT Bank
New York
$408K +$48.1K +1,105 +13%
PAG
134
Private Advisor Group
New Jersey
$404K +$101K +2,289 +33%
PCM
135
Palisade Capital Management
New Jersey
$392K +$174K +4,000 +80%
MBT
136
Montecito Bank & Trust
California
$386K -$3.26K -75 -0.8%
FHC
137
First Heartland Consultants
Missouri
$381K +$2.83K +65 +0.7%
AGU
138
Alpine Group USVI
U.S. Virgin Islands
$354K +$354K +8,140 New
AGM
139
Alpine Global Management
New York
$354K +$354K +8,140 New
Northern Trust
140
Northern Trust
Illinois
$353K +$73K +1,677 +26%
Franklin Resources
141
Franklin Resources
California
$353K +$147K +3,370 +71%
Millennium Management
142
Millennium Management
New York
$341K -$1.34M -30,680 -80%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$336K +$336K +7,715 New
WDL
144
Well Done LLC
Michigan
$313K +$313K +7,181 New
HCA
145
Heck Capital Advisors
Wisconsin
$312K -$94.8K -2,178 -23%
SWP
146
Stratos Wealth Partners
Ohio
$312K +$48.9K +1,124 +19%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K +$106K +2,425 +52%
FAM
148
Formidable Asset Management
Ohio
$305K – – –
Two Sigma Advisers
149
Two Sigma Advisers
New York
$300K +$300K +6,900 New
FSA
150
Financial Sense Advisors
California
$292K +$292K +6,706 New
4 5
6
7 8