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SPDR S&P Bank ETF
KBE

Overview Fund Activity

243 hedge funds and large institutions have $2.41B invested in SPDR S&P Bank ETF in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+37
Holders Change %
+17.96%
% of All Funds
5.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
59
Increased
82
Reduced
60
Closed
19
Calls
$81.8M
Puts
$230M
Net Calls
-$148M
Net Calls Change
-$56.4M

Top Buyers

1
ACI
AMP Capital Investors
Australia
$341M
2
EC
EJF Capital
Virginia
$56.8M
3
Morgan Stanley
Morgan Stanley
New York
$174M
4
Goldman Sachs
Goldman Sachs
New York
$739M
5
Bank of America
Bank of America
North Carolina
$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$5.47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
SAM
Symphony Asset Management
California
$0
4
UBS Group
UBS Group
Switzerland
$61.6M
5
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cetera Advisors
Colorado
$585K +$585K +12,450 New
DLCIG
127
D.L. Carlson Investment Group
New Hampshire
$561K +$10.3K +217 +2%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$538K -$121K -2,545 -18%
AI
129
Atria Investments
North Carolina
$536K +$536K +11,325 New
V
130
Veritable
Delaware
$529K -$3.84M -81,216 -88%
PAG
131
Private Advisor Group
New Jersey
$518K +$139K +2,897 +37%
I
132
INVST
Indiana
$503K +$214K +4,515 +74%
CPIG
133
Chicago Partners Investment Group
Illinois
$500K – – –
FCAG
134
First Capital Advisors Group
New Jersey
$484K -$31.6K -668 -6%
Brown Advisory
135
Brown Advisory
Maryland
$475K – – –
MFW
136
Mosaic Family Wealth
Missouri
$472K +$377K +7,967 +398%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$468K +$12.4K +261 +3%
BAM
138
Belpointe Asset Management
Nevada
$446K +$1.19K +25 +0.3%
NB
139
NBT Bank
New York
$440K -$4.26K -90 -1%
TRCT
140
Tower Research Capital (TRC)
New York
$428K +$428K +9,040 New
N
141
Natixis
France
$426K -$473K -10,000 -53%
DCM
142
Dimension Capital Management
Florida
$425K +$165K +3,490 +64%
MBT
143
Montecito Bank & Trust
California
$421K – – –
ID
144
Integral Derivatives
New York
$412K -$170K -3,600 -29%
DWM
145
Dynasty Wealth Management
Florida
$412K +$412K +8,700 New
AWM
146
AE Wealth Management
Kansas
$394K -$476K -10,065 -55%
OPWM
147
Oak Point Wealth Management
Michigan
$391K +$391K +8,097 New
PCM
148
Poehling Capital Management
Wisconsin
$391K +$391K +8,254 New
WDL
149
Well Done LLC
Michigan
$373K +$26.3K +555 +8%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$363K +$11.7K +244 +3%
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