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SPDR S&P Bank ETF
KBE

Overview Fund Activity

193 hedge funds and large institutions have $926M invested in SPDR S&P Bank ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
32
Increased
42
Reduced
75
Closed
38
Calls
$37.9M
Puts
$274M
Net Calls
-$236M
Net Calls Change
-$58.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$64.8M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.4M
3
ACI
AMP Capital Investors
Australia
$13.1M
4
JG
Jefferies Group
New York
$4.86M
5
Morgan Stanley
Morgan Stanley
New York
$60.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$217M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63.8M
3
JCM
Janney Capital Management
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$90.8M
5
CS
Credit Suisse
Switzerland
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vigilant Capital Management
Maine
$235K -$227K -5,268 -49%
LP
127
LGL Partners
Pennsylvania
$233K +$1.38K +32 +0.6%
RMAM
128
Raab & Moskowitz Asset Management
New Jersey
$228K -$37.3K -865 -14%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$222K -$286K -6,649 -56%
IFWM
130
Institute for Wealth Management
Colorado
$222K – – –
CA
131
Cetera Advisors
Colorado
$213K -$107K -2,476 -33%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$213K -$88.5K -2,049 -29%
GC
133
Grimes & Company
Massachusetts
$206K – – –
GAM
134
Garrison Asset Management
Arkansas
$203K – – –
GD
135
Grandfield & Dodd
New York
$194K – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$185K +$185K +4,295 New
HPC
137
HM Payson & Co
Maine
$173K – – –
FAAS
138
First Allied Advisory Services
California
$163K +$163K +3,839 New
UBS AM
139
UBS AM
Illinois
$155K -$57.3K -1,327 -27%
BDWM
140
Brewin Dolphin Wealth Management
Ireland
$154K – – –
ADL
141
Asset Dedication LLC
California
$144K – – –
CFG
142
Citizens Financial Group
Rhode Island
$120K -$16.9K -390 -12%
GTAM
143
Global Trust Asset Management
Florida
$117K +$117K +2,709 New
GWM
144
Geneos Wealth Management
Colorado
$116K -$46.2K -1,076 -28%
AA
145
AlphaMark Advisors
Kentucky
$114K -$7.57K -176 -6%
BBHC
146
Brown Brothers Harriman & Co
New York
$102K -$28K -650 -22%
JIR
147
James Investment Research
Ohio
$100K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$99K – – –
CRC
149
Curi RMB Capital
Illinois
$95K +$95K +2,206 New
CAC
150
Certified Advisory Corp
Florida
$88K +$215 +5 +0.2%
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6
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