We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

186 hedge funds and large institutions have $775M invested in State Street SPDR S&P Bank ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

45% more capital invested

Capital invested by funds: $535M → $775M (+$240M)

9% more funds holding

Funds holding: 170186 (+16)

3.28% more ownership

Funds ownership: 55.36%58.64% (+3.3%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

64% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $223M

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
52
Reduced
55
Closed
28
Calls
$80.3M
Puts
$223M
Net Calls
-$143M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$86K -$17.1K -565 -17%
Walleye Trading
127
Walleye Trading
New York
$83K +$79.8K +2,645 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$80K
IA
129
IFP Advisors
Florida
$80K +$71.5K +2,370 +878%
BBHC
130
Brown Brothers Harriman & Co
New York
$75K +$5.28K +175 +8%
CAC
131
Certified Advisory Corp
Florida
$65K +$242 +8 +0.4%
CICI
132
Capital Investment Counsel Inc
North Carolina
$63K
AWA
133
Arkadios Wealth Advisors
Georgia
$60K +$30.7K +1,016 +100%
AA
134
AlphaMark Advisors
Kentucky
$57K -$11.3K -375 -17%
TWA
135
TCI Wealth Advisors
Arizona
$57K
GT
136
Glenmede Trust
Pennsylvania
$53K -$33.1K -1,098 -39%
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$49.9K
BFEC
138
Benjamin F. Edwards & Company
Missouri
$47K -$57.4K -1,900 -56%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K -$5.04K -167 -11%
JIR
140
James Investment Research
Ohio
$44K -$27.8K -920 -40%
WPA
141
West Paces Advisors
Georgia
$41K -$121K -4,000 -75%
LDFR
142
Lehman & Derafelo Financial Resources
Pennsylvania
$36K +$34.4K +1,140 New
CFB
143
Cullen/Frost Bankers
Texas
$35K +$33.2K +1,100 New
PFO
144
Pathstone Family Office
New Jersey
$34K
CMA
145
Cedar Mountain Advisors
Oregon
$32K +$151 +5 +0.5%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$31K
ME
147
McIlrath & Eck
Washington
$31K
FWM
148
Focused Wealth Management
New York
$29K -$81.9K -2,714 -75%
SWM
149
Sugarloaf Wealth Management
Georgia
$29K +$91 +3 +0.3%
EP
150
Eudaimonia Partners
Tennessee
$29K +$242 +8 +0.9%

KBE Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2020, worth a combined $775M — up 45% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBE positions and 28 closed out — a net gain of 16 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $55.5M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $12M.

  • 186 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $775M of State Street SPDR S&P Bank ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2020 and 28 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $55.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2020 was Mivtachim The Workers Social Insurance Fund, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.