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SPDR S&P Bank ETF
KBE

Overview Fund Activity

208 hedge funds and large institutions have $1.24B invested in SPDR S&P Bank ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+45
Holders Change %
+27.61%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
74
Increased
46
Reduced
52
Closed
29
Calls
$163M
Puts
$495M
Net Calls
-$332M
Net Calls Change
-$179M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$177M
2
CI
Clal Insurance
Israel
$138M
3
Morgan Stanley
Morgan Stanley
New York
$184M
4
PVH
Psagot Value Holdings
Israel
$29M
5
RCM
Rokos Capital Management
United Kingdom
$26.2M

Top Sellers

1
EC
EJF Capital
Virginia
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.9M
3
CS
Credit Suisse
Switzerland
$3.24M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$33.3M
5
Barclays
Barclays
United Kingdom
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
126
VisionPoint Advisory Group
Texas
$253K +$253K +6,046 New
PAS
127
Park Avenue Securities
New York
$253K +$253K +6,053 New
CIC
128
Chilton Investment Company
Connecticut
$251K +$251K +6,000 New
EFS
129
Essex Financial Services
Connecticut
$250K +$250K +5,975 New
CL
130
COWA LLC
Oklahoma
$235K +$235K +5,100 New
LP
131
LGL Partners
Pennsylvania
$234K +$234K +5,604 New
RCA
132
Resonant Capital Advisors
Wisconsin
$233K +$233K +5,564 New
CFGS
133
Concourse Financial Group Securities
Alabama
$232K +$232K +5,547 New
NA
134
NewEdge Advisors
Louisiana
$229K +$229K +5,480 New
SC
135
SouthState Corp
Florida
$226K +$226K +5,409 New
MIG
136
McGuire Investment Group
Rhode Island
$220K +$220K +5,259 New
MFG
137
Magnus Financial Group
New York
$209K +$209K +5,000 New
LWM
138
Laidlaw Wealth Management
New York
$208K +$208K +4,968 New
BTWM
139
Baker Tilly Wealth Management
Wisconsin
$208K +$208K +4,979 New
APP
140
Avantax Planning Partners
Iowa
$207K +$207K +4,955 New
Baird Financial Group
141
Baird Financial Group
Wisconsin
$206K +$206K +4,930 New
DWM
142
Dorchester Wealth Management
Quebec, Canada
$201K +$201K +4,800 New
QCG
143
Quadrant Capital Group
Ohio
$200K +$125K +3,002 +168%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$186K -$107K -2,551 -36%
EW
145
Evoke Wealth
California
$184K -$25.1K -600 -12%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$181K – – –
HPC
147
HM Payson & Co
Maine
$167K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$165K -$47.7K -1,040 -22%
SFS
149
Sowell Financial Services
Arkansas
$148K – – –
EDRH
150
Edmond de Rothschild Holding
Switzerland
$125K – – –
4 5
6
7 8