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SPDR S&P Bank ETF
KBE

Overview Fund Activity

298 hedge funds and large institutions have $1.3B invested in SPDR S&P Bank ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+20
Holders Change %
+7.19%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
64
Increased
95
Reduced
76
Closed
41
Calls
$46.4M
Puts
$148M
Net Calls
-$102M
Net Calls Change
+$203M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$104M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$12.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.4M
5
MIH
Meitav Investment House
Israel
$46.2M

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
$113K
2
CWM
Congress Wealth Management
Massachusetts
$465K
3
Citigroup
Citigroup
New York
$36.6M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$617K – – –
Prudential Financial
127
Prudential Financial
New Jersey
$607K +$406K +7,764 +202%
Principal Financial Group
128
Principal Financial Group
Iowa
$575K +$575K +10,993 New
Bank of New York Mellon
129
Bank of New York Mellon
New York
$573K -$20.9K -400 -4%
CI
130
Chartist Inc
California
$566K -$8.22K -157 -1%
SIC
131
Samalin Investment Counsel
New York
$558K +$2.57K +49 +0.5%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$555K -$441K -8,428 -44%
VWA
133
V Wealth Advisors
Kansas
$554K -$13.8K -263 -2%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$542K +$11K +210 +2%
VWM
135
Venturi Wealth Management
Texas
$524K – – –
V
136
Veritable
Delaware
$519K – – –
CI Investments Inc
137
CI Investments Inc
Ontario, Canada
$518K +$518K +9,900 New
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$509K -$1.38M -26,393 -73%
HWA
139
Heritage Wealth Advisors
Virginia
$497K -$1.43M -27,341 -74%
FLC
140
Fifth Lane Capital
Texas
$493K -$2.03M -38,789 -80%
AFM
141
Abbot Financial Management
Massachusetts
$493K +$30.3K +579 +7%
SWP
142
Stratos Wealth Partners
Ohio
$492K +$11.5K +220 +2%
IA
143
IFP Advisors
Florida
$483K +$457K +9,221 +1,773%
OCM
144
Objective Capital Management
Ohio
$482K – – –
CFAM
145
Coury Firm Asset Management
Pennsylvania
$481K -$142K -2,716 -23%
AAS
146
Avantax Advisory Services
Texas
$473K +$207K +3,929 +78%
CWM
147
Congress Wealth Management
Massachusetts
$465K -$42.1M -804,503 -99%
FHA
148
Flagship Harbor Advisors
Massachusetts
$463K -$6.38M -121,805 -93%
MBT
149
Montecito Bank & Trust
California
$444K – – –
KPW
150
Kore Private Wealth
New York
$437K +$437K +8,350 New
4 5
6
7 8