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SPDR S&P Bank ETF
KBE

Overview Fund Activity

242 hedge funds and large institutions have $948M invested in SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-14
Holders Change %
-5.47%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M

Top Buyers

1
BHB
Bank Hapoalim BM
Israel
$16.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$17.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
5
UBS Group
UBS Group
Switzerland
$38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
Citigroup
Citigroup
New York
$14.9M
3
MIH
Meitav Investment House
Israel
$24.5M
4
Bank of America
Bank of America
North Carolina
$78.7M
5
Morgan Stanley
Morgan Stanley
New York
$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$306K -$4.44K -100 -1%
AWM
127
AE Wealth Management
Kansas
$299K -$922K -20,851 -76%
EFS
128
Essex Financial Services
Connecticut
$293K -$4.43K -100 -1%
LCS
129
Levin Capital Strategies
New York
$292K – – –
CAG
130
Csenge Advisory Group
Florida
$286K +$286K +6,459 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$281K +$22.1K +498 +9%
DDPIC
132
Deroy & Devereaux Private Investment Counsel
Michigan
$275K – – –
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$261K +$261K +5,888 New
GSC
134
Ground Swell Capital
South Carolina
$260K +$260K +5,879 New
LP
135
LGL Partners
Pennsylvania
$259K +$1.55K +35 +0.6%
DCM
136
Dimension Capital Management
Florida
$257K – – –
Vontobel Holding
137
Vontobel Holding
Switzerland
$257K – – –
Cerity Partners
138
Cerity Partners
New York
$256K -$9.55K -215 -4%
AC
139
Aristides Capital
Kentucky
$255K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$252K -$20.1K -453 -7%
AWS
141
Atria Wealth Solutions
New York
$250K +$8.06K +182 +3%
MA
142
Mutual Advisors
Nebraska
$242K -$19.2K -435 -7%
PCM
143
Poehling Capital Management
Wisconsin
$241K – – –
TWM
144
TMD Wealth Management
Arizona
$237K +$237K +5,349 New
CA
145
Cetera Advisors
Colorado
$236K -$930 -21 -0.4%
SCM
146
SOL Capital Management
Maryland
$236K – – –
APP
147
Avantax Planning Partners
Iowa
$235K – – –
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$233K -$78.1K -1,766 -25%
MIG
149
McGuire Investment Group
Rhode Island
$230K – – –
AWM
150
Avitas Wealth Management
California
$227K +$227K +5,119 New
4 5
6
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