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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Dimension Capital Management
Florida
$263K
AC
127
Aristides Capital
Kentucky
$260K
MA
128
Mutual Advisors
Nebraska
$247K
PCM
129
Poehling Capital Management
Wisconsin
$242K -$4.69K -100 -2%
TWM
130
TMD Wealth Management
Arizona
$242K
SCM
131
SOL Capital Management
Maryland
$241K +$939 +20 +0.4%
APP
132
Avantax Planning Partners
Iowa
$240K
IFWM
133
Institute for Wealth Management
Colorado
$239K +$19.5K +415 +9%
FTUS
134
Flow Traders U.S.
New York
$237K -$379K -8,069 -61%
MIG
135
McGuire Investment Group
Rhode Island
$235K
CGA
136
Crescent Grove Advisors
Illinois
$233K -$181K -3,854 -43%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$232K -$5.72K -122 -2%
JIC
138
Johnson Investment Counsel
Ohio
$228K
MFG
139
Magnus Financial Group
New York
$225K +$19.8K +422 +9%
UB
140
UMB Bank
Missouri
$217K +$153K +3,256 +209%
CF
141
Centaurus Financial
California
$208K +$99.6K +2,122 +85%
Northern Trust
142
Northern Trust
Illinois
$206K +$214K +4,565 New
HPC
143
HM Payson & Co
Maine
$185K
CA
144
CoreCap Advisors
Michigan
$176K +$183K +3,906 New
Deutsche Bank
145
Deutsche Bank
Germany
$170K +$177K +3,776 New
JIR
146
James Investment Research
Ohio
$170K -$7.42K -158 -4%
EWA
147
EP Wealth Advisors
California
$169K +$175K +3,735 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$166K -$27.7K -590 -14%
HI
149
Harbour Investments
Wisconsin
$160K -$11.1K -236 -6%
MCC
150
Money Concepts Capital
Florida
$151K -$288K -6,144 -65%

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.