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State Street SPDR S&P Bank ETF

201 hedge funds and large institutions have $552M invested in State Street SPDR S&P Bank ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 210201 (-9)

9.06% less ownership

Funds ownership: 58.09%49.04% (-9.1%)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

30% less capital invested

Capital invested by funds: $786M → $552M (-$234M)

31% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $91.4M

50% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 82

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
82
Closed
32
Calls
$62.6M
Puts
$91.4M
Net Calls
-$28.8M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$214K
SCM
127
SOL Capital Management
Maryland
$213K -$4.29K -110 -2%
SF
128
Synovus Financial
Georgia
$212K -$5.57K -143 -2%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$211K +$156 +4 +0.1%
CC
130
Courier Capital
New York
$201K -$2.87M -73,612 -93%
Comerica Bank
131
Comerica Bank
Texas
$198K +$209K +5,377 New
HFM
132
Harvest Fund Management
China
$180K +$191K +4,891 New
TFA
133
Toth Financial Advisory
Virginia
$177K +$15.6K +400 +9%
HWA
134
Heritage Wealth Advisors
Virginia
$155K
HPC
135
HM Payson & Co
Maine
$147K
IA
136
IFP Advisors
Florida
$146K
SC
137
SouthState Corp
Florida
$137K +$7.79K +200 +6%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$132K -$12.4K -318 -8%
HI
139
Harbour Investments
Wisconsin
$129K +$4.32K +111 +3%
GC
140
Garde Capital
Washington
$101K +$107K +2,750 New
HWM
141
HighMark Wealth Management
Minnesota
$97.8K -$4.52K -116 -4%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$94.5K -$74.3K -1,907 -43%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$84.8K -$25.3K -650 -22%
AA
144
AlphaMark Advisors
Kentucky
$83K -$1.95K -50 -2%
BCV
145
Banque Cantonale Vaudoise
Switzerland
$81K +$85.7K +2,200 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$80.6K +$14K +360 +20%
NRG
147
Nemes Rush Group
Michigan
$79.2K
GWMI
148
Guardian Wealth Management (Illinois)
Illinois
$74.2K
CICI
149
Capital Investment Counsel Inc
North Carolina
$71.6K +$75.6K +1,942 New
GT
150
Glenmede Trust
Pennsylvania
$62.6K

KBE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2023, worth a combined $552M — down 30% from $786M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KBE and 24 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 41 added.

The largest buyer was Two Sigma Investments, adding an estimated $11.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $87.1M sold.

  • 201 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2023, down from 210 in Q2 2023.
  • Funds reported $552M of State Street SPDR S&P Bank ETF stock for Q3 2023, down 30% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2023 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2023 was Two Sigma Investments, an estimated $11.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2023 was Migdal Insurance & Financial Holdings, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.