KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

232 hedge funds and large institutions have $1,000M invested in SPDR S&P Bank ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+31
Holders Change %
+15.42%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
61
Increased
59
Reduced
64
Closed
26
Calls
$76.2M
Puts
$131M
Net Calls
-$55.3M
Net Calls Change
-$26.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$35.9M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$13.8M
5
Millennium Management
5
Millennium Management
New York
$13M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.61M
2
IUHSA
2
Itau Unibanco Holding S.A.
Brazil
$265K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.11M
5
CF
5
Clarity Financial
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
126
Great Valley Advisor Group
Delaware
$346K +$20.2K +439 +6%
FAM
127
Formidable Asset Management
Ohio
$327K – – –
SCM
128
Sage Capital Management
New Jersey
$319K +$319K +6,941 New
SCM
129
SOL Capital Management
Maryland
$318K +$52.3K +1,136 +20%
FTS
130
Fifth Third Securities
Ohio
$313K +$20K +435 +7%
LCS
131
Levin Capital Strategies
New York
$304K – – –
EWA
132
EP Wealth Advisors
California
$291K +$4.6K +100 +2%
Comerica Bank
133
Comerica Bank
Texas
$287K +$39.2K +852 +16%
BCM
134
Bayesian Capital Management
New York
$285K +$285K +6,200 New
DDPIC
135
Deroy & Devereaux Private Investment Counsel
Michigan
$285K – – –
PAS
136
Park Avenue Securities
New York
$279K +$279K +6,065 New
OMC
137
Old Mission Capital
Illinois
$278K +$278K +6,036 New
OC
138
Oppenheimer & Co
New York
$277K -$31K -673 -10%
Wealthfront Advisers
139
Wealthfront Advisers
California
$275K -$286K -6,215 -51%
CA
140
CoreCap Advisors
Michigan
$266K +$266K +5,777 New
IUHSA
141
Itau Unibanco Holding S.A.
Brazil
$265K -$18.4M -399,400 -99%
SF
142
Synovus Financial
Georgia
$264K +$92 +2 +0%
CA
143
Cetera Advisors
Colorado
$264K +$264K +5,731 New
CC
144
Courier Capital
New York
$252K +$1.66K +36 +0.7%
LWA
145
Lineweaver Wealth Advisors
Ohio
$249K -$624K -13,565 -71%
TFA
146
Toth Financial Advisory
Virginia
$248K +$27.2K +590 +12%
BAM
147
Belpointe Asset Management
Nevada
$248K +$248K +5,390 New
VRM
148
Vectors Research Management
New York
$246K +$246K +5,356 New
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$242K +$242K +5,257 New
MA
150
Mutual Advisors
Nebraska
$241K -$74.3K -1,615 -24%
4 5
6
7 8