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SPDR S&P Bank ETF
KBE

Overview Fund Activity

218 hedge funds and large institutions have $642M invested in SPDR S&P Bank ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
36
Increased
38
Reduced
87
Closed
46
Calls
$61.2M
Puts
$46.7M
Net Calls
+$14.5M
Net Calls Change
+$69.7M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$18.1M
2
Squarepoint
2
Squarepoint
New York
$13.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.01M
5
MFS
5
Mirabella Financial Services
United Kingdom
$6.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M
3
Goldman Sachs
3
Goldman Sachs
New York
$176M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Courier Capital
New York
$255K -$3.11K -66 -1%
TFA
127
Toth Financial Advisory
Virginia
$254K – – –
MA
128
Mutual Advisors
Nebraska
$251K +$3.82K +81 +2%
VRM
129
Vectors Research Management
New York
$249K -$3.11K -66 -1%
CGA
130
Crescent Grove Advisors
Illinois
$243K – – –
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$241K -$1.03M -21,900 -81%
JIC
132
Johnson Investment Counsel
Ohio
$238K – – –
MFG
133
Magnus Financial Group
New York
$228K +$228K +4,839 New
ARC
134
Advisor Resource Council
Texas
$227K +$227K +4,924 New
OC
135
Oppenheimer & Co
New York
$220K -$64.1K -1,361 -23%
Cerity Partners
136
Cerity Partners
New York
$217K -$518 -11 -0.2%
JHCP
137
Jackson Hole Capital Partners
Oklahoma
$214K +$214K +4,550 New
IFWM
138
Institute for Wealth Management
Colorado
$208K -$1.04K -22 -0.5%
LWA
139
Lineweaver Wealth Advisors
Ohio
$202K -$53.4K -1,134 -21%
HPC
140
HM Payson & Co
Maine
$188K – – –
Comerica Bank
141
Comerica Bank
Texas
$184K -$109K -2,316 -37%
CA
142
CoreCap Advisors
Michigan
$183K -$89.6K -1,902 -33%
SWM
143
Spire Wealth Management
Virginia
$173K -$196K -4,159 -53%
HWA
144
Heritage Wealth Advisors
Virginia
$170K -$29K -615 -15%
HI
145
Harbour Investments
Wisconsin
$159K -$7.07K -150 -4%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$152K +$8.76K +186 +6%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$143K +$29K +615 +25%
IA
148
IFP Advisors
Florida
$127K -$47.1K -1,000 -27%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$117K +$117K +2,523 New
CICI
150
Capital Investment Counsel Inc
North Carolina
$114K – – –
4 5
6
7 8