We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

211 hedge funds and large institutions have $2.12B invested in State Street SPDR S&P Bank ETF in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

13% more funds holding

Funds holding: 186211 (+25)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3.12% more ownership

Funds ownership: 62.12%65.24% (+3.1%)

1% more capital invested

Capital invested by funds: $2.09B → $2.12B (+$26.7M)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

24% less call options, than puts

Call options by funds: $55.3M | Put options by funds: $72.6M

Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
5.25%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
48
Increased
61
Reduced
67
Closed
21
Calls
$55.3M
Puts
$72.6M
Net Calls
-$17.3M
Net Calls Change
-$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$260K +$266K +6,050 New
QFA
152
Quattro Financial Advisors
Texas
$252K +$258K +5,870 New
TH
153
Timber Hill
Connecticut
$248K -$2.52M -57,311 -91%
FMBTD
154
First Midwest Bank Trust Division
Illinois
$243K
Creative Planning
155
Creative Planning
Kansas
$243K +$44.1K +1,001 +22%
EDRH
156
Edmond de Rothschild Holding
Switzerland
$236K -$913K -20,740 -79%
WJA
157
Williams Jones & Associates
New York
$232K -$3.3K -75 -1%
FTI
158
Fiduciary Trust International
Massachusetts
$232K
HPC
159
HM Payson & Co
Maine
$232K
LFAS
160
Level Four Advisory Services
Texas
$219K -$1.63K -37 -0.7%
PCM
161
Palisade Capital Management
New Jersey
$215K +$220K +5,000 New
ATC
162
Argent Trust Co
Tennessee
$211K
GAM
163
Garrison Asset Management
Arkansas
$203K
Franklin Resources
164
Franklin Resources
California
$203K +$208K +4,730 New
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K +$207K +4,702 New
SI
166
SII Investments
Wisconsin
$202K +$204K +4,635 New
PA
167
Parallel Advisors
California
$195K +$74.7K +1,697 +60%
AA
168
AlphaMark Advisors
Kentucky
$182K +$22K +500 +13%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$176K -$25.5K -580 -12%
NFG
170
Next Financial Group
Texas
$158K -$13.9K -315 -8%
GT
171
Glenmede Trust
Pennsylvania
$154K -$13.2K -300 -8%
DSC
172
Duncker Streett & Co
Missouri
$139K +$88 +2 +0.1%
ELI
173
Empire Life Investments
Ontario, Canada
$138K
IA
174
IFP Advisors
Florida
$125K -$20.9K -475 -14%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$112K +$13.2K +300 +13%

KBE Hedge Fund Activity: Q1 2017 in Review

211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2017, worth a combined $2.12B — up 1.3% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KBE positions and 21 closed out — a net gain of 27 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $88.8M. The largest seller was AMP Capital Investors, cutting an estimated $164M.

  • 211 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2017, up from 186 in Q4 2016.
  • Funds reported $2.12B of State Street SPDR S&P Bank ETF stock for Q1 2017, up 1.3% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2017 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2017 was Bank of America, an estimated $88.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2017 was AMP Capital Investors, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2017.