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SPDR S&P Bank ETF
KBE

Overview Fund Activity

243 hedge funds and large institutions have $2.41B invested in SPDR S&P Bank ETF in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+37
Holders Change %
+17.96%
% of All Funds
5.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
59
Increased
82
Reduced
60
Closed
19
Calls
$81.8M
Puts
$230M
Net Calls
-$148M
Net Calls Change
-$56.4M

Top Buyers

1
ACI
AMP Capital Investors
Australia
$341M
2
EC
EJF Capital
Virginia
$56.8M
3
Morgan Stanley
Morgan Stanley
New York
$174M
4
Goldman Sachs
Goldman Sachs
New York
$739M
5
Bank of America
Bank of America
North Carolina
$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$5.47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
SAM
Symphony Asset Management
California
$0
4
UBS Group
UBS Group
Switzerland
$61.6M
5
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Spearhead Capital Advisors
Florida
$361K +$361K +7,619 New
SS
152
Simplicity Solutions
Minnesota
$359K +$359K +7,585 New
AZA
153
Arthur Zaske & Associates
Michigan
$357K +$56.7K +1,197 +19%
Creative Planning
154
Creative Planning
Kansas
$351K -$4.66M -98,484 -93%
PCM
155
Palisade Capital Management
New Jersey
$343K -$130K -2,750 -28%
HCA
156
Heck Capital Advisors
Wisconsin
$332K +$4.21K +89 +1%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K +$16.3K +345 +5%
LCS
158
Levin Capital Strategies
New York
$312K – – –
IA
159
IFP Advisors
Florida
$311K +$65.7K +1,389 +27%
WIA
160
Wealthstreet Investment Advisors
Texas
$308K +$308K +6,500 New
GT
161
Glenmede Trust
Pennsylvania
$306K +$42.4K +900 +16%
CWM
162
Circle Wealth Management
New Jersey
$303K +$1.33K +28 +0.4%
ATC
163
Argent Trust Co
Tennessee
$299K – – –
ASN
164
Advisory Services Network
Georgia
$296K +$24.8K +524 +9%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$279K +$279K +5,900 New
SWP
166
Stratos Wealth Partners
Ohio
$274K -$62.3K -1,314 -19%
PPA
167
Parametric Portfolio Associates
Washington
$274K – – –
CAN
168
Claraphi Advisory Network
United States
$267K +$267K +5,644 New
HI
169
Hudock Inc
Pennsylvania
$265K +$92.3K +1,955 +53%
HPC
170
HM Payson & Co
Maine
$256K – – –
AWM
171
Aries Wealth Management
Maine
$250K +$250K +4,930 New
FIM
172
Freedom Investment Management
Connecticut
$247K +$247K +5,226 New
LP
173
LGL Partners
Pennsylvania
$246K +$1.04K +22 +0.4%
CT
174
CPF Texas
Texas
$240K +$240K +5,127 New
FCBT
175
First Citizens Bank & Trust
North Carolina
$237K +$237K +5,000 New
5 6
7
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