We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

256 hedge funds and large institutions have $2.08B invested in State Street SPDR S&P Bank ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

2.56% more ownership

Funds ownership: 58.68%61.24% (+2.6%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 255256 (+1)

5% less capital invested

Capital invested by funds: $2.19B → $2.08B (-$108M)

12% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 86

67% less call options, than puts

Call options by funds: $63.6M | Put options by funds: $192M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.85%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
31
Increased
76
Reduced
86
Closed
29
Calls
$63.6M
Puts
$192M
Net Calls
-$129M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$351K -$64.5K -1,323 -15%
SWP
152
Stratos Wealth Partners
Ohio
$344K +$137K +2,816 +62%
BPC
153
Banque Pictet & Cie
Switzerland
$343K
VWM
154
Venturi Wealth Management
Texas
$343K +$117K +2,400 +48%
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$332K +$348K +7,137 New
HCA
156
Heck Capital Advisors
Wisconsin
$323K
LCS
157
Levin Capital Strategies
New York
$307K
WIA
158
Wealthstreet Investment Advisors
Texas
$303K
CWM
159
Circle Wealth Management
New Jersey
$302K +$1.51K +31 +0.5%
NB
160
NBT Bank
New York
$298K -$43.4K -890 -12%
CAC
161
Certified Advisory Corp
Florida
$297K -$85.8K -1,761 -22%
UBS AM
162
UBS AM
Illinois
$296K
ASN
163
Advisory Services Network
Georgia
$292K -$258K -5,290 -46%
Northern Trust
164
Northern Trust
Illinois
$291K
GD
165
Grandfield & Dodd
New York
$289K +$97 +2 +0%
FCAG
166
First Capital Advisors Group
New Jersey
$285K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$273K +$278K +5,709 +3,937%
Cerity Partners
168
Cerity Partners
New York
$264K +$276K +5,671 New
FHB
169
First Hawaiian Bank
Hawaii
$261K +$273K +5,600 New
CAN
170
Claraphi Advisory Network
United States
$259K -$4.68K -96 -2%
AIC
171
Ayalon Insurance Company
Israel
$257K -$27.3K -560 -9%
BRWM
172
B. Riley Wealth Management
Tennessee
$253K +$265K +5,431 New
LP
173
LGL Partners
Pennsylvania
$245K +$1.17K +24 +0.5%
EC
174
EJF Capital
Virginia
$233K -$974K -20,000 -80%
AWM
175
Aries Wealth Management
Maine
$230K

KBE Hedge Fund Activity: Q3 2018 in Review

256 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2018, worth a combined $2.08B — down 4.9% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KBE positions and 29 closed out — a net gain of 2 holders — while 76 added to existing stakes and 86 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $21.9M. The largest seller was Goldman Sachs, cutting an estimated $74.2M.

  • 256 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2018, up from 255 in Q2 2018.
  • Funds reported $2.08B of State Street SPDR S&P Bank ETF stock for Q3 2018, down 4.9% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2018 and 29 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2018 was Canada Pension Plan Investment Board, an estimated $21.9M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2018 was Goldman Sachs, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2018.