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State Street SPDR S&P Bank ETF

186 hedge funds and large institutions have $775M invested in State Street SPDR S&P Bank ETF in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

45% more capital invested

Capital invested by funds: $535M → $775M (+$240M)

9% more funds holding

Funds holding: 170186 (+16)

3.28% more ownership

Funds ownership: 55.36%58.64% (+3.3%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

64% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $223M

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
52
Reduced
55
Closed
28
Calls
$80.3M
Puts
$223M
Net Calls
-$143M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
151
Rockbridge Investment Management
New York
$29K +$27.6K +915 New
FA
152
Faithward Advisors
Pennsylvania
$28K
HI
153
Hudock Inc
Pennsylvania
$27K +$30 +1 +0.1%
DSC
154
Duncker Streett & Co
Missouri
$24K -$30.2K -1,000 -57%
OPS
155
Orion Portfolio Solutions
Nebraska
$24K -$20.4K -675 -47%
WT
156
Washington Trust
Rhode Island
$24K
CWC
157
Carolinas Wealth Consulting
North Carolina
$17K +$16.5K +547 New
FANJ
158
Financial Architects (New Jersey)
New Jersey
$16K
CTC
159
Central Trust Company
Missouri
$13K -$2.48K -82 -16%
PA
160
Parallel Advisors
California
$12K -$45.3K -1,502 -79%
HWA
161
HCR Wealth Advisors
California
$12K
JPLA
162
Joseph P. Lucia & Associates
New York
$11K
JHCP
163
Jackson Hole Capital Partners
Oklahoma
$10K
GRP
164
Global Retirement Partners
California
$9K
AAP
165
Arax Advisory Partners
Colorado
$8K +$60 +2 +0.8%
SBL
166
Sargent Bickham Lagudis
Colorado
$7K
HNB
167
Huntington National Bank
Ohio
$6K
KTC
168
Kistler-Tiffany Companies
Pennsylvania
$6K
DI
169
Disciplined Investments
Oklahoma
$6K +$30 +1 +0.5%
APA
170
American Portfolios Advisors
New York
$5.05K
BDWM
171
Brewin Dolphin Wealth Management
Ireland
$5.05K
William Blair & Company
172
William Blair & Company
Illinois
$5K -$23.5K -780 -84%
CAAS
173
Capital Asset Advisory Services
Michigan
$5K -$6.04K -200 -56%
GWM
174
Geneos Wealth Management
Colorado
$4K -$130K -4,320 -96%
RDWM
175
Red Door Wealth Management
Tennessee
$4K

KBE Hedge Fund Activity: Q2 2020 in Review

186 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2020, worth a combined $775M — up 45% from $535M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBE positions and 28 closed out — a net gain of 16 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $55.5M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $12M.

  • 186 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $775M of State Street SPDR S&P Bank ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 44 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2020 and 28 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $55.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2020 was Mivtachim The Workers Social Insurance Fund, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2020.