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State Street SPDR S&P Bank ETF

279 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.6% less ownership

Funds ownership: 52.46%48.86% (-3.6%)

11% less capital invested

Capital invested by funds: $1.68B → $1.5B (-$176M)

68% less call options, than puts

Call options by funds: $143M | Put options by funds: $448M

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
88
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Aaron Wealth Advisors
Illinois
$413K
TA
152
Tiedemann Advisors
New York
$410K +$416K +7,506 New
FAM
153
Formidable Asset Management
Ohio
$400K
NA
154
NewEdge Advisors
Louisiana
$394K +$25.5K +461 +7%
MML Investors Services
155
MML Investors Services
Massachusetts
$386K +$392K +7,074 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$383K +$8.48K +153 +2%
EFS
157
Essex Financial Services
Connecticut
$371K
EW
158
Evoke Wealth
California
$366K
BBVA
159
Banco Bilbao Vizcaya Argentaria
Spain
$366K +$371K +6,703 New
LWM
160
Laidlaw Wealth Management
New York
$363K
LCS
161
Levin Capital Strategies
New York
$360K
KNW
162
Kesler Norman & Wride
Utah
$357K -$610 -11 -0.2%
IWA
163
Intercontinental Wealth Advisors
Texas
$348K -$20.7K -374 -6%
OC
164
Oppenheimer & Co
New York
$347K -$12.3K -222 -3%
PFA
165
Paradigm Financial Advisors
Missouri
$340K -$178K -3,206 -34%
DDPIC
166
Deroy & Devereaux Private Investment Counsel
Michigan
$338K
HSBC Holdings
167
HSBC Holdings
United Kingdom
$336K -$58.3K -1,052 -15%
MA
168
Mutual Advisors
Nebraska
$334K +$55.4K +1,000 +20%
SCM
169
SOL Capital Management
Maryland
$323K -$85.3K -1,540 -21%
PCM
170
Poehling Capital Management
Wisconsin
$319K -$24.9K -450 -7%
CL
171
COWA LLC
Oklahoma
$316K
AC
172
Aristides Capital
Kentucky
$314K -$53.5K -965 -14%
LP
173
LGL Partners
Pennsylvania
$313K +$2.16K +39 +0.7%
CGA
174
Crescent Grove Advisors
Illinois
$311K +$106K +1,909 +50%
BIM
175
Bullseye Investment Management
Ohio
$311K +$316K +5,700 New

KBE Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2021, worth a combined $1.5B — down 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KBE positions and 36 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $15M. The largest seller was Citigroup, cutting an estimated $78.4M.

  • 279 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $1.5B of State Street SPDR S&P Bank ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2021 and 36 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2021 was Partners Capital Investment Group, an estimated $15M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2021 was Citigroup, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2021.