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SPDR S&P Bank ETF
KBE

Overview Fund Activity

278 hedge funds and large institutions have $1.5B invested in SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+17
Holders Change %
+6.51%
% 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
87
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$14.8M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$10.4M
3
CCC
3
Crescent Capital Consulting
Louisiana
$10.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.51M

Top Sellers

1
Citigroup
1
Citigroup
New York
$76.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
Goldman Sachs
3
Goldman Sachs
New York
$216M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
151
Tiedemann Advisors
New York
$410K +$410K +7,506 New
FAM
152
Formidable Asset Management
Ohio
$400K – – –
NA
153
NewEdge Advisors
Louisiana
$394K +$25.2K +461 +7%
MML Investors Services
154
MML Investors Services
Massachusetts
$386K +$386K +7,074 New
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$383K +$8.35K +153 +2%
EFS
156
Essex Financial Services
Connecticut
$371K – – –
EW
157
Evoke Wealth
California
$366K – – –
BBVA
158
Banco Bilbao Vizcaya Argentaria
Spain
$366K +$366K +6,703 New
LWM
159
Laidlaw Wealth Management
New York
$363K – – –
LCS
160
Levin Capital Strategies
New York
$360K – – –
KNW
161
Kesler Norman & Wride
Utah
$357K -$601 -11 -0.2%
IWA
162
Intercontinental Wealth Advisors
Texas
$348K -$20.4K -374 -6%
OC
163
Oppenheimer & Co
New York
$347K -$12.1K -222 -3%
PFA
164
Paradigm Financial Advisors
Missouri
$340K -$175K -3,206 -34%
DDPIC
165
Deroy & Devereaux Private Investment Counsel
Michigan
$338K – – –
HSBC Holdings
166
HSBC Holdings
United Kingdom
$336K -$57.5K -1,052 -15%
MA
167
Mutual Advisors
Nebraska
$334K +$54.6K +1,000 +20%
SCM
168
SOL Capital Management
Maryland
$323K -$84K -1,540 -21%
PCM
169
Poehling Capital Management
Wisconsin
$319K -$24.5K -450 -7%
CL
170
COWA LLC
Oklahoma
$316K – – –
AC
171
Aristides Capital
Kentucky
$314K -$52.6K -965 -14%
LP
172
LGL Partners
Pennsylvania
$313K +$2.13K +39 +0.7%
CGA
173
Crescent Grove Advisors
Illinois
$311K +$104K +1,909 +50%
BIM
174
Bullseye Investment Management
Ohio
$311K +$311K +5,700 New
DADC
175
D.A. Davidson & Co
Montana
$310K -$17.5K -321 -5%
5 6
7
8 9