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SPDR S&P Bank ETF
KBE

Overview Fund Activity

298 hedge funds and large institutions have $1.3B invested in SPDR S&P Bank ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+20
Holders Change %
+7.19%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
64
Increased
95
Reduced
76
Closed
41
Calls
$46.4M
Puts
$148M
Net Calls
-$102M
Net Calls Change
+$203M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$104M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$12.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.4M
5
MIH
Meitav Investment House
Israel
$46.2M

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
$113K
2
CWM
Congress Wealth Management
Massachusetts
$465K
3
Citigroup
Citigroup
New York
$36.6M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
151
Waldron Private Wealth
Pennsylvania
$433K – – –
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$429K -$85.9K -1,644 -17%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$429K +$171K +3,267 +66%
AIFAIM
154
American Institute for Advanced Investment Management
Arizona
$418K +$145K +2,775 +53%
GTCM
155
Gyon Technologies Capital Management
New Jersey
$405K +$405K +7,740 New
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$391K +$391K +7,461 New
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$390K +$329K +6,280 +538%
ASN
158
Advisory Services Network
Georgia
$385K +$173K +3,311 +82%
LWM
159
Laidlaw Wealth Management
New York
$374K +$25.8K +493 +7%
DCM
160
Dimension Capital Management
Florida
$373K -$48.7K -931 -12%
EP
161
Edgestream Partners
New Jersey
$368K -$55.8K -1,065 -13%
FAM
162
Formidable Asset Management
Ohio
$366K – – –
IWA
163
Intercontinental Wealth Advisors
Texas
$363K +$29.1K +557 +9%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$361K +$283K +5,400 +360%
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$360K -$7.75K -148 -2%
BBVA
166
Banco Bilbao Vizcaya Argentaria
Spain
$356K – – –
CGA
167
Crescent Grove Advisors
Illinois
$354K +$54.9K +1,048 +18%
EFS
168
Essex Financial Services
Connecticut
$351K -$4.97K -95 -1%
LCS
169
Levin Capital Strategies
New York
$346K – – –
KNW
170
Kesler Norman & Wride
Utah
$326K -$16.1K -307 -5%
DDPIC
171
Deroy & Devereaux Private Investment Counsel
Michigan
$325K – – –
MA
172
Mutual Advisors
Nebraska
$320K – – –
LFP
173
Leeward Financial Partners
Washington
$320K +$55K +1,051 +21%
OC
174
Oppenheimer & Co
New York
$318K -$15.3K -292 -5%
MCM
175
Moore Capital Management
New York
$315K +$315K +6,010 New
5 6
7
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