We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 51.85%49.25% (-2.6%)

5% less funds holding

Funds holding: 257243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Avitas Wealth Management
California
$227K +$243K +5,119 New
JIC
152
Johnson Investment Counsel
Ohio
$224K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$222K -$188K -3,955 -44%
KNW
154
Kesler Norman & Wride
Utah
$219K -$60.6K -1,275 -21%
IFWM
155
Institute for Wealth Management
Colorado
$216K +$232K +4,874 New
QT
156
Quantbot Technologies
New York
$211K -$267K -5,624 -54%
IWC
157
Integrated Wealth Concepts
Massachusetts
$204K -$75.6K -1,591 -26%
MFG
158
Magnus Financial Group
New York
$202K -$198K -4,176 -48%
WWM
159
Western Wealth Management
Colorado
$202K +$218K +4,577 New
SWP
160
Stratos Wealth Partners
Ohio
$200K +$215K +4,521 New
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$189K -$150K -3,150 -42%
HPC
162
HM Payson & Co
Maine
$182K
JIR
163
James Investment Research
Ohio
$173K -$4.75K -100 -2%
CL
164
COWA LLC
Oklahoma
$170K -$92.7K -1,950 -34%
HI
165
Harbour Investments
Wisconsin
$166K
SWM
166
Spire Wealth Management
Virginia
$154K +$47.2K +993 +40%
EW
167
Evoke Wealth
California
$151K
GRP
168
Global Retirement Partners
California
$150K +$17.8K +375 +14%
OFG
169
Oxford Financial Group
Indiana
$133K
S
170
SignatureFD
Georgia
$133K
Fidelity Investments
171
Fidelity Investments
Massachusetts
$128K -$10.9K -229 -7%
TWA
172
TCI Wealth Advisors
Arizona
$127K +$12.3K +259 +10%
GC
173
Garde Capital
Washington
$122K
SC
174
SouthState Corp
Florida
$119K -$2.85K -60 -2%
BAM
175
Belpointe Asset Management
Nevada
$119K +$12.4K +261 +11%

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.