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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$148K +$154K +3,289 New
S
152
SignatureFD
Georgia
$135K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$132K +$1.31K +28 +1%
GC
154
Garde Capital
Washington
$124K
SC
155
SouthState Corp
Florida
$122K
HWM
156
HighMark Wealth Management
Minnesota
$117K +$1.13K +24 +0.9%
PI
157
PEAK6 Investments
Illinois
$106K +$110K +2,345 New
AA
158
AlphaMark Advisors
Kentucky
$105K +$66.9K +1,425 +160%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$104K -$225K -4,793 -68%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$104K -$11.2K -239 -9%
BAM
161
Belpointe Asset Management
Nevada
$101K -$21.1K -449 -17%
PFA
162
Pathway Financial Advisers
Indiana
$100K +$104K +2,216 New
GWMI
163
Guardian Wealth Management (Illinois)
Illinois
$92.9K
SWM
164
Spire Wealth Management
Virginia
$85K -$74.8K -1,593 -46%
TWA
165
TCI Wealth Advisors
Arizona
$81.7K -$49.7K -1,059 -37%
GT
166
Glenmede Trust
Pennsylvania
$76.8K
TWC
167
TD Waterhouse Canada
Ontario, Canada
$63.6K +$7.04K +150 +12%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.4K
Citadel Advisors
169
Citadel Advisors
Florida
$55.8K +$58K +1,236 New
RA
170
Rise Advisors
New York
$50.9K +$516 +11 +1%
CFB
171
Cullen/Frost Bankers
Texas
$49.7K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$43K
AAG
173
Armstrong Advisory Group
Massachusetts
$42.4K +$44K +938 New
SSG
174
Summit Securities Group
New York
$41K
GRP
175
Global Retirement Partners
California
$40.9K -$103K -2,190 -71%

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.