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SPDR S&P Bank ETF
KBE

Overview Fund Activity

210 hedge funds and large institutions have $786M invested in SPDR S&P Bank ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
48
Reduced
74
Closed
39
Calls
$97.8M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$77.9M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$87.1M
2
Citigroup
Citigroup
New York
$90.1M
3
Goldman Sachs
Goldman Sachs
New York
$217M
4
Barclays
Barclays
United Kingdom
$14.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
SCM
Segantii Capital Management
Hong Kong
$0
4
Bank of America
Bank of America
North Carolina
$30.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Cutler Group
California
$75K -$305K -8,490 -80%
GWM
152
Guardian Wealth Management
Illinois
$72.4K -$1.66K -46 -2%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$65.8K -$44.2K -1,228 -40%
GT
154
Glenmede Trust
Pennsylvania
$63K – – –
William Blair & Company
155
William Blair & Company
Illinois
$58.8K -$429K -11,910 -88%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$46.4K -$10.4K -284 -18%
CFB
157
Cullen/Frost Bankers
Texas
$44.4K +$4.79K +133 +12%
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$44.3K -$5.4K -150 -11%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K -$11.2K -311 -22%
AAG
161
Armstrong Advisory Group
Massachusetts
$33.8K – – –
GRP
162
Global Retirement Partners
California
$32.9K – – –
AA
163
Ancora Advisors
Ohio
$32.4K – – –
RA
164
Rise Advisors
New York
$29.4K -$1.77K -49 -6%
TSWM
165
Tyler-Stone Wealth Management
Ohio
$29K +$29K +813 New
WT
166
Washington Trust
Rhode Island
$27.8K – – –
SWM
167
Sugarloaf Wealth Management
Georgia
$25.7K +$108 +3 +0.4%
ME
168
McIlrath & Eck
Washington
$22.4K – – –
CFGS
169
Concourse Financial Group Securities
Alabama
$21.6K -$9K -250 -29%
TFA
170
Transamerica Financial Advisors
Florida
$21K -$1.15K -32 -5%
FWM
171
Focused Wealth Management
New York
$19.8K +$36 +1 +0.2%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$18.5K – – –
CSC
173
Caldwell Sutter Capital
California
$17.1K – – –
NFSG
174
Newbridge Financial Services Group
Florida
$17.1K +$144 +4 +0.8%
FHA
175
First Horizon Advisors
Tennessee
$16.8K +$144 +4 +0.9%
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7
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