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SPDR S&P Bank ETF
KBE

Overview Fund Activity

254 hedge funds and large institutions have $1.36B invested in SPDR S&P Bank ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+37
Holders Change %
+17.05%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
67
Increased
65
Reduced
60
Closed
25
Calls
$29.4M
Puts
$336M
Net Calls
-$307M
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$128M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
$64.9M
3
Jane Street
Jane Street
New York
$39.9M
4
UBS Group
UBS Group
Switzerland
$37.9M
5
Goldman Sachs
Goldman Sachs
New York
$191M

Top Sellers

1
Citigroup
Citigroup
New York
$7.14M
2
Morgan Stanley
Morgan Stanley
New York
$71.1M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.07M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27M
5
KAS
Kestra Advisory Services
Texas
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WP Advisors
California
$270K +$1.61K +29 +0.6%
SFS
152
Symphony Financial Services
Ohio
$266K -$5.49K -99 -2%
Fisher Asset Management
153
Fisher Asset Management
Washington
$262K +$49.2K +887 +23%
SF
154
Synovus Financial
Georgia
$258K -$235K -4,233 -48%
IFWM
155
Institute for Wealth Management
Colorado
$255K +$10.5K +189 +4%
XF
156
XML Financial
Maryland
$255K -$37.2K -670 -13%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$253K +$145K +2,605 +133%
JHCP
158
Jackson Hole Capital Partners
Oklahoma
$252K – – –
CGA
159
Crescent Grove Advisors
Illinois
$248K -$27.9K -503 -10%
GS
160
GTS Securities
New York
$244K +$244K +4,400 New
CC
161
Courier Capital
New York
$243K -$998 -18 -0.4%
VRM
162
Vectors Research Management
New York
$234K – – –
CSP
163
Cary Street Partners
Virginia
$233K +$233K +4,194 New
PCIA
164
Prime Capital Investment Advisors
Kansas
$230K +$230K +4,154 New
SCM
165
SOL Capital Management
Maryland
$227K – – –
AWM
166
Avitas Wealth Management
California
$227K -$10.4K -188 -4%
SWP
167
Stratos Wealth Partners
Ohio
$224K -$3.66K -66 -2%
CWM
168
Congress Wealth Management
Massachusetts
$222K +$222K +4,011 New
HPC
169
HM Payson & Co
Maine
$222K – – –
DI
170
Diligent Investors
California
$222K – – –
HFS
171
Hopwood Financial Services
Virginia
$222K +$222K +4,000 New
SFG
172
Sovereign Financial Group
Connecticut
$218K +$55 +1 +0%
EWA
173
EP Wealth Advisors
California
$217K -$5.55K -100 -2%
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
$210K +$210K +3,782 New
IAIM
175
International Assets Investment Management
Florida
$209K +$209K +3,801 New
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7
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