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SPDR S&P Bank ETF
KBE

Overview Fund Activity

276 hedge funds and large institutions have $1.62B invested in SPDR S&P Bank ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-6
Holders Change %
-2.13%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
44
Increased
99
Reduced
67
Closed
49
Calls
$147M
Puts
$364M
Net Calls
-$217M
Net Calls Change
-$1.55M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$151M
2
EDRH
Edmond de Rothschild Holding
Switzerland
$56.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.3M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.4M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$25.6M
3
PC
PointState Capital
New York
$0
4
AWM
Affinity Wealth Management
Delaware
$0
5
ACI
AMP Capital Investors
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
176
Guyasuta Investment Advisors
Pennsylvania
$334K – – –
EFS
177
Essex Financial Services
Connecticut
$332K – – –
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$329K +$329K +6,407 New
AIP
179
Almanack Investment Partners
Pennsylvania
$319K -$70.9K -1,381 -18%
DDPIC
180
Deroy & Devereaux Private Investment Counsel
Michigan
$318K – – –
CL
181
COWA LLC
Oklahoma
$301K +$7.78K +150 +3%
LP
182
LGL Partners
Pennsylvania
$291K +$1.34K +26 +0.5%
EP
183
Edgestream Partners
New Jersey
$288K +$288K +5,614 New
MA
184
Mutual Advisors
Nebraska
$280K +$39.3K +764 +16%
CA
185
Cetera Advisors
Colorado
$272K -$37.5K -730 -12%
AWM
186
AE Wealth Management
Kansas
$270K +$59.3K +1,155 +28%
MIG
187
McGuire Investment Group
Rhode Island
$268K – – –
EWF
188
Epstein & White Financial
California
$259K – – –
APP
189
Avantax Planning Partners
Iowa
$254K – – –
BTWM
190
Baker Tilly Wealth Management
Wisconsin
$252K – – –
QCG
191
Quadrant Capital Group
Ohio
$246K +$51 +1 +0%
RA
192
Resolute Advisors
California
$241K -$482K -9,400 -67%
IFWM
193
Institute for Wealth Management
Colorado
$230K -$5.14K -100 -2%
IWM
194
IHT Wealth Management
Illinois
$228K +$7.19K +140 +3%
SC
195
SouthState Corp
Florida
$225K -$47.4K -923 -17%
TFCP
196
Twin Focus Capital Partners
Massachusetts
$223K – – –
WWM
197
WJ Wealth Management
Arizona
$221K +$221K +4,300 New
SSG
198
Summit Securities Group
New York
$221K +$221K +4,300 New
RT
199
Rockland Trust
Massachusetts
$215K -$75.7K -1,473 -26%
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$214K +$214K +4,172 New
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