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State Street SPDR S&P Bank ETF

279 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.6% less ownership

Funds ownership: 52.46%48.86% (-3.6%)

11% less capital invested

Capital invested by funds: $1.68B → $1.5B (-$176M)

68% less call options, than puts

Call options by funds: $143M | Put options by funds: $448M

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
88
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$310K -$17.8K -321 -5%
CA
177
Cetera Advisors
Colorado
$294K -$53K -956 -15%
MFGM
178
Marshall Financial Group (Maryland)
Maryland
$293K +$297K +5,365 New
MIG
179
McGuire Investment Group
Rhode Island
$285K
AIFAIM
180
American Institute for Advanced Investment Management
Arizona
$284K +$68.4K +1,235 +31%
CAN
181
Cetera Advisor Networks
California
$279K +$10.3K +186 +4%
AAS
182
Avantax Advisory Services
Texas
$276K +$280K +5,050 New
LFP
183
Leeward Financial Partners
Washington
$276K +$281K +5,063 New
QTM
184
qPULA Trading Management
New York
$273K +$277K +5,000 New
APP
185
Avantax Planning Partners
Iowa
$270K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$269K -$116K -2,094 -30%
Cerity Partners
187
Cerity Partners
New York
$258K +$262K +4,729 New
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$247K
IFWM
189
Institute for Wealth Management
Colorado
$244K
TFCP
190
Twin Focus Capital Partners
Massachusetts
$237K
IWM
191
IHT Wealth Management
Illinois
$234K +$665 +12 +0.3%
PPA
192
Parametric Portfolio Associates
Washington
$223K +$227K +4,089 New
ASN
193
Advisory Services Network
Georgia
$221K -$55.8K -1,007 -20%
AWA
194
Arkadios Wealth Advisors
Georgia
$221K +$554 +10 +0.2%
Prudential Financial
195
Prudential Financial
New Jersey
$219K -$31.4K -566 -13%
JIR
196
James Investment Research
Ohio
$219K
RT
197
Rockland Trust
Massachusetts
$218K -$10.1K -183 -4%
HPC
198
HM Payson & Co
Maine
$218K
DJYG
199
David J. Yvars Group
Florida
$216K +$720 +13 +0.3%
ZIG
200
Zuckerman Investment Group
Illinois
$214K

KBE Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2021, worth a combined $1.5B — down 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KBE positions and 36 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $15M. The largest seller was Citigroup, cutting an estimated $78.4M.

  • 279 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $1.5B of State Street SPDR S&P Bank ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2021 and 36 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2021 was Partners Capital Investment Group, an estimated $15M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2021 was Citigroup, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2021.