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SPDR S&P Bank ETF
KBE

Overview Fund Activity

278 hedge funds and large institutions have $1.5B invested in SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+17
Holders Change %
+6.51%
% 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
87
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$14.8M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$10.4M
3
CCC
3
Crescent Capital Consulting
Louisiana
$10.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.51M

Top Sellers

1
Citigroup
1
Citigroup
New York
$76.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
Goldman Sachs
3
Goldman Sachs
New York
$216M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$294K -$52.1K -956 -15%
MFGM
177
Marshall Financial Group (Maryland)
Maryland
$293K +$293K +5,365 New
MIG
178
McGuire Investment Group
Rhode Island
$285K – – –
AIFAIM
179
American Institute for Advanced Investment Management
Arizona
$284K +$67.3K +1,235 +31%
CAN
180
Cetera Advisor Networks
California
$279K +$10.1K +186 +4%
AAS
181
Avantax Advisory Services
Texas
$276K +$276K +5,050 New
LFP
182
Leeward Financial Partners
Washington
$276K +$276K +5,063 New
QTM
183
qPULA Trading Management
New York
$273K +$273K +5,000 New
APP
184
Avantax Planning Partners
Iowa
$270K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$269K -$114K -2,094 -30%
Cerity Partners
186
Cerity Partners
New York
$258K +$258K +4,729 New
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$247K – – –
IFWM
188
Institute for Wealth Management
Colorado
$244K – – –
TFCP
189
Twin Focus Capital Partners
Massachusetts
$237K – – –
IWM
190
IHT Wealth Management
Illinois
$234K +$655 +12 +0.3%
PPA
191
Parametric Portfolio Associates
Washington
$223K +$223K +4,089 New
ASN
192
Advisory Services Network
Georgia
$221K -$54.9K -1,007 -20%
AWA
193
Arkadios Wealth Advisors
Georgia
$221K +$546 +10 +0.2%
Prudential Financial
194
Prudential Financial
New Jersey
$219K -$32.3K -566 -13%
JIR
195
James Investment Research
Ohio
$219K – – –
RT
196
Rockland Trust
Massachusetts
$218K -$9.98K -183 -4%
HPC
197
HM Payson & Co
Maine
$218K – – –
DJYG
198
David J. Yvars Group
Florida
$216K +$709 +13 +0.3%
ZIG
199
Zuckerman Investment Group
Illinois
$214K – – –
SI
200
Stephens Inc
Arkansas
$213K +$213K +3,898 New
6 7
8
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