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SPDR S&P Bank ETF
KBE

Overview Fund Activity

298 hedge funds and large institutions have $1.3B invested in SPDR S&P Bank ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+20
Holders Change %
+7.19%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
64
Increased
95
Reduced
76
Closed
41
Calls
$46.4M
Puts
$148M
Net Calls
-$102M
Net Calls Change
+$203M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$104M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$12.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.4M
5
MIH
Meitav Investment House
Israel
$46.2M

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
$113K
2
CWM
Congress Wealth Management
Massachusetts
$465K
3
Citigroup
Citigroup
New York
$36.6M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Poehling Capital Management
Wisconsin
$306K – – –
CL
177
COWA LLC
Oklahoma
$304K – – –
Vontobel Holding
178
Vontobel Holding
Switzerland
$304K +$304K +5,800 New
LP
179
LGL Partners
Pennsylvania
$302K +$1.89K +36 +0.6%
AC
180
Aristides Capital
Kentucky
$301K – – –
CA
181
Cetera Advisors
Colorado
$301K +$18.7K +357 +7%
SI
182
Stephens Inc
Arkansas
$301K +$96.9K +1,850 +47%
EW
183
Evoke Wealth
California
$298K -$52.3K -1,000 -15%
BIM
184
Bullseye Investment Management
Ohio
$298K – – –
TSS
185
Two Sigma Securities
New York
$293K +$293K +5,588 New
APP
186
Avantax Planning Partners
Iowa
$278K +$18.8K +359 +7%
CAN
187
Cetera Advisor Networks
California
$274K +$5.45K +104 +2%
MIG
188
McGuire Investment Group
Rhode Island
$272K -$1.73K -33 -0.6%
SCM
189
SOL Capital Management
Maryland
$271K -$39K -745 -13%
MFGM
190
Marshall Financial Group (Maryland)
Maryland
$270K -$10.5K -200 -4%
WA
191
Winfield Associates
Ohio
$261K +$261K +4,984 New
AWS
192
Atria Wealth Solutions
New York
$253K +$253K +4,825 New
HSBC Holdings
193
HSBC Holdings
United Kingdom
$252K -$73.1K -1,382 -22%
WA
194
WBH Advisory
Maryland
$248K -$367K -7,551 -60%
CF
195
Centaurus Financial
California
$240K -$651K -12,416 -73%
DADC
196
D.A. Davidson & Co
Montana
$239K -$59.2K -1,129 -20%
PIA
197
Pinion Investment Advisors
Kansas
$238K +$238K +4,553 New
BTWM
198
Baker Tilly Wealth Management
Wisconsin
$237K – – –
PI
199
PEAK6 Investments
Illinois
$237K +$237K +4,519 New
IFWM
200
Institute for Wealth Management
Colorado
$234K – – –
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