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State Street SPDR S&P Bank ETF

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.6% less ownership

Funds ownership: 51.85%49.25% (-2.6%)

5% less funds holding

Funds holding: 257243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HighMark Wealth Management
Minnesota
$114K +$713 +15 +0.6%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$112K
Franklin Resources
178
Franklin Resources
California
$112K
CF
179
Centaurus Financial
California
$110K -$109K -2,297 -48%
GWMI
180
Guardian Wealth Management (Illinois)
Illinois
$91K
OPW
181
Oxler Private Wealth
New York
$90.4K +$38K +800 New
GT
182
Glenmede Trust
Pennsylvania
$75K
FA
183
Flagstar Advisors
New York
$71.9K +$77.2K +1,624 New
UB
184
UMB Bank
Missouri
$69K -$37.1K -780 -33%
LDFR
185
Lehman & Derafelo Financial Resources
Pennsylvania
$68K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.3K
MWC
187
MBM Wealth Consultants
Missouri
$59K -$3.56K -75 -5%
PA
188
Parallel Advisors
California
$59K +$14.8K +311 +31%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$57.5K
CFB
190
Cullen/Frost Bankers
Texas
$49K
RA
191
Rise Advisors
New York
$49K +$333 +7 +0.6%
HNB
192
Huntington National Bank
Ohio
$43K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$42K -$8.46K -178 -16%
SSG
194
Summit Securities Group
New York
$40K
AA
195
AlphaMark Advisors
Kentucky
$39K -$475 -10 -1%
TSWM
196
Tyler-Stone Wealth Management
Ohio
$37K +$48 +1 +0.1%
BWA
197
BDO Wealth Advisors
Florida
$36K
WT
198
Washington Trust
Rhode Island
$34K
CMA
199
Cedar Mountain Advisors
Oregon
$33K +$95 +2 +0.3%
ME
200
McIlrath & Eck
Washington
$32K

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.