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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
176
Tyler-Stone Wealth Management
Ohio
$37K -$657 -14 -2%
NA
177
NewEdge Advisors
Louisiana
$36.8K +$19.1K +406 +4%
PA
178
Parallel Advisors
California
$36.1K -$24.7K -527 -40%
WT
179
Washington Trust
Rhode Island
$34.9K
CFGS
180
Concourse Financial Group Securities
Alabama
$33.9K +$9.39K +200 +36%
RIA
181
Realta Investment Advisors
Delaware
$32.2K
SWM
182
Sugarloaf Wealth Management
Georgia
$32K +$422 +9 +1%
ME
183
McIlrath & Eck
Washington
$28.1K -$5.02K -107 -15%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$25.9K -$249K -5,315 -90%
FWM
185
Focused Wealth Management
New York
$24.8K -$1.41K -30 -5%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$23.2K
TFA
187
Transamerica Financial Advisors
Florida
$23K -$1.5K -32 -6%
HNB
188
Huntington National Bank
Ohio
$22.6K
JAWM
189
J. Arnold Wealth Management
Ohio
$22.4K +$23.3K +496 New
CSC
190
Caldwell Sutter Capital
California
$21.4K +$22.3K +475 New
NFSG
191
Newbridge Financial Services Group
Florida
$21.1K +$188 +4 +0.9%
FHA
192
First Horizon Advisors
Tennessee
$20.8K +$235 +5 +1%
MWM
193
Mascoma Wealth Management
New Hampshire
$20.7K +$94 +2 +0.4%
WWMSC
194
Wagner Wealth Management (South Carolina)
South Carolina
$20.6K +$188 +4 +0.9%
CTC
195
Central Trust Company
Missouri
$19.1K
Franklin Resources
196
Franklin Resources
California
$18.8K -$98.9K -2,108 -83%
AWM
197
Angeles Wealth Management
California
$18.1K
PTC
198
Private Trust Company
Ohio
$18K
BBHC
199
Brown Brothers Harriman & Co
New York
$17.4K
CMA
200
Cedar Mountain Advisors
Oregon
$14.5K -$19.5K -416 -56%

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.