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State Street SPDR S&P Bank ETF

201 hedge funds and large institutions have $552M invested in State Street SPDR S&P Bank ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 210201 (-9)

9.06% less ownership

Funds ownership: 58.09%49.04% (-9.1%)

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

30% less capital invested

Capital invested by funds: $786M → $552M (-$234M)

31% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $91.4M

50% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 82

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
82
Closed
32
Calls
$62.6M
Puts
$91.4M
Net Calls
-$28.8M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Private Trust Company
Ohio
$14.7K
CMA
177
Cedar Mountain Advisors
Oregon
$12.2K +$117 +3 +0.9%
FCMT
178
Founders Capital Management (Texas)
Texas
$11.1K
YDMI
179
Y.D. More Investments
Israel
$11.1K
RIA
180
Realta Investment Advisors
Delaware
$10.9K
PWMG
181
Provence Wealth Management Group
California
$10.4K +$11K +283 New
VCM
182
Viewpoint Capital Management
Washington
$10.1K
AAP
183
Arax Advisory Partners
Colorado
$9.93K +$78 +2 +0.7%
NECFA
184
New England Capital Financial Advisors
Connecticut
$9.3K +$78 +2 +0.8%
WOSD
185
WFA of San Diego
California
$7.92K
BBHC
186
Brown Brothers Harriman & Co
New York
$7.74K -$6.82K -175 -45%
AA
187
Addison Advisors
Vermont
$7.37K
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$7.37K
HCP
189
Hexagon Capital Partners
Arkansas
$4.24K
RMC
190
Resources Management Corp
Connecticut
$4K
CFD
191
Creative Financial Designs
Indiana
$3.69K
US Bancorp
192
US Bancorp
Minnesota
$3.5K
AIC
193
Archer Investment Corporation
Indiana
$3.25K +$3.43K +88 New
AWM
194
Avior Wealth Management
Nebraska
$2.76K
GFPC
195
Global Financial Private Client
Florida
$2.38K
CAS
196
Coppell Advisory Solutions
Texas
$2.26K +$740 +19 +61%
TFA
197
Transamerica Financial Advisors
Florida
$2K -$21.4K -550 -94%
WAS
198
Winch Advisory Services
Wisconsin
$2K
WTC
199
WhitTier Trust Company
Nevada
$1.58K +$1.68K +43 New
Amundi
200
Amundi
France
$1.08K

KBE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2023, worth a combined $552M — down 30% from $786M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of KBE and 24 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 41 added.

The largest buyer was Two Sigma Investments, adding an estimated $11.5M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $87.1M sold.

  • 201 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2023, down from 210 in Q2 2023.
  • Funds reported $552M of State Street SPDR S&P Bank ETF stock for Q3 2023, down 30% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2023 and 32 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2023 was Two Sigma Investments, an estimated $11.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2023 was Migdal Insurance & Financial Holdings, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.