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SPDR S&P Bank ETF
KBE

Overview Fund Activity

232 hedge funds and large institutions have $1,000M invested in SPDR S&P Bank ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
232
Holders Change
+31
Holders Change %
+15.42%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
61
Increased
59
Reduced
64
Closed
26
Calls
$76.2M
Puts
$131M
Net Calls
-$55.3M
Net Calls Change
-$26.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$35.9M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$13.8M
5
Millennium Management
5
Millennium Management
New York
$13M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.61M
2
IUHSA
2
Itau Unibanco Holding S.A.
Brazil
$265K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.11M
5
CF
5
Clarity Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$78.2K 1,700 – –
TWC
177
TD Waterhouse Canada
Ontario, Canada
$78K 1,610 +345 +27%
William Blair & Company
178
William Blair & Company
Illinois
$66.6K 1,447 – –
PFA
179
Pathway Financial Advisers
Indiana
$60.7K 1,318 +6 +0.5%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$59K 1,292 +333 +35%
NS
181
NBC Securities
Alabama
$57K 1,253 – –
CFB
182
Cullen/Frost Bankers
Texas
$56.7K 1,233 – –
AAG
183
Armstrong Advisory Group
Massachusetts
$43.2K 938 – –
GWM
184
Guardian Wealth Management
Illinois
$39.3K 854 -1,158 -58%
GRP
185
Global Retirement Partners
California
$37.5K 850 – –
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5K 815 – –
WT
187
Washington Trust
Rhode Island
$35.5K 772 – –
SWM
188
Sugarloaf Wealth Management
Georgia
$32.9K 715 -4 -0.6%
ME
189
McIlrath & Eck
Washington
$28.7K 623 – –
SAG
190
Spotlight Asset Group
Illinois
$25.8K 700 – –
FWM
191
Focused Wealth Management
New York
$25.4K 551 +1 +0.2%
TSWM
192
Tyler-Stone Wealth Management
Ohio
$24.9K 541 -168 -24%
VNA
193
Valley National Advisers
Pennsylvania
$24K 528 +528 New
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$23.7K 514 – –
CSC
195
Caldwell Sutter Capital
California
$22.2K 483 +3 +0.6%
NFSG
196
Newbridge Financial Services Group
Florida
$22.2K 483 +3 +0.6%
LA
197
LM Advisors
California
$20K 435 +435 New
CTC
198
Central Trust Company
Missouri
$19.5K 423 – –
AA
199
Ancora Advisors
Ohio
$18.4K 400 -500 -56%
PTC
200
Private Trust Company
Ohio
$18.4K 400 – –
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8
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