KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

218 hedge funds and large institutions have $642M invested in SPDR S&P Bank ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
36
Increased
38
Reduced
87
Closed
46
Calls
$61.2M
Puts
$46.7M
Net Calls
+$14.5M
Net Calls Change
+$69.7M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$18.1M
2
Squarepoint
2
Squarepoint
New York
$13.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.01M
5
MFS
5
Mirabella Financial Services
United Kingdom
$6.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M
3
Goldman Sachs
3
Goldman Sachs
New York
$176M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Ancora Advisors
Ohio
$18.8K – – –
PTC
177
Private Trust Company
Ohio
$18.8K – – –
PFA
178
Pathway Financial Advisers
Indiana
$18.7K -$43.5K -922 -70%
SWM
179
Sugarloaf Wealth Management
Georgia
$16.9K -$16.7K -355 -50%
TC
180
Trust Company
Kansas
$16.8K +$16.8K +356 New
CMA
181
Cedar Mountain Advisors
Oregon
$15.8K +$94 +2 +0.6%
RIA
182
Realta Investment Advisors
Delaware
$14.4K +$14.4K +307 New
FCMT
183
Founders Capital Management (Texas)
Texas
$14.1K – – –
YDMI
184
Y.D. More Investments
Israel
$14.1K – – –
VCM
185
Viewpoint Capital Management
Washington
$13K – – –
AAP
186
Arax Advisory Partners
Colorado
$12.9K +$94 +2 +0.7%
BBHC
187
Brown Brothers Harriman & Co
New York
$9.89K – – –
AA
188
Addison Advisors
Vermont
$9.42K – – –
RFA
189
Register Financial Advisors
Georgia
$9.42K – – –
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$8.48K – – –
PS
191
Principal Securities
Iowa
$7.91K -$2.08M -44,249 -100%
CTA
192
Colonial Trust Advisors
South Carolina
$7.07K +$7.07K +150 New
Jones Financial Companies
193
Jones Financial Companies
Missouri
$6.36K +$6.36K +135 New
HCP
194
Hexagon Capital Partners
Arkansas
$5.42K – – –
VAG
195
VisionPoint Advisory Group
Texas
$5.18K -$942 -20 -15%
RMC
196
Resources Management Corp
Connecticut
$5K – – –
MG
197
Mather Group
Illinois
$4.88K +$4.88K +106 New
CFD
198
Creative Financial Designs
Indiana
$4.71K – – –
AssetMark Inc
199
AssetMark Inc
California
$4.71K – – –
US Bancorp
200
US Bancorp
Minnesota
$4.48K – – –
6 7
8
9 10