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State Street SPDR S&P Bank ETF
KBE

212 hedge funds and large institutions have $621M invested in State Street SPDR S&P Bank ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2.89% more ownership

Funds ownership: 40.33% → 43.22% (+2.9%)

3% less capital invested

Capital invested by funds: $642M → $621M (-$21.6M)

3% less funds holding

Funds holding: 218 → 212 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

25% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 71

43% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $58.2M

Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
53
Reduced
71
Closed
29
Calls
$33.4M
Puts
$58.2M
Net Calls
-$24.8M
Net Calls Change
-$39.3M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$58.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$22.5M
3
KAS
Kestra Advisory Services
Texas
+$8.83M
4
Citigroup
Citigroup
New York
+$7.08M
5
KSCM
Key Square Capital Management
Connecticut
+$6.97M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
-$18.1M
2
Goldman Sachs
Goldman Sachs
New York
-$14.7M
3
Squarepoint
Squarepoint
New York
-$13.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$13M
5
Millennium Management
Millennium Management
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
176
Trust Company
Kansas
$16.5K – – –
CMA
177
Cedar Mountain Advisors
Oregon
$15.7K +$137 +3 +0.9%
RIA
178
Realta Investment Advisors
Delaware
$14.3K +$46 +1 +0.3%
CTC
179
Central Trust Company
Missouri
$13.9K -$5.6K -123 -29%
FCMT
180
Founders Capital Management (Texas)
Texas
$13.9K – – –
YDMI
181
Y.D. More Investments
Israel
$13.9K – – –
VCM
182
Viewpoint Capital Management
Washington
$12.8K – – –
WOSD
183
WFA of San Diego
California
$9.97K +$9.79K +215 New
Macquarie Group
184
Macquarie Group
Australia
$9.51K +$9.33K +205 New
AA
185
Addison Advisors
Vermont
$9.28K – – –
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$8.35K – – –
RFA
187
Register Financial Advisors
Georgia
$6.96K -$2.28K -50 -25%
CTA
188
Colonial Trust Advisors
South Carolina
$6.96K – – –
RMC
189
Resources Management Corp
Connecticut
$5K – – –
Jones Financial Companies
190
Jones Financial Companies
Missouri
$4.87K -$1.37K -30 -22%
CFD
191
Creative Financial Designs
Indiana
$4.64K – – –
HIA
192
Harbor Investment Advisory
Maryland
$4.64K +$4.55K +100 New
US Bancorp
193
US Bancorp
Minnesota
$4.41K – – –
RA
194
Rise Advisors
New York
$4.19K – – –
AIC
195
Archer Investment Corporation
Indiana
$4.18K – – –
GFPC
196
Global Financial Private Client
Florida
$3.06K – – –
VAG
197
VisionPoint Advisory Group
Texas
$2.5K -$2.55K -56 -51%
NECFA
198
New England Capital Financial Advisors
Connecticut
$2.31K +$46 +1 +2%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$2.09K – – –
GJWM
200
Gilliland Jeter Wealth Management
Arkansas
$2.04K – – –
6 7
8
9 10

KBE Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q2 2024, worth a combined $621M — down 3.4% from $642M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of KBE and 26 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 53 added.

The largest buyer was AssetMark Inc, adding an estimated $58.1M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $18.1M sold.

  • 212 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q2 2024, down from 218 in Q1 2024.
  • Funds reported $621M of State Street SPDR S&P Bank ETF stock for Q2 2024, down 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Bank ETF positions in Q2 2024 and 29 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q2 2024 was AssetMark Inc, an estimated $58.1M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q2 2024 was Flagship Harbor Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2024.