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SPDR S&P Bank ETF
KBE

Overview Fund Activity

243 hedge funds and large institutions have $2.41B invested in SPDR S&P Bank ETF in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+37
Holders Change %
+17.96%
% of All Funds
5.52%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
59
Increased
82
Reduced
60
Closed
19
Calls
$81.8M
Puts
$230M
Net Calls
-$148M
Net Calls Change
-$56.4M

Top Buyers

1
ACI
AMP Capital Investors
Australia
$341M
2
EC
EJF Capital
Virginia
$56.8M
3
Morgan Stanley
Morgan Stanley
New York
$174M
4
Goldman Sachs
Goldman Sachs
New York
$739M
5
Bank of America
Bank of America
North Carolina
$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$5.47M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
SAM
Symphony Asset Management
California
$0
4
UBS Group
UBS Group
Switzerland
$61.6M
5
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
201
Nelson Capital Management
California
$33K – – –
WB
202
Webster Bank
Connecticut
$31K +$31K +663 New
EA
203
Edge Advisors
Georgia
$30K – – –
T2I
204
Turim 21 Investimentos
Brazil
$28K – – –
LNB
205
Ledyard National Bank
$28K – – –
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$28K +600 New
SFSIG
207
San Francisco Sentry Investment Group
California
$26K -$16.5K -350 -39%
RFM
208
Royal Fund Management
Florida
$25K +$25K +529 New
BBHC
209
Brown Brothers Harriman & Co
New York
$24K – – –
Bessemer Group
210
Bessemer Group
New Jersey
$24K – – –
OC
211
Oakworth Capital
Alabama
$24K – – –
AP
212
Advisors Preferred
Maryland
$24K +$21.9K +470 +1,022%
SBL
213
Sargent Bickham Lagudis
Colorado
$23K – – –
WWM
214
Wagner Wealth Management
South Carolina
$20K +$20K +401 New
EWM
215
Edge Wealth Management
New York
$19K – – –
CAC
216
Certified Advisory Corp
Florida
$18K +$18K +392 New
AIS
217
Accurate Investment Solutions
Pennsylvania
$17K +$46 +1 +0.3%
AIM
218
Advantage Investment Management
Iowa
$17K +$5.76K +125 +51%
CA
219
Calton & Associates
Florida
$15K +$15K +302 New
CTC
220
Central Trust Company
Missouri
$14K – – –
US Bancorp
221
US Bancorp
Minnesota
$14K +$14K +300 New
GWM
222
Geneos Wealth Management
Colorado
$13K -$11.4K -245 -47%
PG
223
Patten Group
Tennessee
$10K – – –
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$47 +1 +0.5%
RPC
225
Rossmore Private Capital
Connecticut
$9.75K +$9.75K +206 New
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