KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

258 hedge funds and large institutions have $2.61B invested in SPDR S&P Bank ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
5.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
48
Increased
93
Reduced
67
Closed
31
Calls
$64.2M
Puts
$200M
Net Calls
-$136M
Net Calls Change
+$12.4M

Top Buyers

1
Barclays
Barclays
United Kingdom
$52.1M
2
Goldman Sachs
Goldman Sachs
New York
$793M
3
DVM
Dreman Value Management
Florida
$41.4M
4
LMIM
Lockheed Martin Investment Management
Maryland
$45.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$148M
2
Northern Trust
Northern Trust
Illinois
$321K
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
4
TD Asset Management
TD Asset Management
Ontario, Canada
$0
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
201
Edmond de Rothschild Holding
Switzerland
$153K +$33.2K +693 +28%
AP
202
Advisors Preferred
Maryland
$143K +$118K +2,475 +480%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$110K – – –
FANJ
204
Financial Architects (New Jersey)
New Jersey
$105K – – –
IIC
205
Integrated Investment Consultants
Michigan
$98K +$98K +2,050 New
BCA
206
Bray Capital Advisors
Florida
$89K +$89K +1,868 New
TWA
207
TCI Wealth Advisors
Arizona
$87K – – –
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$75.8K – – –
IWM
209
IHT Wealth Management
Illinois
$74K +$10.8K +230 +17%
MA
210
MUFG Americas
New York
$62K – – –
SFM
211
Signet Financial Management
New Jersey
$53K +$53K +1,105 New
US Bancorp
212
US Bancorp
Minnesota
$52K +$37.6K +787 +262%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$45K +$45K +935 New
HWP
214
Hefty Wealth Partners
Indiana
$44K -$13.5K -281 -23%
PCG
215
Private Capital Group
Connecticut
$40K -$1.48M -30,504 -97%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40K – – –
BFEC
217
Benjamin F. Edwards & Company
Missouri
$36K -$163K -3,391 -82%
JIR
218
James Investment Research
Ohio
$36K – – –
PFP
219
Pinnacle Financial Partners
Tennessee
$36K +$36K +760 New
NCM
220
Nelson Capital Management
California
$33K – – –
EA
221
Edge Advisors
Georgia
$30K – – –
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
T2I
223
Turim 21 Investimentos
Brazil
$29K – – –
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$18.1K +387 +182%
LFG
225
LifePlan Financial Group
Ohio
$28K +$28K +577 New
7 8
9
10 11