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SPDR S&P Bank ETF
KBE

Overview Fund Activity

170 hedge funds and large institutions have $535M invested in SPDR S&P Bank ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-49
Holders Change %
-22.37%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
42
Reduced
64
Closed
77
Calls
$39.8M
Puts
$113M
Net Calls
-$73.2M
Net Calls Change
+$152M

Top Buyers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$48M
2
Barclays
2
Barclays
United Kingdom
$25.8M
3
Citigroup
3
Citigroup
New York
$25.2M
4
Bank of America
4
Bank of America
North Carolina
$67.3M
5
CS
5
Credit Suisse
Switzerland
$8.43M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$107M
3
JCM
3
Janney Capital Management
Pennsylvania
$0
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
201
Venturi Wealth Management
Texas
– -$473K -10,000 Closed
VC
202
Veracity Capital
Georgia
– -$435K -9,203 Closed
WAS
203
WESPAC Advisors SoCal
California
– -$434K -9,175 Closed
Creative Planning
204
Creative Planning
Kansas
– -$432K -9,134 Closed
FMWA
205
Forvis Mazars Wealth Advisors
Missouri
– -$430K -9,090 Closed
CC
206
Claybrook Capital
Massachusetts
– -$406K -8,760 Closed
CT
207
Cambridge Trust
Massachusetts
– -$396K -8,370 Closed
RW
208
RVW Wealth
California
– -$375K -7,924 Closed
PPA
209
Parametric Portfolio Associates
Washington
– -$363K -7,675 Closed
IAA
210
Independent Advisor Alliance
North Carolina
– -$337K -7,143 Closed
FAM
211
Formidable Asset Management
Ohio
– -$324K -7,000 Closed
PAG
212
Private Advisor Group
New Jersey
– -$331K -6,994 Closed
BPC
213
Banque Pictet & Cie
Switzerland
– -$326K -6,900 Closed
CFG
214
Cooper Financial Group
California
– -$325K -6,874 Closed
LCS
215
Levin Capital Strategies
New York
– -$312K -6,600 Closed
HCA
216
Heck Capital Advisors
Wisconsin
– -$309K -6,529 Closed
AWM
217
Avitas Wealth Management
California
– -$308K -6,504 Closed
Northern Trust
218
Northern Trust
Illinois
– -$300K -6,333 Closed
OIA
219
OneDigital Investment Advisors
Kansas
– -$288K -6,085 Closed
CCP
220
Corient Capital Partners
California
– -$283K -5,983 Closed
LP
221
LGL Partners
Pennsylvania
– -$257K -5,428 Closed
BHB
222
Bank Hapoalim BM
Israel
– -$256K -5,421 Closed
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
– -$255K -5,399 Closed
CA
224
Cetera Advisors
Colorado
– -$251K -5,330 Closed
MIG
225
McGuire Investment Group
Rhode Island
– -$247K -5,228 Closed
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