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State Street SPDR S&P Bank ETF

279 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.6% less ownership

Funds ownership: 52.46%48.86% (-3.6%)

11% less capital invested

Capital invested by funds: $1.68B → $1.5B (-$176M)

68% less call options, than puts

Call options by funds: $143M | Put options by funds: $448M

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
88
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$213K +$216K +3,898 New
NB
202
NBT Bank
New York
$212K -$831 -15 -0.4%
C
203
Certuity
Florida
$212K +$1.39K +25 +0.6%
SWM
204
Spire Wealth Management
Virginia
$211K +$184K +3,328 +613%
PPW
205
Pinnacle Private Wealth
Massachusetts
$203K +$207K +3,728 New
AWA
206
Amplius Wealth Advisors
Pennsylvania
$196K +$200K +3,610 New
HI
207
Harbour Investments
Wisconsin
$191K -$6.71K -121 -3%
PA
208
Parallel Advisors
California
$183K +$11.3K +204 +6%
SC
209
SouthState Corp
Florida
$172K -$34.4K -621 -16%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$151K -$1.5K -27 -1%
GC
211
Garde Capital
Washington
$150K +$152K +2,750 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$144K
HWM
213
HighMark Wealth Management
Minnesota
$137K +$139K +2,517 New
EVM
214
Eaton Vance Management
Massachusetts
$136K
TWA
215
TCI Wealth Advisors
Arizona
$135K
BAM
216
Belpointe Asset Management
Nevada
$132K -$12.9K -233 -9%
UB
217
UMB Bank
Missouri
$128K +$130K +2,340 New
BW
218
Bison Wealth
Georgia
$120K
GWMI
219
Guardian Wealth Management (Illinois)
Illinois
$112K +$114K +2,057 New
QCG
220
Quadrant Capital Group
Ohio
$98K -$166K -2,997 -63%
GT
221
Glenmede Trust
Pennsylvania
$92K
MWC
222
MBM Wealth Consultants
Missouri
$90K -$23.4K -423 -20%
RFWA
223
RPg Family Wealth Advisory
Massachusetts
$86.4K
CA
224
Cornerstone Advisory
Maryland
$85K +$86K +1,551 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$82K

KBE Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2021, worth a combined $1.5B — down 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KBE positions and 36 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $15M. The largest seller was Citigroup, cutting an estimated $78.4M.

  • 279 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $1.5B of State Street SPDR S&P Bank ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2021 and 36 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2021 was Partners Capital Investment Group, an estimated $15M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2021 was Citigroup, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2021.