KBE icon

SPDR S&P Bank ETF
KBE

Overview Fund Activity

278 hedge funds and large institutions have $1.5B invested in SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 36 closing their positions.

Holders
278
Holders Change
+17
Holders Change %
+6.51%
% 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
87
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M

Top Buyers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$14.8M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$10.4M
3
CCC
3
Crescent Capital Consulting
Louisiana
$10.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.51M

Top Sellers

1
Citigroup
1
Citigroup
New York
$76.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
Goldman Sachs
3
Goldman Sachs
New York
$216M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
201
NBT Bank
New York
$212K 3,892 -15 -0.4%
C
202
Certuity
Florida
$212K 3,879 +25 +0.6%
SWM
203
Spire Wealth Management
Virginia
$211K 3,871 +3,328 +613%
PPW
204
Pinnacle Private Wealth
Massachusetts
$203K 3,728 +3,728 New
AWA
205
Amplius Wealth Advisors
Pennsylvania
$196K 3,610 +3,610 New
HI
206
Harbour Investments
Wisconsin
$191K 3,502 -121 -3%
PA
207
Parallel Advisors
California
$183K 3,351 +204 +6%
SC
208
SouthState Corp
Florida
$172K 3,145 -621 -16%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$151K 2,768 -27 -1%
GC
210
Garde Capital
Washington
$150K 2,750 +2,750 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$144K 2,639 – –
HWM
212
HighMark Wealth Management
Minnesota
$137K 2,517 +2,517 New
EVM
213
Eaton Vance Management
Massachusetts
$136K 2,500 – –
TWA
214
TCI Wealth Advisors
Arizona
$135K 2,475 – –
BAM
215
Belpointe Asset Management
Nevada
$132K 2,408 -233 -9%
UB
216
UMB Bank
Missouri
$128K 2,340 +2,340 New
BW
217
Bison Wealth
Georgia
$120K 2,196 – –
GWM
218
Guardian Wealth Management
Illinois
$112K 2,057 +2,057 New
QCG
219
Quadrant Capital Group
Ohio
$98K 1,795 -2,997 -63%
GT
220
Glenmede Trust
Pennsylvania
$92K 1,700 – –
MWC
221
MBM Wealth Consultants
Missouri
$90K 1,649 -423 -20%
RFWA
222
RPg Family Wealth Advisory
Massachusetts
$86.4K 1,583 – –
CA
223
Cornerstone Advisory
Maryland
$85K 1,551 +1,551 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$82K 1,500 – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$76K 1,389 +1,389 New
7 8
9
10 11