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SPDR S&P Bank ETF
KBE

Overview Fund Activity

298 hedge funds and large institutions have $1.3B invested in SPDR S&P Bank ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+20
Holders Change %
+7.19%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
64
Increased
95
Reduced
76
Closed
41
Calls
$46.4M
Puts
$148M
Net Calls
-$102M
Net Calls Change
+$203M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$104M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.1M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$12.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.4M
5
MIH
Meitav Investment House
Israel
$46.2M

Top Sellers

1
EDRH
Edmond de Rothschild Holding
Switzerland
$113K
2
CWM
Congress Wealth Management
Massachusetts
$465K
3
Citigroup
Citigroup
New York
$36.6M
4
Morgan Stanley
Morgan Stanley
New York
$147M
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
201
Baltimore-Washington Financial Advisors
Maryland
$232K +$232K +1,625 New
WWM
202
Western Wealth Management
Colorado
$230K +$230K +4,376 New
TFCP
203
Twin Focus Capital Partners
Massachusetts
$228K – – –
BRWA
204
B. Riley Wealth Advisors
Florida
$226K +$226K +4,310 New
ARC
205
Advisor Resource Council
Texas
$219K -$4.36M -83,298 -95%
SC
206
Scotia Capital
Ontario, Canada
$217K +$217K +4,145 New
HPC
207
HM Payson & Co
Maine
$214K +$5.22K +100 +3%
JIR
208
James Investment Research
Ohio
$210K – – –
DJYG
209
David J. Yvars Group
Florida
$208K +$680 +13 +0.3%
GIA
210
Gladstone Institutional Advisory
Florida
$207K +$207K +3,960 New
C
211
Certuity
Florida
$204K +$1.31K +25 +0.6%
SWM
212
Spire Wealth Management
Virginia
$203K – – –
NB
213
NBT Bank
New York
$203K – – –
DC
214
Davenport & Co
Virginia
$202K +$202K +3,850 New
Allianz Asset Management
215
Allianz Asset Management
Germany
$182K +$182K +3,480 New
SC
216
SouthState Corp
Florida
$165K – – –
PA
217
Parallel Advisors
California
$162K -$17.2K -322 -10%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$161K +$15.8K +302 +11%
OFG
219
Oxford Financial Group
Indiana
$157K +$157K +3,000 New
S
220
SignatureFD
Georgia
$157K +$157K +3,000 New
BBHC
221
Brown Brothers Harriman & Co
New York
$155K – – –
GC
222
Garde Capital
Washington
$144K – – –
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$138K – – –
TWA
224
TCI Wealth Advisors
Arizona
$136K +$7.03K +135 +5%
HWM
225
HighMark Wealth Management
Minnesota
$133K +$840 +16 +0.6%
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