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SPDR S&P Bank ETF
KBE

Overview Fund Activity

256 hedge funds and large institutions have $1.09B invested in SPDR S&P Bank ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-42
Holders Change %
-14.09%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
68
Reduced
92
Closed
63
Calls
$26.6M
Puts
$74.4M
Net Calls
-$47.8M
Net Calls Change
+$54.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
2
IUHSA
Itau Unibanco Holding S.A.
Brazil
$24.7M
3
Citigroup
Citigroup
New York
$43.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$12.8M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$6.18M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
Morgan Stanley
Morgan Stanley
New York
$90.6M
3
PCIG
Partners Capital Investment Group
Massachusetts
$0
4
BFG
Bouchey Financial Group
New York
$0
5
CA
CoreCap Advisors
Michigan
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
201
Tyler-Stone Wealth Management
Ohio
$36K +$44 +1 +0.1%
WT
202
Washington Trust
Rhode Island
$34K – – –
ME
203
McIlrath & Eck
Washington
$32K -$11K -250 -26%
CMA
204
Cedar Mountain Advisors
Oregon
$32K +$87 +2 +0.3%
SWM
205
Sugarloaf Wealth Management
Georgia
$31K +$133 +3 +0.4%
QCG
206
Quadrant Capital Group
Ohio
$28K – – –
MWM
207
Mascoma Wealth Management
New Hampshire
$26K -$16.5K -373 -39%
FWM
208
Focused Wealth Management
New York
$25K +$1.34K +31 +6%
CFGS
209
Concourse Financial Group Securities
Alabama
$24K +$6.55K +150 +38%
TFA
210
Transamerica Financial Advisors
Florida
$24K +$24K +539 New
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$23K – – –
WWM
212
Wagner Wealth Management
South Carolina
$20K -$19.7K -442 -50%
NFSG
213
Newbridge Financial Services Group
Florida
$20K – – –
APA
214
American Portfolios Advisors
New York
$19.9K +$44 +1 +0.2%
CTC
215
Central Trust Company
Missouri
$19K – – –
FHA
216
First Horizon Advisors
Tennessee
$19K +$4.29K +102 +29%
AWM
217
Angeles Wealth Management
California
$18K – – –
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$18K +$2.25K +50 +14%
PTC
219
Private Trust Company
Ohio
$18K +$18K +400 New
JPLA
220
Joseph P. Lucia & Associates
New York
$15K – – –
HI
221
Hudock Inc
Pennsylvania
$14K – – –
IAMOG
222
Investors Asset Management of Georgia
Georgia
$13K +$13K +300 New
TSW
223
Thompson Siegel & Walmsley
Virginia
$12K – – –
VCM
224
Viewpoint Capital Management
Washington
$12K – – –
AA
225
Ancora Advisors
Ohio
$11K – – –
7 8
9
10 11