We are live on ! Find out more
KBE icon

State Street SPDR S&P Bank ETF
KBE

243 hedge funds and large institutions have $951M invested in State Street SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.6% less ownership

Funds ownership: 51.85% → 49.25% (-2.6%)

5% less funds holding

Funds holding: 257 → 243 (-14)

13% less capital invested

Capital invested by funds: $1.1B → $951M (-$145M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

67% less call options, than puts

Call options by funds: $47M | Put options by funds: $144M

Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M

Top Buyers

Rank Fund Capital Flow
1
BHB
Bank Hapoalim BM
Israel
+$17.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$8.85M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.74M
5
UBS Group
UBS Group
Switzerland
+$5.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$69.4M
2
Citigroup
Citigroup
New York
-$30.8M
3
MIH
Meitav Investment House
Israel
-$15.6M
4
Bank of America
Bank of America
North Carolina
-$15.3M
5
Morgan Stanley
Morgan Stanley
New York
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Sugarloaf Wealth Management
Georgia
$32K +$95 +2 +0.3%
RIA
202
Realta Investment Advisors
Delaware
$32K +$33.9K +714 New
QCG
203
Quadrant Capital Group
Ohio
$28K – – –
FWM
204
Focused Wealth Management
New York
$26K +$48 +1 +0.2%
TFA
205
Transamerica Financial Advisors
Florida
$24K -$333 -7 -1%
CFGS
206
Concourse Financial Group Securities
Alabama
$24K – – –
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$23K – – –
NFSG
208
Newbridge Financial Services Group
Florida
$21K +$143 +3 +0.7%
MWM
209
Mascoma Wealth Management
New Hampshire
$20K -$6.18K -130 -22%
FHA
210
First Horizon Advisors
Tennessee
$20K +$143 +3 +0.7%
WWMSC
211
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$143 +3 +0.7%
CTC
212
Central Trust Company
Missouri
$19K – – –
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$19K +$1.9K +40 +10%
AWM
214
Angeles Wealth Management
California
$18K – – –
PTC
215
Private Trust Company
Ohio
$18K – – –
AWM
216
Activest Wealth Management
Florida
$18K +$19K +400 New
BBHC
217
Brown Brothers Harriman & Co
New York
$17K -$123K -2,585 -87%
HI
218
Hudock Inc
Pennsylvania
$14K – – –
IAMOG
219
Investors Asset Management of Georgia
Georgia
$13K – – –
VCM
220
Viewpoint Capital Management
Washington
$12K – – –
AAP
221
Arax Advisory Partners
Colorado
$12K +$48 +1 +0.4%
APA
222
American Portfolios Advisors
New York
$11.3K -$9.41K -198 -44%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
DI
224
Disciplined Investments
Oklahoma
$10K +$48 +1 +0.5%
AA
225
Addison Advisors
Vermont
$9K – – –
7 8
9
10 11

KBE Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2022, worth a combined $951M — down 13% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KBE and 25 opened new positions — a net loss of 11 holders — while 82 trimmed existing stakes and 65 added.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $69.4M.

  • 243 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2022, down from 257 in Q2 2022.
  • Funds reported $951M of State Street SPDR S&P Bank ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2022 and 36 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2022 was Bank Hapoalim BM, an estimated $17.8M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2022 was JP Morgan Chase, an estimated $69.4M sold.

Based on aggregated 13F filings for Q3 2022.