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SPDR S&P Bank ETF
KBE

Overview Fund Activity

242 hedge funds and large institutions have $948M invested in 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
Holders
242
Holders Change
-14
Holders Change %
-5.47%
% of All Funds
4.18%
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

1
BHB
Bank Hapoalim BM
Israel
$16.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$17.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
$8.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M
5
UBS Group
UBS Group
Switzerland
$38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
Citigroup
Citigroup
New York
$14.9M
3
MIH
Meitav Investment House
Israel
$24.5M
4
Bank of America
Bank of America
North Carolina
$78.7M
5
Morgan Stanley
Morgan Stanley
New York
$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
201
Realta Investment Advisors
Delaware
$32K +$32K +714 New
QCG
202
Quadrant Capital Group
Ohio
$28K – – –
FWM
203
Focused Wealth Management
New York
$26K +$45 +1 +0.2%
TFA
204
Transamerica Financial Advisors
Florida
$24K -$316 -7 -1%
CFGS
205
Concourse Financial Group Securities
Alabama
$24K – – –
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$23K – – –
NFSG
207
Newbridge Financial Services Group
Florida
$21K +$136 +3 +0.7%
MWM
208
Mascoma Wealth Management
New Hampshire
$20K -$5.69K -130 -22%
FHA
209
First Horizon Advisors
Tennessee
$20K +$132 +3 +0.7%
WWM
210
Wagner Wealth Management
South Carolina
$20K +$133 +3 +0.7%
CTC
211
Central Trust Company
Missouri
$19K – – –
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$19K +$1.73K +40 +10%
AWM
213
Angeles Wealth Management
California
$18K – – –
PTC
214
Private Trust Company
Ohio
$18K – – –
AWM
215
Activest Wealth Management
Florida
$18K +$18K +400 New
BBHC
216
Brown Brothers Harriman & Co
New York
$17K -$114K -2,585 -87%
HI
217
Hudock Inc
Pennsylvania
$14K – – –
IAMOG
218
Investors Asset Management of Georgia
Georgia
$13K – – –
VCM
219
Viewpoint Capital Management
Washington
$12K – – –
AAP
220
Arax Advisory Partners
Colorado
$12K +$46 +1 +0.4%
APA
221
American Portfolios Advisors
New York
$11.3K -$8.76K -198 -44%
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
DI
223
Disciplined Investments
Oklahoma
$10K +$46 +1 +0.5%
SBL
224
Sargent Bickham Lagudis
Colorado
$9K – – –
AA
225
Addison Advisors
Vermont
$9K – – –
7 8
9
10 11