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State Street SPDR S&P Bank ETF

230 hedge funds and large institutions have $942M invested in State Street SPDR S&P Bank ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.64% more ownership

Funds ownership: 49.25%54.89% (+5.6%)

1% less capital invested

Capital invested by funds: $951M → $942M (-$8.82M)

5% less funds holding

Funds holding: 243230 (-13)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

80% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $248M

Holders
230
Holders Change
-13
Holders Change %
-5.35%
% of All Funds
3.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
86
Closed
40
Calls
$50.6M
Puts
$248M
Net Calls
-$197M
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
201
Founders Capital Management (Texas)
Texas
$14K +$14.1K +300 New
VCM
202
Viewpoint Capital Management
Washington
$12.4K
CAL
203
Capital Analysts LLC
Pennsylvania
$12K +$12.9K +274 New
AAP
204
Arax Advisory Partners
Colorado
$11.9K +$141 +3 +1%
DI
205
Disciplined Investments
Oklahoma
$9.94K +$94 +2 +0.9%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$9.93K
AWM
207
Avior Wealth Management
Nebraska
$9.93K +$939 +20 +10%
WOSD
208
WFA of San Diego
California
$9.71K +$10.1K +215 New
SBL
209
Sargent Bickham Lagudis
Colorado
$9.39K
BBPWM
210
Blue Bell Private Wealth Management
Pennsylvania
$9.03K -$11.3K -240 -55%
AA
211
Addison Advisors
Vermont
$9.03K
AF
212
Allworth Financial
California
$7.9K
TSW
213
Thompson Siegel & Walmsley
Virginia
$7K
BFO
214
Biltmore Family Office
North Carolina
$6.77K
AWM
215
Accurate Wealth Management
Florida
$6.34K +$6.43K +137 New
UIA
216
Ulland Investment Advisors
Minnesota
$6K
Barclays
217
Barclays
United Kingdom
$5.46K
RMC
218
Resources Management Corp
Connecticut
$5K
CFD
219
Creative Financial Designs
Indiana
$4.51K
US Bancorp
220
US Bancorp
Minnesota
$4.29K
HWMA
221
Heritage Wealth Management (Arizona)
Arizona
$4.06K +$2.11K +45 +100%
MWC
222
MBM Wealth Consultants
Missouri
$4K -$57.6K -1,228 -94%
Amundi
223
Amundi
France
$3.97K
BWA
224
BDO Wealth Advisors
Florida
$3.39K -$35K -745 -91%
GFPC
225
Global Financial Private Client
Florida
$2.98K

KBE Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2022, worth a combined $942M — down 0.93% from $951M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBE and 30 opened new positions — a net loss of 10 holders — while 86 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $72.5M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 230 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2022, down from 243 in Q3 2022.
  • Funds reported $942M of State Street SPDR S&P Bank ETF stock for Q4 2022, down 0.93% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2022 and 40 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2022 was Citigroup, an estimated $72.5M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2022.