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SPDR S&P Bank ETF
KBE

Overview Fund Activity

210 hedge funds and large institutions have $786M invested in SPDR S&P Bank ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
48
Reduced
74
Closed
39
Calls
$97.8M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$77.9M

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$87.1M
2
Citigroup
Citigroup
New York
$90.1M
3
Goldman Sachs
Goldman Sachs
New York
$217M
4
Barclays
Barclays
United Kingdom
$14.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M

Top Sellers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
SCM
Segantii Capital Management
Hong Kong
$0
4
Bank of America
Bank of America
North Carolina
$30.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$2.7K +$900 +25 +50%
GFPC
202
Global Financial Private Client
Florida
$2.42K – – –
WAS
203
Winch Advisory Services
Wisconsin
$2K +$2K +50 New
IGWM
204
ICA Group Wealth Management
Colorado
$1.98K – – –
AIM
205
Anchor Investment Management
South Carolina
$1.8K – – –
CAS
206
Coppell Advisory Solutions
Texas
$1.12K +$1.12K +31 New
Amundi
207
Amundi
France
$1.1K -$2.02K -55 -65%
AF
208
Allworth Financial
California
$1.08K -$5.22K -145 -83%
HWA
209
HHM Wealth Advisors
Tennessee
$792 +$792 +22 New
ACA
210
Aptus Capital Advisors
Alabama
$396 +$396 +11 New
PA
211
Parallel Advisors
California
$15 -$29.7K -800 Closed
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
– -$29.3M -791,345 Closed
Marshall Wace
213
Marshall Wace
United Kingdom
– -$18.3M -494,469 Closed
SCM
214
Segantii Capital Management
Hong Kong
– -$12.6M -340,000 Closed
Balyasny Asset Management
215
Balyasny Asset Management
Illinois
– -$10.3M -277,245 Closed
D.E. Shaw & Co
216
D.E. Shaw & Co
New York
– -$5.32M -143,500 Closed
MS
217
Maven Securities
Jersey
– -$1.39M -37,476 Closed
MHS
218
M Holdings Securities
Oregon
– -$1.28M -34,452 Closed
HCS
219
Himension Capital (Singapore)
Singapore
– -$956K -25,800 Closed
GCP
220
GSA Capital Partners
United Kingdom
– -$671K -18,100 Closed
SS
221
Simplicity Solutions
Minnesota
– -$443K -11,962 Closed
Bank of New York Mellon
222
Bank of New York Mellon
New York
– -$413K -11,151 Closed
Prudential Financial
223
Prudential Financial
New Jersey
– -$400K -10,803 Closed
FWP
224
Falcon Wealth Planning
California
– -$395K -10,667 Closed
AFM
225
Abbot Financial Management
Massachusetts
– -$338K -9,113 Closed
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