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SPDR S&P Bank ETF
KBE

Overview Fund Activity

218 hedge funds and large institutions have $642M invested in SPDR S&P Bank ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-14
Holders Change %
-6.03%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
36
Increased
38
Reduced
87
Closed
46
Calls
$61.2M
Puts
$46.7M
Net Calls
+$14.5M
Net Calls Change
+$69.7M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$18.1M
2
Squarepoint
2
Squarepoint
New York
$13.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.01M
5
MFS
5
Mirabella Financial Services
United Kingdom
$6.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12M
3
Goldman Sachs
3
Goldman Sachs
New York
$176M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
201
Rise Advisors
New York
$4.22K -$2.58K -55 -38%
AIC
202
Archer Investment Corporation
Indiana
$4.22K +$47 +1 +1%
AEPWM
203
Atlantic Edge Private Wealth Management
Florida
$3.53K – – –
GFPC
204
Global Financial Private Client
Florida
$3.05K – – –
IGWM
205
ICA Group Wealth Management
Colorado
$2.59K – – –
William Blair & Company
206
William Blair & Company
Illinois
$2.36K -$65.8K -1,397 -97%
NECFA
207
New England Capital Financial Advisors
Connecticut
$2.33K -$9.75K -205 -81%
Toronto Dominion Bank
208
Toronto Dominion Bank
Ontario, Canada
$2.12K – – –
GJWM
209
Gilliland Jeter Wealth Management
Arkansas
$2.07K +$2.07K +44 New
TFA
210
Transamerica Financial Advisors
Florida
$2K – – –
ACA
211
Aptus Capital Advisors
Alabama
$1.88K +$1.88K +40 New
CA
212
Continuum Advisory
Idaho
$1.44K +$1.44K +30 New
Amundi
213
Amundi
France
$1.3K – – –
HWA
214
HHM Wealth Advisors
Tennessee
$1.04K – – –
CIAS
215
CBIZ Investment Advisory Services
Ohio
$471 +$471 +10 New
FCAS
216
First Command Advisory Services
Texas
$471 +$471 +10 New
NFSG
217
Newbridge Financial Services Group
Florida
$236 -$22.6K -478 -99%
Parallax Volatility Advisers
218
Parallax Volatility Advisers
California
$47 – – –
PA
219
Parallel Advisors
California
$19 -$19 – –
MIFH
220
Migdal Insurance & Financial Holdings
Israel
– -$35.9M -780,000 Closed
EPA
221
Element Pointe Advisors
Florida
– -$9.69M -210,465 Closed
GCP
222
Garda Capital Partners
Minnesota
– -$7.39M -160,520 Closed
CCMG
223
Clark Capital Management Group
Pennsylvania
– -$6.23M -135,479 Closed
AWM
224
Axxcess Wealth Management
California
– -$5.75M -124,898 Closed
PP
225
Prudential plc
United Kingdom
– -$3.53M -76,700 Closed
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