KBE icon

State Street SPDR S&P Bank ETF

248 hedge funds and large institutions have $961M invested in State Street SPDR S&P Bank ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

6% less funds holding

Funds holding: 264248 (-16)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

95% less call options, than puts

Call options by funds: $51.1M | Put options by funds: $1.07B

Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$51.1M
Puts
$1.07B
Net Calls
Net Calls Change

Top Buyers

1 +$59.7M
2 +$23.9M
3 +$20.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$19.8M
5
Citigroup
Citigroup
New York
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$58K
AAG
202
Armstrong Advisory Group
Massachusetts
$55.9K
LBC
203
Lowe Brockenbrough & Co
Virginia
$50.6K
S
204
SignatureFD
Georgia
$40.5K
ME
205
McIlrath & Eck
Washington
$37.1K
NSIM
206
North Star Investment Management
Illinois
$34.3K
VNA
207
Valley National Advisers
Pennsylvania
$31K
CSC
208
Caldwell Sutter Capital
California
$30.5K
MMG
209
Monetary Management Group
Missouri
$29.8K
CIAS
210
Capital Investment Advisory Services
North Carolina
$29.8K
WWMSC
211
Wagner Wealth Management (South Carolina)
South Carolina
$29.7K
CI
212
CX Institutional
Indiana
$29K
AIS
213
Advocate Investing Services
Maryland
$25.9K
FDW
214
Fourth Dimension Wealth
Ohio
$24.3K
TC
215
Trust Company
Kansas
$21.2K
EPIME
216
Evelyn Partners Investment Management (Europe)
$21.1K
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$19.8K
AWM
218
Angeles Wealth Management
California
$18K
CMA
219
Cedar Mountain Advisors
Oregon
$17.4K
VCM
220
Viewpoint Capital Management
Washington
$16.4K
IA
221
IFP Advisors
Florida
$14.9K
MWA
222
Medallion Wealth Advisors
Connecticut
$13.4K
WOSD
223
WFA of San Diego
California
$12.8K
CTC
224
Central Trust Company
Missouri
$12.4K
MWM
225
Mascoma Wealth Management
New Hampshire
$11.9K