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SPDR S&P Bank ETF
KBE

Overview Fund Activity

278 hedge funds and large institutions have $1.5B invested in SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 87 increasing their positions, 72 reducing their positions, and 36 closing their positions.

Holders
278
Holders Change
+17
Holders Change %
+6.51%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
87
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$44.4M
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$14.8M
3
CA
3
CoreCap Advisors
Michigan
$11M
4
Ensign Peak Advisors
4
Ensign Peak Advisors
Utah
$10.4M
5
CCC
5
Crescent Capital Consulting
Louisiana
$10.1M

Top Sellers

1
Citigroup
1
Citigroup
New York
$76.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
Goldman Sachs
3
Goldman Sachs
New York
$216M
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$216M 3,962,634 -840,283 -17%
Morgan Stanley
2
Morgan Stanley
New York
$182M 3,328,851 -929,973 -22%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$137M 2,516,814 -730,529 -22%
Citigroup
4
Citigroup
New York
$76.6M 1,404,189 -1,415,006 -50%
Bank of America
5
Bank of America
North Carolina
$71.8M 1,316,270 -63,304 -5%
EDRH
6
Edmond de Rothschild Holding
Switzerland
$63.3M 1,159,476 +4,292 +0.4%
LPL Financial
7
LPL Financial
California
$51.2M 938,268 +140,466 +18%
CWM
8
Congress Wealth Management
Massachusetts
$44.4M 813,382 +813,382 New
UBS Group
9
UBS Group
Switzerland
$43.3M 792,776 +51,678 +7%
MIH
10
Meitav Investment House
Israel
$39.7M 728,325 +16,690 +2%
MTWSIF
11
Mivtachim The Workers Social Insurance Fund
Israel
$37M 678,130 – –
APF
12
Alaska Permanent Fund
Alaska
$31.9M 580,000 +30,000 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.1M 515,879 +70,127 +16%
BHB
14
Bank Hapoalim BM
Israel
$25.8M 288,019 +51,955 +22%
Wells Fargo
15
Wells Fargo
California
$20.3M 372,274 +53,066 +17%
KHLMVGHM
16
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.2M 332,827 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$16.8M 308,046 -254,059 -45%
PCIG
18
Partners Capital Investment Group
Massachusetts
$14.8M 271,276 +271,276 New
Ameriprise
19
Ameriprise
Minnesota
$14M 255,782 +10,010 +4%
Stifel Financial
20
Stifel Financial
Missouri
$11.5M 210,348 +1,014 +0.5%
BFG
21
Bouchey Financial Group
New York
$11.3M 206,324 +12,795 +7%
CA
22
CoreCap Advisors
Michigan
$11M 202,387 +202,387 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$10.7M 195,421 +185,015 +1,778%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$10.4M 187,000 +187,000 New
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M 190,000 -50,000 -21%
1
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