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State Street SPDR S&P Bank ETF

279 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Bank ETF in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 72

6% more funds holding

Funds holding: 262279 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.6% less ownership

Funds ownership: 52.46%48.86% (-3.6%)

11% less capital invested

Capital invested by funds: $1.68B → $1.5B (-$176M)

68% less call options, than puts

Call options by funds: $143M | Put options by funds: $448M

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% 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
88
Reduced
72
Closed
36
Calls
$143M
Puts
$448M
Net Calls
-$305M
Net Calls Change
-$83.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$216M -$46.6M -840,283 -17%
Morgan Stanley
2
Morgan Stanley
New York
$182M -$51.5M -929,973 -22%
JP Morgan Chase
3
JP Morgan Chase
New York
$137M -$40.5M -730,529 -22%
Citigroup
4
Citigroup
New York
$76.6M -$78.4M -1,415,006 -50%
Bank of America
5
Bank of America
North Carolina
$71.8M -$3.51M -63,304 -5%
EDRH
6
Edmond de Rothschild Holding
Switzerland
$63.3M +$238K +4,292 +0.4%
LPL Financial
7
LPL Financial
California
$51.2M +$7.78M +140,466 +18%
CWM
8
Congress Wealth Management
Massachusetts
$44.4M +$45.1M +813,382 New
UBS Group
9
UBS Group
Switzerland
$43.3M +$2.86M +51,678 +7%
MIH
10
Meitav Investment House
Israel
$39.7M +$925K +16,690 +2%
MTWSIF
11
Mivtachim The Workers Social Insurance Fund
Israel
$37M
APF
12
Alaska Permanent Fund
Alaska
$31.9M +$1.66M +30,000 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.1M +$3.89M +70,127 +16%
BHB
14
Bank Hapoalim BM
Israel
$25.8M +$2.88M +51,955 +22%
Wells Fargo
15
Wells Fargo
California
$20.3M +$2.94M +53,066 +17%
KHLMVGHM
16
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.2M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$16.8M -$14.1M -254,059 -45%
PCIG
18
Partners Capital Investment Group
Massachusetts
$14.8M +$15M +271,276 New
Ameriprise
19
Ameriprise
Minnesota
$14M +$555K +10,010 +4%
Stifel Financial
20
Stifel Financial
Missouri
$11.5M +$56.2K +1,014 +0.5%
BFG
21
Bouchey Financial Group
New York
$11.3M +$709K +12,795 +7%
CA
22
CoreCap Advisors
Michigan
$11M +$11.2M +202,387 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$10.7M +$10.3M +185,015 +1,778%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$10.4M +$10.4M +187,000 New
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M -$2.77M -50,000 -21%

KBE Hedge Fund Activity: Q4 2021 in Review

279 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2021, worth a combined $1.5B — down 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KBE positions and 36 closed out — a net gain of 22 holders — while 88 added to existing stakes and 72 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $15M. The largest seller was Citigroup, cutting an estimated $78.4M.

  • 279 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2021, up from 262 in Q3 2021.
  • Funds reported $1.5B of State Street SPDR S&P Bank ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2021 and 36 closed out, a net change of +22 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2021 was Partners Capital Investment Group, an estimated $15M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2021 was Citigroup, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2021.