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SPDR S&P Bank ETF
KBE

Overview Fund Activity

232 hedge funds and large institutions have $1,000M invested in SPDR S&P Bank ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
232
Holders Change
+31
Holders Change %
+15.42%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
61
Increased
59
Reduced
64
Closed
26
Calls
$76.2M
Puts
$131M
Net Calls
-$55.3M
Net Calls Change
-$26.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$35.9M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$13.8M
5
Millennium Management
5
Millennium Management
New York
$13M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.61M
2
IUHSA
2
Itau Unibanco Holding S.A.
Brazil
$265K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.11M
5
CF
5
Clarity Financial
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$232M 5,036,731 -46,851 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$206M 4,487,064 +3,314,315 +283%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$128M 2,779,690 +2,127,178 +326%
Bank of America
4
Bank of America
North Carolina
$39.8M 864,662 +170,059 +24%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$35.9M 780,000 +780,000 New
Wells Fargo
6
Wells Fargo
California
$20.9M 454,954 +110,131 +32%
WBG
7
Wharton Business Group
Pennsylvania
$19.9M 431,631 -7,850 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$17.3M 375,528 -6,345 -2%
UBS Group
9
UBS Group
Switzerland
$16.3M 354,984 +149,282 +73%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$13.8M 300,000 +300,000 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.3M 289,165 +228,428 +376%
Millennium Management
12
Millennium Management
New York
$13M 283,572 +275,046 +3,226%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$12.8M 277,635 -9,918 -3%
LPL Financial
14
LPL Financial
California
$10.2M 222,568 +57,395 +35%
EPA
15
Element Pointe Advisors
Florida
$9.69M 210,465 +210,465 New
SG Americas Securities
16
SG Americas Securities
New York
$9.35M 203,153 +40,898 +25%
LJAC
17
L.J. Altfest & Co
New York
$9.26M 201,252 +201,252 New
EWA
18
Evolution Wealth Advisors
Florida
$8.57M 186,258 -970 -0.5%
APF
19
Alaska Permanent Fund
Alaska
$8.28M 180,000 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.82M 169,850 -44,502 -21%
PMG
21
ProVise Management Group
Florida
$7.79M 169,286 +713 +0.4%
GCP
22
Garda Capital Partners
Minnesota
$7.39M 160,520 +160,520 New
Citigroup
23
Citigroup
New York
$6.61M 143,591 -432,422 -75%
CCMG
24
Clark Capital Management Group
Pennsylvania
$6.23M 135,479 +135,479 New
AWM
25
Axxcess Wealth Management
California
$5.75M 124,898 +124,898 New
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