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State Street SPDR S&P Bank ETF

256 hedge funds and large institutions have $1.36B invested in State Street SPDR S&P Bank ETF in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 25

92% more capital invested

Capital invested by funds: $708M → $1.36B (+$652M)

18% more funds holding

Funds holding: 217256 (+39)

8.43% more ownership

Funds ownership: 36.41%44.84% (+8.4%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

91% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $336M

Holders
256
Holders Change
+39
Holders Change %
+17.97%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
65
Reduced
60
Closed
25
Calls
$29.4M
Puts
$336M
Net Calls
-$307M
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$313M +$171 +3 +0.1%
Goldman Sachs
2
Goldman Sachs
New York
$191M +$20.5M +359,356 +12%
JP Morgan Chase
3
JP Morgan Chase
New York
$128M +$126M +2,199,599 +1,963%
Morgan Stanley
4
Morgan Stanley
New York
$71.1M -$20.2M -353,850 -22%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$64.9M +$49.7M +870,000 +290%
Bank of America
6
Bank of America
North Carolina
$49.1M +$9.48M +166,014 +23%
Jane Street
7
Jane Street
New York
$39.9M +$36.6M +640,362 +815%
UBS Group
8
UBS Group
Switzerland
$37.9M +$30.6M +535,608 +362%
WBG
9
Wharton Business Group
Pennsylvania
$22.7M -$886K -15,525 -4%
LPL Financial
10
LPL Financial
California
$20.9M +$7.98M +139,740 +59%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$20.2M +$110K +1,921 +0.5%
JCM
12
Janney Capital Management
Pennsylvania
$20M -$785K -13,755 -4%
Millennium Management
13
Millennium Management
New York
$20M +$13.2M +232,049 +181%
Wells Fargo
14
Wells Fargo
California
$19.2M +$1.13M +19,753 +6%
TF
15
TLWM Financial
Texas
$17.9M +$18.4M +322,179 New
Citadel Advisors
16
Citadel Advisors
Florida
$16M +$14.9M +261,396 +951%
LJAC
17
L.J. Altfest & Co
New York
$15.5M -$109K -1,913 -0.7%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$14.5M +$14.9M +261,062 New
MAM
19
Madison Asset Management
Wisconsin
$14.4M +$14.9M +260,368 New
MIA
20
Madison Investment Advisors
Wisconsin
$14.4M +$14.9M +260,368 New
JFG
21
Jefferies Financial Group
New York
$13.5M +$13.9M +242,783 New
Raymond James Financial
22
Raymond James Financial
Florida
$11.7M +$12.1M +211,093 New
PMG
23
ProVise Management Group
Florida
$10.5M -$340K -5,952 -3%
AIA
24
Angeles Investment Advisors
California
$9.73M +$10M +175,500 New
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$9.45M +$9.34M +163,607 +2,442%

KBE Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q4 2024, worth a combined $1.36B — up 92% from $708M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new KBE positions and 25 closed out — a net gain of 44 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was Citigroup, cutting an estimated $69.1M.

  • 256 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q4 2024, up from 217 in Q3 2024.
  • Funds reported $1.36B of State Street SPDR S&P Bank ETF stock for Q4 2024, up 92% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P Bank ETF positions in Q4 2024 and 25 closed out, a net change of +44 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $126M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q4 2024 was Citigroup, an estimated $69.1M sold.

Based on aggregated 13F filings for Q4 2024.