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State Street SPDR S&P Bank ETF

242 hedge funds and large institutions have $1.02B invested in State Street SPDR S&P Bank ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

5.73% more ownership

Funds ownership: 44.84%50.58% (+5.7%)

5% less funds holding

Funds holding: 256242 (-14)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

25% less capital invested

Capital invested by funds: $1.36B → $1.02B (-$344M)

52% less call options, than puts

Call options by funds: $86.5M | Put options by funds: $180M

Holders
242
Holders Change
-14
Holders Change %
-5.47%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
38
Increased
75
Reduced
61
Closed
46
Calls
$86.5M
Puts
$180M
Net Calls
-$93.2M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$181M -$972K -17,351 -0.5%
Two Sigma Investments
2
Two Sigma Investments
New York
$106M +$111M +1,973,000 +5,298%
Morgan Stanley
3
Morgan Stanley
New York
$67.9M +$117K +2,091 +0.2%
Bank of America
4
Bank of America
North Carolina
$53.8M +$7.31M +130,438 +15%
UBS Group
5
UBS Group
Switzerland
$33.6M -$2.73M -48,636 -7%
EDRH
6
Edmond de Rothschild Holding
Switzerland
$29.7M +$16.8M +300,652 +115%
KI
7
Kapitalo Investimentos
Brazil
$25.3M +$26.8M +478,000 New
Barclays
8
Barclays
United Kingdom
$24.9M +$24.5M +437,260 +1,312%
Citadel Advisors
9
Citadel Advisors
Florida
$24.8M +$10.1M +180,019 +62%
Millennium Management
10
Millennium Management
New York
$23M +$4.11M +73,404 +20%
QC
11
Quadrature Capital
United Kingdom
$22.8M +$24.1M +430,599 New
Wells Fargo
12
Wells Fargo
California
$22.3M +$4.19M +74,768 +22%
LPL Financial
13
LPL Financial
California
$21.9M +$2.07M +36,873 +10%
WBG
14
Wharton Business Group
Pennsylvania
$21.6M -$211K -3,770 -0.9%
MAM
15
Madison Asset Management
Wisconsin
$21.1M +$7.7M +137,441 +53%
NFT
16
Nan Fung Trinity
Hong Kong
$20.6M +$21.8M +388,500 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$19.6M +$356K +6,355 +2%
JCM
18
Janney Capital Management
Pennsylvania
$18.6M -$519K -9,253 -3%
TF
19
TLWM Financial
Texas
$17.1M +$86.2K +1,538 +0.5%
Squarepoint
20
Squarepoint
New York
$15.3M +$16.1M +288,125 New
Raymond James Financial
21
Raymond James Financial
Florida
$12.2M +$1.11M +19,731 +9%
Jane Street
22
Jane Street
New York
$11.5M -$28.1M -501,274 -70%
PMG
23
ProVise Management Group
Florida
$10.6M +$581K +10,370 +5%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.4M -$119M -2,115,821 -92%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$9.98M +$5.7M +101,782 +118%

KBE Hedge Fund Activity: Q1 2025 in Review

242 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q1 2025, worth a combined $1.02B — down 25% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of KBE and 38 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Two Sigma Investments, adding an estimated $111M. The largest seller was JP Morgan Chase, cutting an estimated $119M.

  • 242 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q1 2025, down from 256 in Q4 2024.
  • Funds reported $1.02B of State Street SPDR S&P Bank ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P Bank ETF positions in Q1 2025 and 46 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $111M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q1 2025 was JP Morgan Chase, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2025.