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State Street SPDR S&P Bank ETF

247 hedge funds and large institutions have $1.02B invested in State Street SPDR S&P Bank ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

0% more funds holding

Funds holding: 246247 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.05B → $1.02B (-$28.7M)

3.39% less ownership

Funds ownership: 71.63%68.24% (-3.4%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

33% less call options, than puts

Call options by funds: $128M | Put options by funds: $192M

Holders
247
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
67
Reduced
76
Closed
25
Calls
$128M
Puts
$192M
Net Calls
-$64.3M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$206M -$9.94M -168,721 -5%
Two Sigma Investments
2
Two Sigma Investments
New York
$121M +$14.5M +246,600 +14%
Morgan Stanley
3
Morgan Stanley
New York
$89.4M -$10.4M -176,354 -10%
Bank of America
4
Bank of America
North Carolina
$59.6M +$20.2M +342,619 +52%
Wells Fargo
5
Wells Fargo
California
$40.2M +$6.02M +102,224 +18%
UBS Group
6
UBS Group
Switzerland
$36.3M -$16.1M -273,120 -31%
EDRH
7
Edmond de Rothschild Holding
Switzerland
$35M +$850K +14,429 +3%
LPL Financial
8
LPL Financial
California
$31.9M +$7.02M +119,219 +29%
DFO
9
Duquesne Family Office
New York
$28.6M +$28.4M +482,095 New
WBG
10
Wharton Business Group
Pennsylvania
$25.7M -$154K -2,620 -0.6%
MAM
11
Madison Asset Management
Wisconsin
$25M +$3.5M +59,356 +16%
Citadel Advisors
12
Citadel Advisors
Florida
$24.1M +$1.04M +17,720 +5%
NFT
13
Nan Fung Trinity
Hong Kong
$23.1M
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$22.7M +$163K +2,761 +0.7%
JCM
15
Janney Capital Management
Pennsylvania
$19.4M -$646K -10,962 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$16.3M +$1.87M +31,699 +13%
PMG
17
ProVise Management Group
Florida
$12.4M +$504K +8,557 +4%
CastleKeep Investment Advisors
18
CastleKeep Investment Advisors
Connecticut
$12.2M +$166K +2,811 +1%
Barclays
19
Barclays
United Kingdom
$10.4M -$13.1M -222,101 -56%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$8.41M -$1.86M -31,581 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.6M -$16.2M -274,325 -68%
BHCM
22
Brevan Howard Capital Management
Jersey
$7.56M +$7.5M +127,284 New
NG
23
Norden Group
Utah
$6.7M +$6.64M +112,695 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.69M +$4.01M +67,975 +244%
Citigroup
25
Citigroup
New York
$5.46M -$23.5M -398,852 -81%

KBE Hedge Fund Activity: Q3 2025 in Review

247 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Bank ETF (KBE) for Q3 2025, worth a combined $1.02B — down 2.7% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KBE positions and 25 closed out — a net gain of 6 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Duquesne Family Office, opening a new position worth an estimated $28.4M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $37.5M sold.

  • 247 institutional investors held State Street SPDR S&P Bank ETF (KBE) as of Q3 2025, up from 246 in Q2 2025.
  • Funds reported $1.02B of State Street SPDR S&P Bank ETF stock for Q3 2025, down 2.7% quarter-over-quarter.
  • 31 funds opened new State Street SPDR S&P Bank ETF positions in Q3 2025 and 25 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Bank ETF buyer in Q3 2025 was Duquesne Family Office, an estimated $28.4M added.
  • The largest State Street SPDR S&P Bank ETF seller in Q3 2025 was Schroder Investment Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q3 2025.