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SPDR S&P Bank ETF

150 hedge funds and large institutions have $1.47B invested in SPDR S&P Bank ETF in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
41
Increased
41
Reduced
38
Closed
16
Calls
$74.1M
Puts
$53.2M
Net Calls
+$20.9M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$60K
HWP
127
Hefty Wealth Partners
Indiana
$57K +$57K +1,726 New
EDRE
128
Edmond de Rothschild (Europe)
Luxembourg
$50K +$50K +1,500 New
CLOS
129
Compagnie Lombard Odier SCmA
Switzerland
$49K
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$48K
US Bancorp
131
US Bancorp
Minnesota
$46K
AG
132
Advisor Group
Arizona
$42K +$5.46K +163 +15%
GWA
133
Guidant Wealth Advisors
Illinois
$35K +$35K +1,032 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K
IWM
135
Integrated Wealth Management
California
$26K
NCM
136
Nelson Capital Management
California
$23K
ASN
137
Advisory Services Network
Georgia
$22K +$22K +673 New
CPIG
138
Chicago Partners Investment Group
Illinois
$19K +$19K +565 New
JIR
139
James Investment Research
Ohio
$17K -$18K -530 -51%
OC
140
Oakworth Capital
Alabama
$17K
AIM
141
Advantage Investment Management
Iowa
$16K +$16K +491 New
LNB
142
Ledyard National Bank
$15K -$224K -6,500 -94%
CFA
143
Carroll Financial Associates
North Carolina
$15K +$15K +450 New
WIC
144
Woodmont Investment Counsel
Tennessee
$15K +$15K +450 New
ACS
145
Archford Capital Strategies
Illinois
$8K
GWS
146
Glassman Wealth Services
Virginia
$8K
PG
147
Patten Group
Tennessee
$6.96K
LCM
148
Liberty Capital Management
Michigan
$4K +$4K +107 New
LWM
149
LBA Wealth Management
Florida
$3K
LCS
150
Levin Capital Strategies
New York
$220