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SPDR S&P Bank ETF

212 hedge funds and large institutions have $621M invested in SPDR S&P Bank ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
53
Reduced
71
Closed
28
Calls
$33.4M
Puts
$58.2M
Net Calls
-$24.8M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
126
Symphony Financial Services
Ohio
$222K +$222K +4,885 New
BCM
127
Beaumont Capital Management
Massachusetts
$217K +$217K +4,681 New
IP
128
Ignite Planners
California
$215K +$215K +4,719 New
Cerity Partners
129
Cerity Partners
New York
$214K
SCM
130
SOL Capital Management
Maryland
$213K -$77.4K -1,670 -27%
JHCP
131
Jackson Hole Capital Partners
Oklahoma
$211K
MFG
132
Magnus Financial Group
New York
$211K -$13.9K -299 -6%
WA
133
Waverly Advisors
Alabama
$205K -$243K -5,245 -54%
IFWM
134
Institute for Wealth Management
Colorado
$205K
CC
135
Courier Capital
New York
$203K -$48.3K -1,041 -19%
HPC
136
HM Payson & Co
Maine
$186K
Comerica Bank
137
Comerica Bank
Texas
$177K -$4.27K -92 -2%
HI
138
Harbour Investments
Wisconsin
$173K +$15.9K +343 +10%
SWM
139
Spire Wealth Management
Virginia
$169K -$1.44K -31 -0.8%
HWA
140
Heritage Wealth Advisors
Virginia
$167K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$166K +$25.2K +544 +18%
TRCT
142
Tower Research Capital (TRC)
New York
$154K -$504K -10,868 -77%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$149K -$928 -20 -0.6%
GRP
144
Global Retirement Partners
California
$140K +$102K +2,198 +269%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$134K +$134K +2,890 New
CA
146
CoreCap Advisors
Michigan
$125K -$54.4K -1,173 -30%
IA
147
IFP Advisors
Florida
$125K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$117K +$10.2K +220 +10%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$115K
CICI
150
Capital Investment Counsel Inc
North Carolina
$113K