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SPDR S&P Bank ETF

217 hedge funds and large institutions have $708M invested in SPDR S&P Bank ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
37
Increased
59
Reduced
64
Closed
31
Calls
$90.5M
Puts
$183M
Net Calls
-$92.9M
Net Calls Change
-$68.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
126
Crescent Grove Advisors
Illinois
$263K -$9.94K -188 -4%
SFS
127
Symphony Financial Services
Ohio
$259K +$635 +12 +0.2%
WA
128
WP Advisors
California
$256K -$239K -4,520 -48%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$252K +$252K +4,772 New
IA
130
IFP Advisors
Florida
$249K +$106K +2,000 +74%
SWA
131
Stratos Wealth Advisors
Ohio
$245K +$245K +4,623 New
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$241K
MFG
133
Magnus Financial Group
New York
$241K +$370 +7 +0.2%
IFWM
134
Institute for Wealth Management
Colorado
$234K
CC
135
Courier Capital
New York
$232K +$952 +18 +0.4%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$229K +$39.1K +736 +21%
EFS
137
Essex Financial Services
Connecticut
$229K -$54.5K -1,000 -19%
William Blair & Company
138
William Blair & Company
Illinois
$227K +$207K +3,918 +1,023%
AWM
139
Avitas Wealth Management
California
$226K +$226K +4,278 New
SCM
140
SOL Capital Management
Maryland
$217K -$26.5K -500 -11%
VRM
141
Vectors Research Management
New York
$217K +$217K +4,215 New
SWP
142
Stratos Wealth Partners
Ohio
$217K -$129K -2,439 -37%
EWA
143
EP Wealth Advisors
California
$212K -$101K -1,916 -32%
HPC
144
HM Payson & Co
Maine
$212K
DI
145
Diligent Investors
California
$212K +$212K +4,000 New
SFG
146
Sovereign Financial Group
Connecticut
$208K +$208K +3,933 New
Fisher Asset Management
147
Fisher Asset Management
Washington
$203K -$59.8K -1,131 -23%
HI
148
Harbour Investments
Wisconsin
$198K +$1.16K +22 +0.6%
FFA
149
Farther Finance Advisors
California
$193K +$193K +3,650 New
HWA
150
Heritage Wealth Advisors
Virginia
$191K