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SPDR S&P Bank ETF

258 hedge funds and large institutions have $2.61B invested in SPDR S&P Bank ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
5.92%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.37%
New
48
Increased
93
Reduced
67
Closed
31
Calls
$64.2M
Puts
$200M
Net Calls
-$136M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$435K +$435K +9,090 New
SWP
152
Stratos Wealth Partners
Ohio
$430K +$153K +3,198 +55%
MBT
153
Montecito Bank & Trust
California
$425K
BAM
154
Belpointe Asset Management
Nevada
$424K -$26.8K -560 -6%
AWM
155
AE Wealth Management
Kansas
$403K +$4.74K +99 +1%
WDL
156
Well Done LLC
Michigan
$398K +$21K +438 +6%
PCM
157
Poehling Capital Management
Wisconsin
$392K -$3.6K -75 -0.9%
ATC
158
Argent Trust Co
Tennessee
$383K +$81.3K +1,700 +27%
SS
159
Simplicity Solutions
Minnesota
$376K +$12.5K +260 +3%
OPWM
160
Oak Point Wealth Management
Michigan
$374K -$6.92K -147 -2%
Creative Planning
161
Creative Planning
Kansas
$366K +$11.2K +235 +3%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$364K +$364K +7,600 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$358K -$6.19K -129 -2%
BPC
164
Banque Pictet & Cie
Switzerland
$353K +$353K +7,375 New
CAC
165
Certified Advisory Corp
Florida
$348K +$329K +6,880 +1,755%
Simplex Trading
166
Simplex Trading
Illinois
$347K +$347K +7,254 New
Northern Trust
167
Northern Trust
Illinois
$321K -$25.6M -534,518 -99%
HCA
168
Heck Capital Advisors
Wisconsin
$319K -$16.5K -344 -5%
LCS
169
Levin Capital Strategies
New York
$316K
UBS AM
170
UBS AM
Illinois
$315K +$315K +6,583 New
WIA
171
Wealthstreet Investment Advisors
Texas
$311K
IA
172
IFP Advisors
Florida
$311K
Nomura Asset Management
173
Nomura Asset Management
Japan
$311K +$311K +6,500 New
CWM
174
Circle Wealth Management
New Jersey
$308K +$1.01K +21 +0.3%
GT
175
Glenmede Trust
Pennsylvania
$306K