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SPDR S&P Bank ETF

256 hedge funds and large institutions have $2.08B invested in SPDR S&P Bank ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.86%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
31
Increased
76
Reduced
86
Closed
29
Calls
$63.6M
Puts
$192M
Net Calls
-$129M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$351K -$61.9K -1,323 -15%
SWP
152
Stratos Wealth Partners
Ohio
$344K +$131K +2,816 +62%
BPC
153
Banque Pictet & Cie
Switzerland
$343K
VWM
154
Venturi Wealth Management
Texas
$343K +$111K +2,400 +48%
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$332K +$332K +7,137 New
HCA
156
Heck Capital Advisors
Wisconsin
$323K
LCS
157
Levin Capital Strategies
New York
$307K
WIA
158
Wealthstreet Investment Advisors
Texas
$303K
CWM
159
Circle Wealth Management
New Jersey
$302K +$1.45K +31 +0.5%
NB
160
NBT Bank
New York
$298K -$41.5K -890 -12%
CAC
161
Certified Advisory Corp
Florida
$297K -$82K -1,761 -22%
UBS AM
162
UBS AM
Illinois
$296K
ASN
163
Advisory Services Network
Georgia
$292K -$246K -5,290 -46%
Northern Trust
164
Northern Trust
Illinois
$291K
GD
165
Grandfield & Dodd
New York
$289K +$56 +2 +0%
FCAG
166
First Capital Advisors Group
New Jersey
$285K
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$273K +$266K +5,709 +3,937%
Cerity Partners
168
Cerity Partners
New York
$264K +$264K +5,671 New
FHB
169
First Hawaiian Bank
Hawaii
$261K +$261K +5,600 New
CAN
170
Claraphi Advisory Network
United States
$259K -$4.48K -96 -2%
AIC
171
Ayalon Insurance Company
Israel
$257K -$25.9K -560 -9%
BRWM
172
B. Riley Wealth Management
Tennessee
$253K +$253K +5,431 New
LP
173
LGL Partners
Pennsylvania
$245K +$1.12K +24 +0.5%
EC
174
EJF Capital
Virginia
$233K -$932K -20,000 -80%
AWM
175
Aries Wealth Management
Maine
$230K