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SPDR S&P Bank ETF

242 hedge funds and large institutions have $948M invested in SPDR S&P Bank ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-14
Holders Change %
-5.47%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
65
Reduced
82
Closed
36
Calls
$47M
Puts
$144M
Net Calls
-$97.4M
Net Calls Change
-$49.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$224K
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$222K -$175K -3,955 -44%
KNW
153
Kesler Norman & Wride
Utah
$219K -$56.6K -1,275 -21%
IFWM
154
Institute for Wealth Management
Colorado
$216K +$216K +4,874 New
QT
155
Quantbot Technologies
New York
$211K -$249K -5,624 -54%
IWC
156
Integrated Wealth Concepts
Massachusetts
$204K -$70.5K -1,591 -26%
MFG
157
Magnus Financial Group
New York
$202K -$185K -4,176 -48%
WWM
158
Western Wealth Management
Colorado
$202K +$202K +4,577 New
SWP
159
Stratos Wealth Partners
Ohio
$200K +$200K +4,521 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$189K -$139K -3,150 -42%
HPC
161
HM Payson & Co
Maine
$182K
JIR
162
James Investment Research
Ohio
$173K -$4.42K -100 -2%
CL
163
COWA LLC
Oklahoma
$170K -$86.1K -1,950 -34%
HI
164
Harbour Investments
Wisconsin
$166K
SWM
165
Spire Wealth Management
Virginia
$154K +$43.9K +993 +40%
EW
166
Evoke Wealth
California
$151K
GRP
167
Global Retirement Partners
California
$150K +$18.2K +375 +14%
OFG
168
Oxford Financial Group
Indiana
$133K
S
169
SignatureFD
Georgia
$133K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$128K -$10.1K -229 -7%
TWA
171
TCI Wealth Advisors
Arizona
$127K +$11.5K +259 +10%
GC
172
Garde Capital
Washington
$122K
SC
173
SouthState Corp
Florida
$119K -$2.65K -60 -2%
BAM
174
Belpointe Asset Management
Nevada
$119K +$11.5K +261 +11%
HWM
175
HighMark Wealth Management
Minnesota
$114K +$667 +15 +0.6%