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SPDR S&P Bank ETF

201 hedge funds and large institutions have $552M invested in SPDR S&P Bank ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
82
Closed
32
Calls
$62.6M
Puts
$91.4M
Net Calls
-$28.8M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$54.7K +$9.36K +254 +21%
William Blair & Company
152
William Blair & Company
Illinois
$53.3K -$6.89K -187 -11%
PFA
153
Pathway Financial Advisers
Indiana
$48.3K +$48.3K +1,312 New
EDRH
154
Edmond de Rothschild Holding
Switzerland
$47.9K +$47.9K +1,300 New
NS
155
NBC Securities
Alabama
$46K +$46K +1,253 New
TWC
156
TD Waterhouse Canada
Ontario, Canada
$45.6K
CFB
157
Cullen/Frost Bankers
Texas
$45.4K
WTG
158
West Tower Group
Virginia
$42.6K +$42.6K +1,156 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$35K -$4.2K -115 -11%
AAG
160
Armstrong Advisory Group
Massachusetts
$34.6K
AA
161
Ancora Advisors
Ohio
$33.2K
GRP
162
Global Retirement Partners
California
$30.3K -$2.21K -62 -7%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30K -$9.47K -257 -24%
WT
164
Washington Trust
Rhode Island
$28.4K
SWM
165
Sugarloaf Wealth Management
Georgia
$26.5K +$147 +4 +0.6%
TSWM
166
Tyler-Stone Wealth Management
Ohio
$26K -$3.81K -104 -13%
SAG
167
Spotlight Asset Group
Illinois
$25.8K -$92.1K -2,500 -78%
ME
168
McIlrath & Eck
Washington
$23K
CFGS
169
Concourse Financial Group Securities
Alabama
$22.1K
FWM
170
Focused Wealth Management
New York
$20.3K -$37 -1 -0.2%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$18.9K
CSC
172
Caldwell Sutter Capital
California
$17.7K +$184 +5 +1%
NFSG
173
Newbridge Financial Services Group
Florida
$17.7K +$184 +5 +1%
RA
174
Rise Advisors
New York
$16.4K -$13.7K -371 -45%
CTC
175
Central Trust Company
Missouri
$15.6K