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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 %
RFWA
201
RPg Family Wealth Advisory
Massachusetts
$73.7K
EDRH
202
Edmond de Rothschild Holding
Switzerland
$70K -$79K -1,693 -53%
SFM
203
Signet Financial Management
New Jersey
$70K +$14K +300 +25%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$69K +$21.6K +466 +45%
NFG
205
Next Financial Group
Texas
$67K +$67K +1,438 New
CRC
206
Curi RMB Capital
Illinois
$62K +$13.7K +295 +28%
MA
207
MUFG Americas
New York
$61K
WT
208
Whittier Trust
California
$59K +$40.3K +860 +215%
CFGS
209
Concourse Financial Group Securities
Alabama
$56K +$56K +1,200 New
CTC
210
Central Trust Company
Missouri
$47K
TC
211
Trilogy Capital
California
$41K +$7.75K +167 +23%
PCG
212
Private Capital Group
Connecticut
$38K
EWM
213
Edge Wealth Management
New York
$37K
JIR
214
James Investment Research
Ohio
$35K
CGT
215
Capital Guardian Trust
California
$35K +$35K +751 New
PFP
216
Pinnacle Financial Partners
Tennessee
$35K +$35K +760 New
KL
217
KWMG LLC
Kansas
$32K
NCM
218
Nelson Capital Management
California
$32K
GWM
219
Geneos Wealth Management
Colorado
$29K -$635K -14,062 -96%
LWCFA
220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
FHA
221
Flagship Harbor Advisors
Massachusetts
$28K +$22.4K +484 +397%
LFG
222
LifePlan Financial Group
Ohio
$27K
US Bancorp
223
US Bancorp
Minnesota
$27K +$12.9K +275 +92%
BBHC
224
Brown Brothers Harriman & Co
New York
$23K
OC
225
Oakworth Capital
Alabama
$23K