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SPDR S&P Bank ETF

239 hedge funds and large institutions have $1.02B invested in SPDR S&P Bank ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
38
Increased
74
Reduced
61
Closed
46
Calls
$86.5M
Puts
$180M
Net Calls
-$93.2M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
201
Sterling Capital Management
North Carolina
$24.9K +$24.9K +470 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$24.4K +$24.4K +460 New
TC
203
Trust Company
Kansas
$18.9K
CMA
204
Cedar Mountain Advisors
Oregon
$18.2K +$106 +2 +0.6%
JWA
205
JFS Wealth Advisors
Pennsylvania
$17.8K +$17.8K +335 New
PS
206
Principal Securities
Iowa
$16.6K +$16.6K +300 New
YDMI
207
Y.D. More Investments
Israel
$15.9K
FCMT
208
Founders Capital Management (Texas)
Texas
$15.9K
GSWM
209
Golden State Wealth Management
California
$15.9K
VCM
210
Viewpoint Capital Management
Washington
$14.6K
CTC
211
Central Trust Company
Missouri
$11.1K
AWM
212
AE Wealth Management
Kansas
$10.8K +$9.16K +173 +577%
BWL
213
Bogart Wealth LLC
Virginia
$10.6K
MWM
214
Mascoma Wealth Management
New Hampshire
$10.6K +$10.6K +200 New
PP
215
Pacifica Partners
Canada
$8.26K
RFA
216
Register Financial Advisors
Georgia
$7.94K
CFS
217
Compass Financial Services
Iowa
$7.52K +$53 +1 +0.7%
SFG
218
Stonebridge Financial Group
Pennsylvania
$6.94K +$2.22K +42 +47%
BPAMU
219
BTG Pactual Asset Management US
New York
$6.78K
CWM
220
Consultiva Wealth Management
Puerto Rico
$5.72K +$5.72K +108 New
CFD
221
Creative Financial Designs
Indiana
$5.3K
PTC
222
Private Trust Company
Ohio
$5.03K +$5.03K +95 New
RMC
223
Resources Management Corp
Connecticut
$5K
AIC
224
Archer Investment Corporation
Indiana
$4.87K +$53 +1 +1%
HWP
225
Highline Wealth Partners
California
$4.53K +$4.53K +86 New