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SPDR S&P Regional Banking ETF

476 hedge funds and large institutions have $3.71B invested in SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 161 increasing their positions, 132 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
113
Increased
161
Reduced
132
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
226
Institute for Wealth Management
Colorado
$595K +$13.2K +323 +2%
MA
227
Mutual Advisors
Nebraska
$594K +$105K +2,578 +22%
CGIM
228
Cannon Global Investment Management
Florida
$592K +$592K +14,500 New
CFD
229
Creative Financial Designs
Indiana
$564K -$74.6K -1,827 -12%
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$561K +$561K +13,741 New
GAG
231
GM Advisory Group
New York
$553K -$45.7K -1,120 -8%
First Manhattan
232
First Manhattan
New York
$546K -$4.9M -119,925 -90%
CAM
233
Cresset Asset Management
Illinois
$525K +$244K +5,972 +87%
ACM
234
Absolute Capital Management
Pennsylvania
$524K +$90.2K +2,208 +21%
SPIA
235
Steward Partners Investment Advisory
New York
$523K +$40.5K +992 +8%
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$520K +$520K +12,735 New
XF
237
XML Financial
Maryland
$508K +$50.5K +1,238 +11%
EWA
238
Encompass Wealth Advisors
Oregon
$504K +$504K +12,354 New
JWCA
239
J.W. Cole Advisors
Florida
$500K -$396K -9,704 -44%
GC
240
Grimes & Company
Massachusetts
$490K -$16.3K -400 -3%
SCI
241
Stableford Capital II
Arizona
$486K +$486K +10,191 New
SIC
242
Salem Investment Counselors
North Carolina
$483K -$408K -10,000 -46%
NFSG
243
Newbridge Financial Services Group
Florida
$472K +$87.7K +2,148 +23%
PP
244
Pegasus Partners
Wisconsin
$470K +$470K +11,500 New
AAS
245
Avantax Advisory Services
Texas
$467K +$213K +5,220 +84%
QWM
246
QP Wealth Management
New Jersey
$459K +$14.4K +352 +3%
SC
247
Savant Capital
Illinois
$438K +$438K +10,729 New
OIA
248
OneDigital Investment Advisors
Kansas
$425K -$30.6K -749 -7%
FTS
249
Fifth Third Securities
Ohio
$425K +$220K +5,378 +107%
CA
250
Cornerstone Advisory
Maryland
$423K +$36.3K +888 +9%