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State Street SPDR S&P Regional Banking ETF

551 hedge funds and large institutions have $4.74B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 157 increasing their positions, 147 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 51

20% more funds holding

Funds holding: 459551 (+92)

17% more capital invested

Capital invested by funds: $4.04B → $4.74B (+$700M)

7% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 147

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

29.5% less ownership

Funds ownership: 116.1%86.6% (-30%)

57% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $4.66B

Holders
551
Holders Change
+92
Holders Change %
+20.04%
% of All Funds
7.26%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
151
Increased
157
Reduced
147
Closed
51
Calls
$1.98B
Puts
$4.66B
Net Calls
-$2.68B
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$887K -$48.9K -789 -5%
MA
227
Mutual Advisors
Nebraska
$866K +$26.9K +434 +3%
LWM
228
LJI Wealth Management
Indiana
$863K -$150K -2,419 -14%
FFN
229
Focus Financial Network
Minnesota
$862K +$885K +14,278 New
AWM
230
Avondale Wealth Management
Texas
$833K -$301K -4,850 -26%
IAA
231
Independent Advisor Alliance
North Carolina
$823K +$846K +13,638 New
SOS
232
Silver Oak Securities
Tennessee
$820K +$597K +9,623 +244%
CG
233
Caprock Group
Idaho
$812K +$834K +13,455 New
US Bancorp
234
US Bancorp
Minnesota
$793K +$202K +3,265 +33%
FLC
235
Fifth Lane Capital
Texas
$786K +$808K +13,031 New
Creative Planning
236
Creative Planning
Kansas
$784K +$13.6K +220 +2%
WPC
237
White Pine Capital
Minnesota
$782K -$22.9K -370 -3%
CF
238
Centaurus Financial
California
$759K +$169K +2,722 +28%
BMCM
239
Black Maple Capital Management
Wisconsin
$754K +$93K +1,500 +14%
QPBE
240
Quintet Private Bank (Europe)
Luxembourg
$745K +$765K +12,342 New
SFI
241
SPC Financial Inc
Maryland
$736K -$18.6K -300 -2%
NSAM
242
North Star Asset Management
Wisconsin
$724K -$24.8K -400 -3%
KAS
243
Kestra Advisory Services
Texas
$714K +$158K +2,547 +27%
SAM
244
Strive Asset Management
Ohio
$707K +$726K +11,708 New
MCA
245
Millennium Capital Advisors
Arkansas
$700K +$558 +9 +0.1%
PFS
246
Prospera Financial Services
Texas
$697K +$164K +2,640 +30%
AI
247
Atria Investments
North Carolina
$681K +$699K +11,280 New
Corient Private Wealth
248
Corient Private Wealth
Florida
$676K -$254K -4,092 -27%
BCM
249
Barometer Capital Management
Ontario, Canada
$672K +$691K +11,140 New
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$670K +$140K +2,251 +25%