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SPDR S&P Regional Banking ETF

446 hedge funds and large institutions have $5.12B invested in SPDR S&P Regional Banking ETF in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 119 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+9
Holders Change %
+2.06%
% of All Funds
7.79%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
68
Increased
170
Reduced
119
Closed
54
Calls
$715M
Puts
$1.74B
Net Calls
-$1.02B
Net Calls Change
-$567M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$523K +$313K +4,773 +149%
KPWG
252
KFA Private Wealth Group
Virginia
$521K +$130K +1,989 +33%
MOS
253
MGO One Seven
Ohio
$517K +$240K +3,668 +87%
AWM
254
Avitas Wealth Management
California
$496K +$91.4K +1,393 +23%
MM
255
Main Management
California
$483K
HI
256
Harbour Investments
Wisconsin
$477K +$126K +1,927 +36%
Franklin Resources
257
Franklin Resources
California
$475K
DBIA
258
Dumont & Blake Investment Advisors
New Jersey
$475K
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$466K +$1.77K +27 +0.4%
OIA
260
Optimum Investment Advisors
Illinois
$457K +$11.2K +171 +3%
PA
261
Parallel Advisors
California
$457K +$59.9K +914 +15%
SCG
262
Sonata Capital Group
Washington
$452K +$1.7K +26 +0.4%
RVM
263
Robinson Value Management
Texas
$446K +$446K +6,813 New
BBPWM
264
Blue Bell Private Wealth Management
Pennsylvania
$442K -$105K -1,600 -19%
VWM
265
Vigilare Wealth Management
Arizona
$438K -$223K -3,403 -34%
VVP
266
Venture Visionary Partners
Ohio
$431K
KLCM
267
KG&L Capital Management
Louisiana
$426K +$61.2K +935 +17%
SWP
268
Stratos Wealth Partners
Ohio
$422K +$55.6K +848 +15%
PFO
269
Pathstone Family Office
New Jersey
$421K +$421K +6,428 New
ASN
270
Advisory Services Network
Georgia
$411K -$45K -687 -10%
TC
271
Tatro Capital
Kentucky
$409K -$65 -1 -0%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$404K +$45.6K +695 +13%
WA
273
Winfield Associates
Ohio
$404K +$171K +2,600 +73%
FC
274
Fusion Capital
South Carolina
$396K -$13.8K -211 -3%
TPWA
275
TRUE Private Wealth Advisors
Oregon
$395K -$6.55K -100 -2%