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SPDR S&P Regional Banking ETF

434 hedge funds and large institutions have $4.01B invested in SPDR S&P Regional Banking ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
-32
Holders Change %
-6.87%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
54
Increased
126
Reduced
156
Closed
79
Calls
$1.63B
Puts
$3.47B
Net Calls
-$1.84B
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
251
Advantage Trust Company
Kansas
$344K
SIC
252
Samalin Investment Counsel
New York
$340K +$56.3K +1,147 +20%
DSC
253
Duncker Streett & Co
Missouri
$335K -$24.7K -503 -7%
OPAM
254
Ocean Park Asset Management
California
$333K
MWP
255
Madison Wealth Partners
Wisconsin
$322K -$4.76K -97 -1%
MRCM
256
M&R Capital Management
New Jersey
$322K
NS
257
NBC Securities
Alabama
$320K +$49 +1 +0%
PIA
258
Perennial Investment Advisors
California
$320K
RPCONE
259
Retirement Planning Company of New England
Rhode Island
$315K -$11.8K -241 -4%
WCM
260
Whitener Capital Management
North Carolina
$314K -$38.8K -790 -11%
FB
261
First Bancorp
Maine
$313K +$44.2K +900 +16%
CAL
262
Capital Analysts LLC
Pennsylvania
$309K +$51.3K +1,046 +20%
CAM
263
Cresset Asset Management
Illinois
$303K -$33.7K -686 -10%
SB
264
Simmons Bank
Arkansas
$299K -$13.6K -276 -4%
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$296K -$11.4K -232 -4%
Verition Fund Management
266
Verition Fund Management
Connecticut
$292K -$1.72M -35,063 -85%
EWA
267
Evolution Wealth Advisors
Florida
$290K
CS
268
Capital Square
Tennessee
$290K +$5.81K +102 +2%
FWIA
269
Fort Washington Investment Advisors
Ohio
$286K
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$286K
HPCM
271
Hunter Perkins Capital Management
Illinois
$285K
V
272
ViaWealth
Kansas
$281K -$132K -2,697 -32%
MCM
273
MAI Capital Management
Ohio
$279K -$1.03K -21 -0.4%
MWM
274
Meridian Wealth Management
Kentucky
$279K +$279K +5,680 New
MTC
275
McDaniel Terry & Co
Texas
$277K