KRE icon

SPDR S&P Regional Banking ETF

444 hedge funds and large institutions have $3.18B invested in SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 113 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
113
Reduced
168
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
276
BSW Wealth Partners
Colorado
$266K
NLP
277
Next Level Private
New York
$260K +$296 +5 +0.1%
JWBC
278
J.W. Burns & Co
New York
$256K -$12.2K -208 -5%
KPWS
279
Kestra Private Wealth Services
Texas
$256K -$152K -2,583 -37%
JF
280
Joule Financial
Kentucky
$253K +$940 +16 +0.4%
JGUA
281
John G. Ullman & Associates
New York
$253K
Cerity Partners
282
Cerity Partners
New York
$250K +$250K +4,257 New
IAA
283
Independent Advisor Alliance
North Carolina
$248K -$587 -10 -0.2%
LSA
284
Lion Street Advisors
Texas
$245K +$245K +3,459 New
CCFM
285
Clear Creek Financial Management
Washington
$244K -$16.6K -283 -6%
MIA
286
MMBG Investment Advisors
Florida
$244K
BRWA
287
B. Riley Wealth Advisors
Florida
$243K -$25K -426 -9%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$239K -$74K -1,260 -24%
PMG
289
ProVise Management Group
Florida
$237K -$196K -3,332 -45%
CSWM
290
Cassady Schiller Wealth Management
Ohio
$236K +$1.53K +26 +0.7%
BPA
291
Beacon Pointe Advisors
California
$232K +$232K +3,954 New
SCA
292
Snowden Capital Advisors
New York
$232K -$58.7K -1,000 -20%
FMTC
293
Farmers & Merchants Trust Company
California
$231K +$231K +3,927 New
HWM
294
HighMark Wealth Management
Minnesota
$226K +$1.59K +27 +0.7%
NAS
295
Nicolet Advisory Services
Wisconsin
$225K -$19.7K -328 -8%
SQA
296
Simon Quick Advisors
New Jersey
$223K +$223K +3,800 New
E
297
Ergoteles
New York
$217K +$217K +3,700 New
TWC
298
TD Waterhouse Canada
Ontario, Canada
$215K -$72.8K -1,080 -25%
RFN
299
RDA Financial Network
Iowa
$214K -$4.7K -80 -2%
BS
300
Boenning & Scattergood
Pennsylvania
$213K +$213K +3,093 New