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State Street SPDR S&P Regional Banking ETF

452 hedge funds and large institutions have $3.26B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 171 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 126.04%125.62% (-0.41%)

6% less funds holding

Funds holding: 480452 (-28)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less capital invested

Capital invested by funds: $3.72B → $3.26B (-$455M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 171

51% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $2.74B

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
7.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
73
Increased
121
Reduced
171
Closed
94
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$262K -$10.3K -232 -4%
VNA
277
Valley National Advisers
Pennsylvania
$262K -$1.56K -35 -0.6%
Koshinski Asset Management
278
Koshinski Asset Management
Illinois
$261K -$31.9K -716 -10%
MTIC
279
Missouri Trust & Investment Company
Missouri
$259K -$11.1K -250 -4%
EIA
280
Eldridge Investment Advisors
New Hampshire
$257K
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$257K +$4.46K +100 +2%
BCP
282
Blue Chip Partners
Michigan
$248K +$2.27K +51 +0.9%
FB
283
First Bancorp
Maine
$248K
RPCONE
284
Retirement Planning Company of New England
Rhode Island
$246K -$16.4K -368 -6%
KWM
285
Kingsview Wealth Management
Oregon
$246K -$7.54K -169 -3%
CIAS
286
Capital Investment Advisory Services
North Carolina
$244K +$2.54K +57 +1%
MFG
287
Menard Financial Group
Texas
$243K +$259K +5,812 New
CC
288
Courier Capital
New York
$242K -$3.62M -81,135 -93%
FFA
289
Farther Finance Advisors
California
$242K -$53.4K -1,197 -17%
VRM
290
Vectors Research Management
New York
$235K -$3.98M -89,301 -94%
LFASL
291
Lugano Financial Advisors SA (LFA)
Switzerland
$234K +$250K +5,599 New
Prudential Financial
292
Prudential Financial
New Jersey
$232K +$248K +5,563 New
CCB
293
Country Club Bank
Missouri
$231K -$11.1K -250 -4%
KA
294
Kovack Advisors
Florida
$231K -$481K -10,779 -66%
FAM
295
Formidable Asset Management
Ohio
$230K
AAS
296
Avantax Advisory Services
Texas
$229K -$266K -5,966 -52%
CAL
297
Capital Analysts LLC
Pennsylvania
$229K -$26.7K -599 -10%
GAM
298
GEM Asset Management
Michigan
$229K +$134 +3 +0.1%
AA
299
Alesco Advisors
New York
$227K +$242K +5,428 New
XF
300
XML Financial
Maryland
$225K -$315K -7,060 -57%

KRE Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2023, worth a combined $3.26B — down 12% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of KRE and 73 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 121 added.

The largest buyer was Citigroup, adding an estimated $143M. The largest seller was UBS Group, cutting an estimated $154M.

  • 452 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2023, down from 480 in Q2 2023.
  • Funds reported $3.26B of State Street SPDR S&P Regional Banking ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2023 and 94 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2023 was Citigroup, an estimated $143M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2023 was UBS Group, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2023.