We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

459 hedge funds and large institutions have $4.04B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 111 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 63

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

5% more funds holding

Funds holding: 438459 (+21)

1% more capital invested

Capital invested by funds: $4.01B → $4.04B (+$25.9M)

28% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 155

41.58% less ownership

Funds ownership: 157.68%116.1% (-42%)

47% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $4.31B

Holders
459
Holders Change
+21
Holders Change %
+4.79%
% of All Funds
6.59%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
88
Increased
111
Reduced
155
Closed
63
Calls
$2.28B
Puts
$4.31B
Net Calls
-$2.03B
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
276
Cascade Financial Partners
California
$321K -$8.23K -150 -3%
WS
277
Wedbush Securities
California
$321K +$29.3K +533 +10%
FFA
278
Farther Finance Advisors
California
$319K +$55 +1 +0%
MTC
279
McDaniel Terry & Co
Texas
$319K
OMC
280
Old Mission Capital
Illinois
$318K -$358K -6,521 -54%
TFA
281
Tranquilli Financial Advisor
New Jersey
$312K +$303K +5,521 New
MWM
282
Meridian Wealth Management
Kentucky
$312K -$8.95K -163 -3%
FAM
283
Formidable Asset Management
Ohio
$311K
GC
284
Grimes & Company
Massachusetts
$309K +$329 +6 +0.1%
SMH
285
Sanders Morris Harris
Texas
$308K
Kovitz Investment Group Partners
286
Kovitz Investment Group Partners
Illinois
$304K +$303K +5,523 New
BPA
287
Beacon Pointe Advisors
California
$302K +$293K +5,333 New
CWA
288
CM Wealth Advisors
Ohio
$299K
KWM
289
Kingsview Wealth Management
Oregon
$296K
Jones Financial Companies
290
Jones Financial Companies
Missouri
$294K +$220K +4,010 +321%
PA
291
Parallel Advisors
California
$294K
LIA
292
LBMC Investment Advisors
Tennessee
$283K
EFMC
293
Empire Financial Management Company
New York
$283K +$274K +5,000 New
P
294
Pitcairn
Pennsylvania
$283K +$274K +5,000 New
SAM
295
Silvercrest Asset Management
New York
$282K +$274K +4,991 New
V
296
ViaWealth
Kansas
$277K -$46.3K -843 -15%
BWM
297
BlackDiamond Wealth Management
New York
$275K -$22.7K -414 -9%
LFAS
298
Level Four Advisory Services
Texas
$267K +$248K +4,521 New
AWA
299
Aaron Wealth Advisors
Illinois
$265K
EH
300
Equitable Holdings
New York
$264K +$256K +4,663 New

KRE Hedge Fund Activity: Q3 2024 in Review

459 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2024, worth a combined $4.04B — up 0.64% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new KRE positions and 63 closed out — a net gain of 25 holders — while 111 added to existing stakes and 155 trimmed.

The largest buyer was Duquesne Family Office, opening a new position worth an estimated $113M. The largest seller was Bank of America, cutting an estimated $150M.

  • 459 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $4.04B of State Street SPDR S&P Regional Banking ETF stock for Q3 2024, up 0.64% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2024 and 63 closed out, a net change of +25 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2024 was Duquesne Family Office, an estimated $113M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2024 was Bank of America, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2024.