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State Street SPDR S&P Regional Banking ETF

551 hedge funds and large institutions have $4.74B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 157 increasing their positions, 147 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 51

20% more funds holding

Funds holding: 459551 (+92)

17% more capital invested

Capital invested by funds: $4.04B → $4.74B (+$700M)

7% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 147

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

29.5% less ownership

Funds ownership: 116.1%86.6% (-30%)

57% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $4.66B

Holders
551
Holders Change
+92
Holders Change %
+20.04%
% of All Funds
7.26%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
151
Increased
157
Reduced
147
Closed
51
Calls
$1.98B
Puts
$4.66B
Net Calls
-$2.68B
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Sage Capital Management
New Jersey
$498K -$1.55K -25 -0.3%
MWP
277
Meriwether Wealth & Planning
Louisiana
$496K +$510K +8,218 New
AF
278
Apexium Financial
Texas
$485K +$2.48K +40 +0.5%
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$484K +$497K +8,017 New
FPW
280
Flagship Private Wealth
Massachusetts
$483K +$497K +8,007 New
CFG
281
Carr Financial Group
Massachusetts
$483K +$496K +8,000 New
IA
282
Integrity Alliance
Iowa
$479K +$492K +7,930 New
Envestnet Portfolio Solutions
283
Envestnet Portfolio Solutions
Illinois
$478K -$503K -8,108 -51%
GIM
284
Grassi Investment Management
California
$471K -$1.51M -24,295 -76%
Comerica Bank
285
Comerica Bank
Texas
$463K +$49.6K +800 +12%
SWM
286
SeaCrest Wealth Management
New York
$457K -$6.33K -102 -1%
DA
287
Detalus Advisors
Missouri
$447K
PFA
288
Pinnacle Family Advisors
Missouri
$444K +$3.41K +55 +0.8%
HA
289
Hamel Associates
New Jersey
$438K
AAS
290
Avantax Advisory Services
Texas
$436K -$100K -1,612 -18%
GAG
291
GM Advisory Group
New York
$435K +$27.9K +450 +7%
BBNA
292
Bremer Bank National Association
Minnesota
$432K -$15.2M -244,678 -97%
WFL
293
Wealth Forward LLC
North Dakota
$430K -$49.6K -800 -10%
Northern Trust
294
Northern Trust
Illinois
$428K
BFM
295
Boothbay Fund Management
New York
$422K -$1.22M -19,605 -74%
Fidelity Investments
296
Fidelity Investments
Massachusetts
$421K -$86.3K -1,392 -17%
WA
297
WESPAC Advisors
California
$418K +$430K +6,933 New
KAM
298
Kazazian Asset Management
Florida
$413K +$424K +6,845 New
CIS
299
Custom Index Systems
New York
$412K +$424K +6,835 New
FTS
300
Fifth Third Securities
Ohio
$411K -$46K -741 -10%