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SPDR S&P Regional Banking ETF

476 hedge funds and large institutions have $3.71B invested in SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 161 increasing their positions, 132 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-8
Holders Change %
-1.65%
% of All Funds
7.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
113
Increased
161
Reduced
132
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
301
Capital Analysts LLC
Pennsylvania
$248K +$248K +6,086 New
KWM
302
Kingsview Wealth Management
Oregon
$247K +$247K +6,052 New
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$247K +$247K +6,050 New
SFI
304
SPC Financial Inc
Maryland
$246K +$246K +6,020 New
LSA
305
Lion Street Advisors
Texas
$245K +$245K +3,459 New
FB
306
First Bancorp
Maine
$243K
CCB
307
Country Club Bank
Missouri
$241K -$126K -3,050 -34%
BCP
308
Blue Chip Partners
Michigan
$240K +$240K +5,890 New
SWM
309
Spire Wealth Management
Virginia
$240K +$32.3K +792 +16%
IF
310
Intrua Financial
Texas
$240K -$11.5K -281 -5%
CIAS
311
Capital Investment Advisory Services
North Carolina
$236K +$236K +5,776 New
SAM
312
Silvercrest Asset Management
New York
$235K +$235K +5,745 New
PA
313
Prossimo Advisors
California
$230K +$230K +5,630 New
SPC
314
Sigma Planning Corp
Michigan
$229K -$1.52M -37,129 -87%
SAG
315
SageView Advisory Group
California
$227K +$227K +5,558 New
PA
316
Parallel Advisors
California
$225K -$55.8K -1,367 -20%
FAM
317
Formidable Asset Management
Ohio
$225K
GAM
318
GEM Asset Management
Michigan
$224K -$28.9K -707 -11%
KFP
319
KMG Fiduciary Partners
Ohio
$219K -$30.7K -753 -12%
BOS
320
Bank of Stockton
California
$214K +$214K +5,233 New
FWP
321
FAS Wealth Partners
Kansas
$213K +$213K +5,220 New
BBPWM
322
Blue Bell Private Wealth Management
Pennsylvania
$213K -$74.5K -1,825 -26%
NSIM
323
North Star Investment Management
Illinois
$213K +$82.1K +2,010 +63%
FC
324
Fusion Capital
South Carolina
$209K -$2.25K -55 -1%
FHA
325
Flagship Harbor Advisors
Massachusetts
$207K -$29.6K -724 -12%