We are live on ! Find out more
KRE icon

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
MC
301
Moors & Cabot
Massachusetts
$224K -$65K -1,457 -21%
NFG
302
Nations Financial Group
Iowa
$219K -$40.6K -911 -15%
AAS
303
Ameritas Advisory Services
Nebraska
$219K +$235K +5,274 New
NSIM
304
North Star Investment Management
Illinois
$218K +$401 +9 +0.2%
EA
305
Eudaimonia Advisors
Tennessee
$217K +$232K +5,194 New
RWP
306
RWA Wealth Partners
Massachusetts
$217K +$232K +5,192 New
FC
307
Fusion Capital
South Carolina
$215K +$847 +19 +0.4%
WCM
308
Washburn Capital Management
Florida
$212K +$226K +5,070 New
GT
309
Glenmede Trust
Pennsylvania
$210K +$132K +2,960 +143%
GC
310
Grimes & Company
Massachusetts
$209K -$312K -7,006 -58%
TFCP
311
Twin Focus Capital Partners
Massachusetts
$209K
EFMC
312
Empire Financial Management Company
New York
$209K +$223K +5,000 New
WAM
313
Warberg Asset Management
Illinois
$209K +$223K +5,000 New
MWM
314
Meridian Wealth Management
Kentucky
$208K +$223K +4,991 New
PA
315
Parallel Advisors
California
$206K -$25.9K -580 -11%
WJA
316
Willis Johnson & Associates
Texas
$205K +$219K +4,911 New
TFS
317
Thoroughbred Financial Services
Tennessee
$205K +$220K +4,923 New
CCFM
318
Clear Creek Financial Management
Washington
$204K +$217K +4,874 New
CWS
319
Confluence Wealth Services
Pennsylvania
$201K -$71.6K -1,605 -25%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$12.7K -285 -6%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$193K -$2.59K -58 -1%
WAG
322
Windsor Advisory Group
Ohio
$193K
SWA
323
SOA Wealth Advisors
New York
$179K +$45 +1 +0%
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$173K -$47.5K -1,065 -20%
William Blair & Company
325
William Blair & Company
Illinois
$173K -$97.2K -2,179 -34%

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.