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SPDR S&P Regional Banking ETF

434 hedge funds and large institutions have $4.01B invested in SPDR S&P Regional Banking ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
-32
Holders Change %
-6.87%
% of All Funds
6.31%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
54
Increased
126
Reduced
156
Closed
79
Calls
$1.63B
Puts
$3.47B
Net Calls
-$1.84B
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
301
Baird Financial Group
Wisconsin
$219K -$105K -2,133 -32%
LC
302
LCNB Corp
Ohio
$219K
JGUA
303
John G. Ullman & Associates
New York
$211K
SWA
304
SOA Wealth Advisors
New York
$211K +$49 +1 +0%
MMA
305
Miracle Mile Advisors
California
$210K +$210K +4,282 New
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$209K +$209K +4,272 New
PCA
307
Pallas Capital Advisors
Massachusetts
$207K -$148K -2,660 -42%
NFG
308
Nations Financial Group
Iowa
$203K -$14.7K -300 -7%
GM
309
GeoWealth Management
Illinois
$203K +$98 +2 +0%
TCOT
310
Trust Company of Toledo
Ohio
$202K
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$196K +$196K +4,000 New
EWP
312
Elevation Wealth Partners
California
$194K -$122K -2,485 -39%
MWM
313
MGB Wealth Management
Texas
$176K -$43K -825 -20%
HI
314
Harbour Investments
Wisconsin
$176K -$20.7K -422 -11%
TFA
315
Toth Financial Advisory
Virginia
$174K +$21.3K +434 +14%
CA
316
Clearstead Advisors
Ohio
$164K -$3.83K -78 -2%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$164K -$77.9K -1,586 -32%
AGWCA
318
Annis Gardner Whiting Capital Advisors
Florida
$160K
CIAS
319
Capital Investment Advisory Services
North Carolina
$157K -$54.5K -1,110 -26%
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$156K +$126K +2,567 +428%
CPA
321
Cardiff Park Advisors
California
$153K +$1.28K +26 +0.8%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$148K -$50.2K -1,024 -25%
JPWM
323
Jamison Private Wealth Management
Georgia
$142K +$1.13K +23 +0.8%
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$135K -$19.6K -400 -13%
William Blair & Company
325
William Blair & Company
Illinois
$134K -$22.1K -450 -14%