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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
NFP
301
Narus Financial Partners
Utah
$409K +$420K +6,775 New
TFA
302
Toth Financial Advisory
Virginia
$404K +$151K +2,430 +57%
CGA
303
Crescent Grove Advisors
Illinois
$402K -$48.1K -776 -10%
RWP
304
RWA Wealth Partners
Massachusetts
$397K
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$397K +$65.2K +1,051 +19%
BPA
306
Beacon Pointe Advisors
California
$389K +$69K +1,113 +21%
M&T Bank
307
M&T Bank
New York
$386K +$396K +6,391 New
MWP
308
Madison Wealth Partners
Wisconsin
$385K +$124 +2 +0%
PIA
309
Perennial Investment Advisors
California
$381K
DWP
310
Daymark Wealth Partners
Ohio
$380K +$391K +6,304 New
LSA
311
Lansing Street Advisors
Pennsylvania
$380K +$390K +6,296 New
SPC
312
Sigma Planning Corp
Michigan
$379K +$159K +2,562 +69%
CAL
313
Capital Analysts LLC
Pennsylvania
$378K +$2.42K +39 +0.6%
GPA
314
Guerra Pan Advisors
New Jersey
$375K +$386K +6,219 New
FB
315
First Bancorp
Maine
$374K
SIC
316
Samalin Investment Counsel
New York
$374K +$2.23K +36 +0.6%
AWM
317
Accel Wealth Management
Iowa
$370K +$380K +6,129 New
RPCONE
318
Retirement Planning Company of New England
Rhode Island
$369K +$1.05K +17 +0.3%
SB
319
Simmons Bank
Arkansas
$368K +$620 +10 +0.2%
MIC
320
Maxi Investments CY
Cyprus
$365K +$375K +6,050 New
PS
321
Principal Securities
Iowa
$364K +$17.7K +285 +5%
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$364K
EWA
323
Evolution Wealth Advisors
Florida
$362K
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$358K
KW
325
KWB Wealth
California
$357K -$149K -2,405 -28%