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SPDR S&P Regional Banking ETF

495 hedge funds and large institutions have $5.21B invested in SPDR S&P Regional Banking ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

38% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 115

50% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $3.68B

Holders
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.84B
Puts
$3.68B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
301
Grimes & Company
Massachusetts
$311K
SMH
302
Sanders Morris Harris
Texas
$307K
HPBT
303
Hickory Point Bank & Trust
Illinois
$305K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$305K
Focus Partners Wealth
305
Focus Partners Wealth
Massachusetts
$302K
FHA
306
Flagship Harbor Advisors
Massachusetts
$301K
AWM
307
Apollon Wealth Management
South Carolina
$296K
CW
308
CreativeOne Wealth
Kansas
$290K
SB
309
Simmons Bank
Arkansas
$290K
SCM
310
Stevens Capital Management
Pennsylvania
$289K
VNA
311
Valley National Advisers
Pennsylvania
$286K
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$284K
LIA
313
LBMC Investment Advisors
Tennessee
$284K
VSI
314
Verde Servicos Internacionais
Brazil
$284K
CWA
315
CM Wealth Advisors
Ohio
$277K
KIA
316
KCM Investment Advisors
California
$276K
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$273K
NFG
318
Nations Financial Group
Iowa
$273K
NW
319
NewEdge Wealth
Pennsylvania
$273K
KWM
320
Kingsview Wealth Management
Oregon
$269K
BCP
321
Berkeley Capital Partners
Georgia
$269K
AWA
322
Aaron Wealth Advisors
Illinois
$267K
MMA
323
Miracle Mile Advisors
California
$261K
EIA
324
Eldridge Investment Advisors
New Hampshire
$260K
SIS
325
Sound Income Strategies
Florida
$249K