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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 %
TFCP
326
Twin Focus Capital Partners
Massachusetts
$204K +$204K +5,000 New
NC
327
Nixon Capital
Texas
$204K +$204K +5,000 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K +$8.17K +200 +4%
PCM
329
Parsons Capital Management
Rhode Island
$202K -$2.04K -50 -1%
ACM
330
Ategra Capital Management
Virginia
$202K -$401K -9,831 -67%
VFA
331
Valeo Financial Advisors
Indiana
$202K -$42.9K -1,050 -18%
BAM
332
Belpointe Asset Management
Nevada
$201K -$622K -15,245 -76%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$191K +$41 +1 +0%
WAG
334
Windsor Advisory Group
Ohio
$189K
FA
335
Faithward Advisors
Pennsylvania
$183K -$14.9K -311 -8%
BCWM
336
Bartlett & Co Wealth Management
Ohio
$180K -$10.2K -249 -5%
BC
337
Bartlett & Co
Ohio
$180K -$10.1K -249 -5%
CFGS
338
Concourse Financial Group Securities
Alabama
$178K +$154K +3,777 +650%
SWA
339
SOA Wealth Advisors
New York
$175K +$98K +2,401 +127%
AF
340
Allworth Financial
California
$172K +$166K +4,066 +2,711%
CSWM
341
Cassady Schiller Wealth Management
Ohio
$164K
CP
342
Castleview Partners
Texas
$163K +$163K +4,000 New
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$150K +$66.7K +1,636 +80%
HWM
344
HighMark Wealth Management
Minnesota
$146K -$12.5K -306 -8%
OHWP
345
Oak Harbor Wealth Partners
North Carolina
$143K +$122K +3,000 +600%
Bessemer Group
346
Bessemer Group
New Jersey
$138K +$39.6K +975 +40%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$130K -$21.3K -521 -14%
CTC
348
Central Trust Company
Missouri
$126K
CPA
349
Cardiff Park Advisors
California
$123K +$1.18K +29 +1%
SS
350
Sunbelt Securities
Texas
$112K +$17.1K +418 +18%