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State Street SPDR S&P Regional Banking ETF

438 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.23% more ownership

Funds ownership: 135.45%157.68% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less capital invested

Capital invested by funds: $4.05B → $4.01B (-$35.7M)

7% less funds holding

Funds holding: 471438 (-33)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 158

33% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 81

53% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $3.47B

Holders
438
Holders Change
-33
Holders Change %
-7.01%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
54
Increased
127
Reduced
158
Closed
81
Calls
$1.63B
Puts
$3.47B
Net Calls
-$1.84B
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
326
Jamison Private Wealth Management
Georgia
$142K +$1.11K +23 +0.8%
BBPWM
327
Blue Bell Private Wealth Management
Pennsylvania
$135K -$19.3K -400 -13%
William Blair & Company
328
William Blair & Company
Illinois
$134K -$21.7K -450 -14%
PCWA
329
Pacific Capital Wealth Advisors
California
$131K +$129K +2,672 New
SS
330
Sunbelt Securities
Texas
$131K -$47.7K -988 -27%
AWM
331
Avior Wealth Management
Nebraska
$129K +$13K +269 +11%
NA
332
NewEdge Advisors
Louisiana
$129K -$65.9K -1,366 -34%
RFA
333
Register Financial Advisors
Georgia
$128K -$4.34K -90 -3%
MTIC
334
Missouri Trust & Investment Company
Missouri
$120K -$48.3K -1,000 -29%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$113K
HPC
336
HM Payson & Co
Maine
$113K
BCV
337
Banque Cantonale Vaudoise
Switzerland
$99K -$154K -3,194 -61%
NMM
338
Naples Money Management
Florida
$93.6K +$724 +15 +0.8%
KFI
339
Key Financial Inc
Pennsylvania
$91.3K +$84.9K +1,760 +1,760%
FFA
340
Founders Financial Alliance
North Carolina
$90.8K
WPWM
341
Western Pacific Wealth Management
Illinois
$90.8K
CSB
342
City State Bank
Iowa
$88.4K
TF
343
Tompkins Financial
New York
$88.4K
NRG
344
Nemes Rush Group
Michigan
$87.2K
Franklin Resources
345
Franklin Resources
California
$78.6K +$14.5K +300 +23%
CTC
346
Central Trust Company
Missouri
$73.4K -$4.83K -100 -6%
WPA
347
West Paces Advisors
Georgia
$72.3K
RA
348
Ransom Advisory
Rhode Island
$71.2K
DIP
349
DT Investment Partners
Pennsylvania
$68.7K
VNA
350
Valley National Advisers
Pennsylvania
$62K -$88.3K -1,830 -59%