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State Street SPDR S&P Regional Banking ETF

459 hedge funds and large institutions have $4.04B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 111 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 63

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

5% more funds holding

Funds holding: 438459 (+21)

1% more capital invested

Capital invested by funds: $4.01B → $4.04B (+$25.9M)

28% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 155

41.58% less ownership

Funds ownership: 157.68%116.1% (-42%)

47% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $4.31B

Holders
459
Holders Change
+21
Holders Change %
+4.79%
% of All Funds
6.59%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
88
Increased
111
Reduced
155
Closed
63
Calls
$2.28B
Puts
$4.31B
Net Calls
-$2.03B
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
326
KMG Fiduciary Partners
Ohio
$219K -$43.9K -800 -17%
GM
327
GeoWealth Management
Illinois
$217K -$16.5K -300 -7%
KWM
328
Kolinsky Wealth Management
New Jersey
$215K +$209K +3,807 New
CPSC
329
Carl P. Sherr & Co
Massachusetts
$211K +$204K +3,722 New
SPC
330
Sigma Planning Corp
Michigan
$211K +$204K +3,721 New
KPWS
331
Kestra Private Wealth Services
Texas
$208K +$202K +3,682 New
CC
332
Courier Capital
New York
$208K +$201K +3,668 New
FCI
333
Financial Counselors Inc
Kansas
$207K +$200K +3,650 New
Neuberger Berman Group
334
Neuberger Berman Group
New York
$207K +$200K +3,650 New
TFCP
335
Twin Focus Capital Partners
Massachusetts
$204K +$198K +3,600 New
PCMC
336
Private Capital Management (Colorado)
Colorado
$202K -$59.7K -1,088 -23%
YIH
337
Y-Intercept (HK)
Hong Kong
$202K -$297K -5,409 -60%
NLP
338
Next Level Private
New York
$201K +$195K +3,556 New
DAS
339
Diversify Advisory Services
Utah
$200K +$188K +3,418 New
William Blair & Company
340
William Blair & Company
Illinois
$195K +$39K +710 +26%
MWM
341
MGB Wealth Management
Texas
$191K
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$179K
CPA
343
Cardiff Park Advisors
California
$178K +$1.15K +21 +0.7%
AGWCA
344
Annis Gardner Whiting Capital Advisors
Florida
$170K -$14K -255 -8%
WI
345
Wintrust Investments
Illinois
$157K -$1.47M -26,690 -91%
SS
346
Sunbelt Securities
Texas
$155K +$3.9K +71 +3%
JPWM
347
Jamison Private Wealth Management
Georgia
$154K -$9.5K -173 -6%
PCWA
348
Pacific Capital Wealth Advisors
California
$151K
MM
349
Main Management
California
$149K -$35.5M -647,132 -100%
RFA
350
Register Financial Advisors
Georgia
$148K +$274 +5 +0.2%

KRE Hedge Fund Activity: Q3 2024 in Review

459 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2024, worth a combined $4.04B — up 0.64% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new KRE positions and 63 closed out — a net gain of 25 holders — while 111 added to existing stakes and 155 trimmed.

The largest buyer was Duquesne Family Office, opening a new position worth an estimated $113M. The largest seller was Bank of America, cutting an estimated $150M.

  • 459 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2024, up from 438 in Q2 2024.
  • Funds reported $4.04B of State Street SPDR S&P Regional Banking ETF stock for Q3 2024, up 0.64% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2024 and 63 closed out, a net change of +25 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2024 was Duquesne Family Office, an estimated $113M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2024 was Bank of America, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2024.