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State Street SPDR S&P Regional Banking ETF

452 hedge funds and large institutions have $3.26B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 171 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 126.04%125.62% (-0.41%)

6% less funds holding

Funds holding: 480452 (-28)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less capital invested

Capital invested by funds: $3.72B → $3.26B (-$455M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 171

51% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $2.74B

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
7.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
73
Increased
121
Reduced
171
Closed
94
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
351
Winch Advisory Services
Wisconsin
$66K -$2.19K -49 -3%
EL
352
EMFO LLC
Florida
$65.8K
HIA
353
Harbor Investment Advisory
Maryland
$63.1K +$446 +10 +0.7%
DIP
354
DT Investment Partners
Pennsylvania
$58.5K
HIIFS
355
Harel Insurance Investments & Financial Services
Israel
$53K +$56.2K +1,260 New
BCV
356
Banque Cantonale Vaudoise
Switzerland
$51K
WT
357
Whittier Trust
California
$50.2K
CFB
358
Cullen/Frost Bankers
Texas
$48.5K
AA
359
AlphaMark Advisors
Kentucky
$48K -$4.46K -100 -8%
BHWM
360
Beaird Harris Wealth Management
Texas
$47.7K
CSPIA
361
Cary Street Partners Investment Advisory
Virginia
$47.3K
HCM
362
Highlander Capital Management
New Jersey
$46K -$17.8K -400 -27%
GWSG
363
GPS Wealth Strategies Group
Colorado
$45K -$60.5K -1,357 -56%
AAG
364
Armstrong Advisory Group
Massachusetts
$44.4K
TLA
365
Tanglewood Legacy Advisors
Texas
$41.8K
VCM
366
Versant Capital Management
Arizona
$41.8K
S
367
SignatureFD
Georgia
$41.5K -$45K -1,009 -50%
RIA
368
Realta Investment Advisors
Delaware
$40.7K -$12.3K -275 -22%
BLC
369
Brown, Lisle/Cummings
Rhode Island
$37.6K
WPWM
370
Western Pacific Wealth Management
Illinois
$37.6K
MHR
371
Matthew Hamilton Rosenberg
$34.3K
IA
372
IFP Advisors
Florida
$33.2K -$263K -5,908 -88%
TWM
373
Tradition Wealth Management
Minnesota
$33K +$2.41K +54 +7%
Simplex Trading
374
Simplex Trading
Illinois
$33K +$35.9K +805 New
JWA
375
JFS Wealth Advisors
Pennsylvania
$32.4K +$3.83K +86 +12%

KRE Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2023, worth a combined $3.26B — down 12% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of KRE and 73 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 121 added.

The largest buyer was Citigroup, adding an estimated $143M. The largest seller was UBS Group, cutting an estimated $154M.

  • 452 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2023, down from 480 in Q2 2023.
  • Funds reported $3.26B of State Street SPDR S&P Regional Banking ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2023 and 94 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2023 was Citigroup, an estimated $143M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2023 was UBS Group, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2023.