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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
376
Tradition Wealth Management
Minnesota
$24K +$123 +2 +0.5%
AA
377
Addison Advisors
Vermont
$23.8K -$10.8K -175 -30%
AIM
378
Anchor Investment Management
South Carolina
$23.5K
BFO
379
Biltmore Family Office
North Carolina
$23.5K
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$23.5K
LC
381
Lindbrook Capital
California
$23K -$14.4K -234 -37%
ATC
382
Adirondack Trust Company
New York
$22K
ICM
383
Islay Capital Management
Texas
$20.6K
MA
384
MCF Advisors
Kentucky
$19.8K +$123 +2 +0.6%
AWM
385
Accurate Wealth Management
Florida
$18.1K +$18.7K +304 New
NFSG
386
Newbridge Financial Services Group
Florida
$18.1K -$800 -13 -4%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$18K -$369 -6 -2%
HIA
388
Harbor Investment Advisory
Maryland
$17.6K
TC
389
Truvestments Capital
Florida
$17.6K
VFM
390
Valley Financial Management
New York
$16.6K +$17.4K +283 New
AA
391
Ancora Advisors
Ohio
$16K
BC
392
Bartlett & Co
Ohio
$16K
BCWM
393
Bartlett & Co Wealth Management
Ohio
$15.6K
LWANC
394
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.6K
BWA
395
BDO Wealth Advisors
Florida
$14.1K -$24.6K -400 -63%
CFFP
396
Center for Financial Planning
Michigan
$12.3K
SIS
397
Sound Income Strategies
Florida
$11.7K
TH
398
TCTC Holdings
Texas
$11.7K
CA
399
Clearstead Advisors
Ohio
$11.7K +$12.3K +200 New
ACA
400
Aptus Capital Advisors
Alabama
$11.2K

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.