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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 %
LWP
401
Lumature Wealth Partners
Georgia
$24.5K +$24.5K +600 New
BG
402
Bollard Group
Massachusetts
$24K +$244 +6 +1%
WTC
403
WhitTier Trust Company
Nevada
$23.1K +$23.1K +567 New
AAP
404
Arax Advisory Partners
Colorado
$21.6K -$5.8K -142 -21%
LSA
405
Lansing Street Advisors
Pennsylvania
$20.5K
ME
406
McIlrath & Eck
Washington
$20.5K -$6.94K -170 -25%
HWP
407
Highline Wealth Partners
California
$20.4K
LFA
408
Legend Financial Advisors
Pennsylvania
$19.2K -$162K -3,954 -89%
GTAM
409
Global Trust Asset Management
Florida
$19.1K
HCM
410
Hollencrest Capital Management
California
$18.4K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$18.4K +$6.13K +150 +50%
BCMLT
412
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.6K
EC
413
Elequin Capital
New York
$14.9K -$10K -246 -40%
CTWM
414
Cherry Tree Wealth Management
Minnesota
$14.7K +$14.7K +360 New
ICM
415
Islay Capital Management
Texas
$14.3K
BWL
416
Bogart Wealth LLC
Virginia
$14.1K +$4.08K +100 +41%
TC
417
Tacita Capital
Ontario, Canada
$14K +$14K +340 New
ATC
418
Adirondack Trust Company
New York
$13.4K -$4.87K -100 -27%
GEA
419
Glen Eagle Advisors
New Jersey
$12.7K -$4.17K -102 -25%
OIA
420
Optimum Investment Advisors
Illinois
$11.8K -$81.7K -2,000 -87%
AA
421
Addison Advisors
Vermont
$10.6K
LC
422
Lindbrook Capital
California
$10.5K
DJSG
423
D.J. St. Germain
Massachusetts
$10.2K +$10.2K +250 New
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K
FCG
425
Financial Connections Group
California
$10K