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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
GEA
401
Glen Eagle Advisors
New Jersey
$12.9K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$12.5K -$6.69K -150 -33%
OIA
403
Optimum Investment Advisors
Illinois
$12.1K
VWM
404
Valley Wealth Managers
New Jersey
$11.9K +$12.7K +285 New
ATC
405
Adirondack Trust Company
New York
$11.5K
LFA
406
Legend Financial Advisors
Pennsylvania
$10.9K -$9.28K -208 -44%
AA
407
Addison Advisors
Vermont
$10.9K
LC
408
Lindbrook Capital
California
$10.8K
DJSG
409
D.J. St. Germain
Massachusetts
$10.4K
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.4K
CIA
411
Cape Investment Advisory
Georgia
$10.1K +$134 +3 +1%
PWMG
412
Provence Wealth Management Group
California
$9.61K +$10.3K +230 New
SWM
413
Sanctuary Wealth Management
Idaho
$9.61K
FPFS
414
First Personal Financial Services
North Carolina
$8.55K
HWP
415
Highline Wealth Partners
California
$8.39K -$13.3K -299 -60%
BMCM
416
Black Maple Capital Management
Wisconsin
$8.35K -$26.8K -600 -75%
PA
417
PSI Advisors
Florida
$8.35K
ACA
418
Aptus Capital Advisors
Alabama
$7.98K
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$7.31K
KFI
420
Key Financial Inc
Pennsylvania
$7.18K
DAC
421
Dividend Assets Capital
South Carolina
$7K
HB
422
Horizon Bancorp
Indiana
$7K +$7.85K +176 New
CBT
423
CoreFirst Bank & Trust
Kansas
$6.93K +$7.4K +166 New
TAM
424
Tucker Asset Management
Colorado
$6.6K
BBHC
425
Brown Brothers Harriman & Co
New York
$5.97K +$6.38K +143 New

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.