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State Street SPDR S&P Regional Banking ETF

438 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 158 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.23% more ownership

Funds ownership: 135.45%157.68% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

1% less capital invested

Capital invested by funds: $4.05B → $4.01B (-$35.7M)

7% less funds holding

Funds holding: 471438 (-33)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 158

33% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 81

53% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $3.47B

Holders
438
Holders Change
-33
Holders Change %
-7.01%
% of All Funds
6.33%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
54
Increased
127
Reduced
158
Closed
81
Calls
$1.63B
Puts
$3.47B
Net Calls
-$1.84B
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HighMark Wealth Management
Minnesota
$9.9K +$9.75K +202 New
HCM
402
Hollencrest Capital Management
California
$9.82K
PA
403
PSI Advisors
Florida
$9.82K
ACA
404
Aptus Capital Advisors
Alabama
$9.38K
HB
405
Horizon Bancorp
Indiana
$9K
CSWM
406
Cassady Schiller Wealth Management
Ohio
$8.84K
MG
407
Mather Group
Illinois
$7.83K +$7.53K +156 New
TAM
408
Tucker Asset Management
Colorado
$7.76K
ME
409
McIlrath & Eck
Washington
$7.37K
ADL
410
Asset Dedication LLC
California
$6.38K
FC
411
Fairscale Capital
New Hampshire
$6.17K +$5.31K +110 New
PPA
412
Painted Porch Advisors
California
$6.15K +$6.03K +125 New
QCG
413
Quadrant Capital Group
Ohio
$5.4K -$8.69K -180 -62%
FFL
414
Financial Freedom LLC
Ohio
$5.13K
RL
415
Rogco LP
Oklahoma
$4.91K
GLR
416
Great Lakes Retirement
Ohio
$4.76K +$4.68K +97 New
NRC
417
New Republic Capital
North Carolina
$4.03K
CA
418
CoreCap Advisors
Michigan
$3.88K -$22.6K -469 -86%
PTC
419
Private Trust Company
Ohio
$3.78K
ATC
420
Adirondack Trust Company
New York
$3.68K
CJ
421
Caitlin John
Michigan
$2.55K -$531 -11 -17%
BWL
422
Bogart Wealth LLC
Virginia
$2.26K
TFA
423
Transamerica Financial Advisors
Florida
$2K
CAM
424
Creekmur Asset Management
Illinois
$1.81K
AWM
425
Activest Wealth Management
Florida
$1.67K