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State Street SPDR S&P Regional Banking ETF
KRE

551 hedge funds and large institutions have $4.74B invested in State Street SPDR S&P Regional Banking ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 157 increasing their positions, 147 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 51

20% more funds holding

Funds holding: 459 → 551 (+92)

17% more capital invested

Capital invested by funds: $4.04B → $4.74B (+$700M)

7% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 147

25% less funds holding in top 10

Funds holding in top 10: 16 → 12 (-4)

29.5% less ownership

Funds ownership: 116.1% → 86.6% (-30%)

57% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $4.66B

Holders
551
Holders Change
+92
Holders Change %
+20.04%
% of All Funds
7.26%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
151
Increased
157
Reduced
147
Closed
51
Calls
$1.98B
Puts
$4.66B
Net Calls
-$2.68B
Net Calls Change
-$647M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$218M
2
Morgan Stanley
Morgan Stanley
New York
+$121M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$112M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$110M
5
MMEA
Main Management ETF Advisors
California
+$59.9M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$213M
2
Goldman Sachs
Goldman Sachs
New York
-$138M
3
UBS Group
UBS Group
Switzerland
-$127M
4
DFO
Duquesne Family Office
New York
-$93M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$69.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$201K -$271K -4,370 -57%
MWM
402
MGB Wealth Management
Texas
$198K -$5.89K -95 -3%
MMCM
403
Murphy & Mullick Capital Management
New York
$198K +$204K +3,286 New
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$191K – – –
CPA
405
Cardiff Park Advisors
California
$191K +$1.36K +22 +0.7%
CBT
406
Crews Bank & Trust
Florida
$188K +$193K +3,110 New
NSIM
407
North Star Investment Management
Illinois
$188K -$6.19M -99,886 -97%
AGWCA
408
Annis Gardner Whiting Capital Advisors
Florida
$181K – – –
VNA
409
Valley National Advisers
Pennsylvania
$179K +$107K +1,718 +136%
AWM
410
AE Wealth Management
Kansas
$177K +$182K +2,930 New
PCWA
411
Pacific Capital Wealth Advisors
California
$161K – – –
AWM
412
Avior Wealth Management
Nebraska
$158K – – –
RFA
413
Register Financial Advisors
Georgia
$155K -$3.16K -51 -2%
ATC
414
Advantage Trust Company
Kansas
$151K – – –
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$148K – – –
HPC
416
HM Payson & Co
Maine
$139K – – –
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$129K +$48.6K +784 +58%
HCM
418
Horrell Capital Management
Arkansas
$129K +$133K +2,137 New
SWA
419
SOA Wealth Advisors
New York
$127K -$120K -1,930 -48%
SFGP
420
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$127K +$130K +2,104 New
CIAS
421
Capital Investment Advisory Services
North Carolina
$121K – – –
MTIC
422
Missouri Trust & Investment Company
Missouri
$116K -$16.7K -270 -12%
CTC
423
Central Trust Company
Missouri
$116K +$26.5K +428 +29%
KFI
424
Key Financial Inc
Pennsylvania
$116K +$3.41K +55 +3%
WPWM
425
Western Pacific Wealth Management
Illinois
$112K – – –
15 16
17
18 19

KRE Hedge Fund Activity: Q4 2024 in Review

551 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2024, worth a combined $4.74B — up 17% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new KRE positions and 51 closed out — a net gain of 100 holders — while 157 added to existing stakes and 147 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $213M.

  • 551 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2024, up from 459 in Q3 2024.
  • Funds reported $4.74B of State Street SPDR S&P Regional Banking ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 151 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2024 and 51 closed out, a net change of +100 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $218M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.