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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 %
BWA
426
BDO Wealth Advisors
Florida
$9.8K
CIA
427
Cape Investment Advisory
Georgia
$9.77K +$82 +2 +0.8%
SWM
428
Sanctuary Wealth Management
Idaho
$9.39K +$9.39K +230 New
NRC
429
New Republic Capital
North Carolina
$9.27K -$12.2K -300 -57%
CFFP
430
Center for Financial Planning
Michigan
$8.58K
SHIM
431
Stone House Investment Management
Pennsylvania
$8.57K
FPFS
432
First Personal Financial Services
North Carolina
$8.35K +$1.43K +35 +21%
TH
433
TCTC Holdings
Texas
$8.17K
PA
434
PSI Advisors
Florida
$8.17K +$7.55K +185 +1,233%
ACA
435
Aptus Capital Advisors
Alabama
$7.8K -$2.12K -52 -21%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$7.15K -$9.19K -225 -56%
GGI
437
Godsey & Gibb Inc
Virginia
$7.11K
KFI
438
Key Financial Inc
Pennsylvania
$7.02K
DAC
439
Dividend Assets Capital
South Carolina
$7K
TAM
440
Tucker Asset Management
Colorado
$6.45K -$11.8K -289 -65%
EWM
441
Evermay Wealth Management
Virginia
$6.33K
SF
442
Safeguard Financial
Wisconsin
$6K +$6K +156 New
PMFA
443
Plante Moran Financial Advisors
Michigan
$5.92K +$5.92K +145 New
CB
444
Centennial Bank
Arkansas
$5.76K +$5.76K +143 New
CWP
445
Concord Wealth Partners
Virginia
$5.72K +$5.72K +140 New
ADL
446
Asset Dedication LLC
California
$5K +$5K +130 New
LWA
447
Lowe Wealth Advisors
Maryland
$4.9K +$4.9K +120 New
RG
448
Retirement Group
California
$4.35K +$41 +1 +1%
FFL
449
Financial Freedom LLC
Ohio
$4.12K +$4.12K +101 New
SCA
450
Stonebridge Capital Advisors
Minnesota
$4.08K -$76.4K -1,872 -95%