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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
CWP
426
Concord Wealth Partners
Virginia
$5.85K
WAM
427
Wolverine Asset Management
Illinois
$5.55K +$5.93K +133 New
ADL
428
Asset Dedication LLC
California
$5K
QCG
429
Quadrant Capital Group
Ohio
$4.59K +$4.91K +110 New
RG
430
Retirement Group
California
$4.49K +$45 +1 +0.9%
NRC
431
New Republic Capital
North Carolina
$4.26K -$5.57K -125 -55%
FFL
432
Financial Freedom LLC
Ohio
$4.25K +$45 +1 +1%
SCA
433
Stonebridge Capital Advisors
Minnesota
$4.18K
RL
434
Rogco LP
Oklahoma
$4.18K +$4.46K +100 New
TFGT
435
TS Financial Group (TSFG)
Illinois
$4K
BWP
436
Baldwin Wealth Partners
Massachusetts
$3.17K
MWM
437
Mascoma Wealth Management
New Hampshire
$3.17K +$3.39K +76 New
SIC
438
SJS Investment Consulting
Ohio
$2.51K -$892 -20 -25%
TFA
439
Transamerica Financial Advisors
Florida
$2K
BWL
440
Bogart Wealth LLC
Virginia
$1.92K -$13.4K -300 -87%
WWM
441
Wolff Wiese Magana
California
$1.67K
PGAM
442
Princeton Global Asset Management
New Jersey
$1.51K
CFGS
443
Concourse Financial Group Securities
Alabama
$1.25K -$193K -4,328 -99%
GFPC
444
Global Financial Private Client
Florida
$937
AllianceBernstein
445
AllianceBernstein
Tennessee
$835 +$892 +20 New
GI
446
Gradient Investments
Minnesota
$752
GCS
447
Gordian Capital (Singapore)
Singapore
$375
DFA
448
DHJJ Financial Advisors
Illinois
$251 +$268 +6 New
SFA
449
Semmax Financial Advisors
North Carolina
$249 +$268 +6 New
RCM
450
Raleigh Capital Management
North Carolina
$45

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.