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State Street SPDR S&P Regional Banking ETF

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: 459551 (+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: 1612 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
426
Sunbelt Securities
Texas
$110K -$57K -919 -34%
FF
427
Friedenthal Financial
New Jersey
$109K -$19.5K -314 -15%
CSB
428
City State Bank
Iowa
$109K
TF
429
Tompkins Financial
New York
$109K
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$108K +$9.8K +158 +10%
AF
431
Allworth Financial
California
$107K +$52.1K +840 +98%
NRG
432
Nemes Rush Group
Michigan
$107K
MAS
433
MPWM Advisory Solutions
Georgia
$102K +$104K +1,684 New
HI
434
Harbour Investments
Wisconsin
$99.3K +$682 +11 +0.7%
HIA
435
Harbor Investment Advisory
Maryland
$90.5K +$31K +500 +50%
RA
436
Ransom Advisory
Rhode Island
$87.5K
WPA
437
West Paces Advisors
Georgia
$86.9K
DIP
438
DT Investment Partners
Pennsylvania
$84.5K
CA
439
Clearstead Advisors
Ohio
$78.8K -$63.7K -1,028 -44%
AAG
440
Armstrong Advisory Group
Massachusetts
$75.2K +$15.8K +255 +26%
BA
441
Bristlecone Advisors
Washington
$73K
FFA
442
Founders Financial Alliance
North Carolina
$72.4K
FDW
443
Fourth Dimension Wealth
Ohio
$70.1K +$72K +1,161 New
CANY
444
Caxton Associates (New York)
New York
$66.9K +$68.8K +1,109 New
NWWA
445
New Wave Wealth Advisors
Arkansas
$66.9K +$68.7K +1,108 New
EW
446
Element Wealth
Mississippi
$64.7K -$6.2K -100 -9%
GT
447
Glenmede Trust
Pennsylvania
$60.4K -$219K -3,525 -78%
VCM
448
Versant Capital Management
Arizona
$60.4K
NFSG
449
Newbridge Financial Services Group
Florida
$60K -$124 -2 -0.2%
JWA
450
JFS Wealth Advisors
Pennsylvania
$57K +$43.8K +706 +295%