We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthSource Partners
California
-$268K -4,554 Closed
AWM
477
Avaii Wealth Management
Wisconsin
-$257K -4,369 Closed
MOS
478
MGO One Seven
Ohio
-$243 -4,143 Closed
WWM
479
Western Wealth Management
Colorado
-$242K -4,103 Closed
SRAM
480
Spouting Rock Asset Management
Pennsylvania
-$240K -4,079 Closed
CL
481
COWA LLC
Oklahoma
-$227K -3,859 Closed
BOPW
482
Brandywine Oak Private Wealth
Pennsylvania
-$211K -3,600 Closed
PHS
483
Pekin Hardy Strauss
Illinois
-$211K -3,580 Closed
VC
484
Vicus Capital
Pennsylvania
-$209K -3,545 Closed
Bank of New York Mellon
485
Bank of New York Mellon
New York
-$206K -3,486 Closed
MSFS
486
Main Street Financial Solutions
Pennsylvania
-$201K -3,414 Closed
Comerica Bank
487
Comerica Bank
Texas
-$204K -3,316 Closed
GWSG
488
GPS Wealth Strategies Group
Colorado
-$139K -2,367 Closed
Bank Julius Baer & Co
489
Bank Julius Baer & Co
Switzerland
-$87K -1,476 Closed
SWM
490
Selective Wealth Management
Virginia
-$82K -1,400 Closed
NSIM
491
North Star Investment Management
Illinois
-$59K -1,000 Closed
EC
492
EdgeRock Capital
Colorado
-$34K -580 Closed
CH
493
Canton Hathaway
Rhode Island
-$25K -427 Closed
HI
494
Hudock Inc
Pennsylvania
-$16K -275 Closed
MCM
495
McMillion Capital Management
North Carolina
-$12K -196 Closed
AIP
496
Almanack Investment Partners
Pennsylvania
-$9K -158 Closed
RBA
497
Richard Bernstein Advisors
New York
-$6K -110 Closed
AIM
498
Axiom Investment Management
New York
-$6K -100 Closed
BSB
499
Bangor Savings Bank
Maine
-$4K -75 Closed
IAIM
500
Industrial Alliance Investment Management
Quebec, Canada
-$4K -60 Closed

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.