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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
MFA
526
Morling Financial Advisors
California
-$25.2K -616 Closed
FCG
527
Financial Connections Group
California
-$10K -250 Closed
CFFP
528
Center for Financial Planning
Michigan
-$8.57K -210 Closed
SHIM
529
Stone House Investment Management
Pennsylvania
-$8.57K -210 Closed
GGI
530
Godsey & Gibb Inc
Virginia
-$7.11K -174 Closed
SF
531
Safeguard Financial
Wisconsin
-$6K -156 Closed
EWM
532
Evermay Wealth Management
Virginia
-$6.33K -155 Closed
PMFA
533
Plante Moran Financial Advisors
Michigan
-$5.92K -145 Closed
CB
534
Centennial Bank
Arkansas
-$5.76K -143 Closed
LWA
535
Lowe Wealth Advisors
Maryland
-$4.9K -120 Closed
FMTCOCP
536
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$4K -108 Closed
BAM
537
Byrne Asset Management
New Jersey
-$4K -100 Closed
IGWM
538
ICA Group Wealth Management
Colorado
-$4.08K -100 Closed
SMA
539
Sage Mountain Advisors
Georgia
-$3.27K -80 Closed
PPC
540
Park Place Capital
Alabama
-$3.25K -79 Closed
PK
541
Pflug Koory
Nebraska
-$2.41K -59 Closed
SIS
542
Sound Income Strategies
Florida
-$2.04K -50 Closed
CA
543
Crewe Advisors
Utah
-$1.39K -34 Closed
HFS
544
Hantz Financial Services
Michigan
-$1K -25 Closed
NMG
545
New Millennium Group
Utah
-$41 -1 Closed

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.