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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
DC
51
Davenport & Co
Virginia
$14.9M +$15.3M +246,371 New
Stifel Financial
52
Stifel Financial
Missouri
$14M +$6.18M +99,605 +75%
TAM
53
Tocqueville Asset Management
New York
$13.8M -$10.9K -175 -0.1%
GF
54
Goodman Financial
Texas
$13.8M -$8.89M -143,329 -39%
Parallax Volatility Advisers
55
Parallax Volatility Advisers
California
$13.3M -$69.6M -1,122,258 -84%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$13M -$12.2M -196,022 -48%
Alyeska Investment Group
57
Alyeska Investment Group
Illinois
$12.3M +$12.6M +203,480 New
OCM
58
One Capital Management
California
$12.1M -$527K -8,491 -4%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$11.8M +$3.96M +63,788 +48%
Truist Financial
60
Truist Financial
North Carolina
$11.3M +$233K +3,762 +2%
Barclays
61
Barclays
United Kingdom
$11M -$29.3M -473,157 -72%
MA
62
Montag & Associates
Georgia
$11M -$76.6K -1,235 -0.7%
Walleye Capital
63
Walleye Capital
New York
$10.9M +$2.15M +34,668 +24%
CWM
64
Chicago Wealth Management
Illinois
$10.8M +$1.07M +17,291 +11%
RHCA
65
Rosenthal Henry Capital Advisors
Indiana
$10.5M
APF
66
Alaska Permanent Fund
Alaska
$10.5M -$5.19M -83,710 -33%
IWC
67
Integrated Wealth Concepts
Massachusetts
$10.1M +$558K +8,998 +6%
OHIS
68
Oak Harvest Investment Services
Texas
$10.1M +$3.79M +61,088 +58%
SCM
69
Soros Capital Management
New York
$10M +$10.3M +166,200 New
PCP
70
Perbak Capital Partners
United Kingdom
$9.97M +$10.2M +165,127 New
LIP
71
Lighthouse Investment Partners
Florida
$9.64M -$8M -128,978 -45%
NC
72
NewSquare Capital
Pennsylvania
$9.63M +$8.93K +144 +0.1%
LIM
73
Lingotto Investment Management
United Kingdom
$9.6M +$9.86M +159,000 New
SAS
74
SMI Advisory Services
Indiana
$9.42M -$13.2M -212,833 -57%
PP
75
Patten & Patten
Tennessee
$8.82M +$4.02M +64,864 +80%