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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
CFB
76
Cullen/Frost Bankers
Texas
$8.73M +$2.3M +37,146 +35%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$8.62M -$9.07M -146,187 -51%
CM
78
Castleark Management
Illinois
$8.15M +$8.37M +135,000 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$7.86M +$396K +6,385 +5%
DCM
80
Dupont Capital Management
Delaware
$7.28M +$7.48M +120,570 New
AC
81
Annandale Capital
Texas
$7.24M -$1.24M -20,000 -14%
CI
82
CX Institutional
Indiana
$7.19M -$125K -2,010 -2%
PI
83
Parkside Investments
Illinois
$6.86M +$30.1K +485 +0.4%
CM
84
Caption Management
Oklahoma
$6.68M -$63.1M -1,017,700 -90%
GL
85
Graypoint LLC
New York
$6.6M -$783K -12,634 -10%
CIC
86
Carnegie Investment Counsel
Ohio
$6.58M -$545K -8,787 -7%
VVP
87
Venture Visionary Partners
Ohio
$6.53M +$78.4K +1,264 +1%
AWM
88
Adams Wealth Management
Utah
$6.5M +$6.68M +107,765 New
CI
89
CacheTech Inc
Utah
$6.5M +$6.68M +107,765 New
DSN
90
D. Scott Neal
Kentucky
$6.49M +$6.67M +107,501 New
Osaic Holdings
91
Osaic Holdings
Arizona
$6.39M +$1.27M +20,420 +24%
OC
92
Oppenheimer & Co
New York
$6.27M +$291K +4,686 +5%
PAG
93
Private Advisory Group
Washington
$6.14M +$3.61M +58,193 +134%
MAG
94
Members Advisory Group
New York
$6.1M +$6.27M +101,066 New
ABTD
95
Arvest Bank Trust Division
Oklahoma
$5.78M -$458K -7,384 -7%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$5.37M +$234K +3,768 +4%
BPC
97
Banque Pictet & Cie
Switzerland
$5.36M +$5.51M +88,826 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$5.13M -$4.4M -71,028 -46%
Cerity Partners
99
Cerity Partners
New York
$5.11M +$142K +2,293 +3%
FIB
100
First Interstate Bank
Montana
$5.05M +$5.19M +83,658 New