We are live on ! Find out more
KRE icon

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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$2.78M -$1.83M -40,978 -38%
BRG
102
Bay Rivers Group
Virginia
$2.76M +$24.2K +543 +0.8%
CA
103
Clearstead Advisors
Ohio
$2.73M +$1.47M +33,029 +102%
UCFA
104
United Capital Financial Advisors
Texas
$2.69M +$1.55M +34,839 +118%
WI
105
Wintrust Investments
Illinois
$2.64M -$1.57M -35,188 -36%
SA
106
SAM Advisors
California
$2.59M +$46.2K +1,036 +2%
LRWA
107
Long Run Wealth Advisors
New York
$2.59M +$108K +2,423 +4%
CAN
108
Cetera Advisor Networks
California
$2.55M +$976K +21,895 +56%
PGCM
109
Prescott Group Capital Management
Oklahoma
$2.51M
IFPG
110
Intrepid Financial Planning Group
Indiana
$2.4M -$109K -2,452 -4%
CIG
111
Consolidated Investment Group
Colorado
$2.33M
Lido Advisors
112
Lido Advisors
California
$2.31M -$103K -2,300 -4%
CF
113
Copperwynd Financial
Arizona
$2.21M -$176K -3,937 -7%
Cerity Partners
114
Cerity Partners
New York
$2.2M -$6.8M -152,436 -74%
CTC (Chicago Trading Company)
115
CTC (Chicago Trading Company)
Illinois
$2.18M +$2.33M +52,306 New
JIR
116
James Investment Research
Ohio
$2.18M +$211K +4,736 +10%
Renaissance Technologies
117
Renaissance Technologies
New York
$2.17M +$2.32M +52,000 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$2.17M -$86.9K -1,948 -4%
TC
119
Trilogy Capital
California
$2.14M +$33.4K +749 +1%
FPCP
120
Fort Point Capital Partners
California
$2.11M
NB
121
NBT Bank
New York
$2.1M -$44K -986 -2%
CC
122
Chanos & Company
New York
$2.08M -$2.26M -50,719 -50%
HighTower Advisors
123
HighTower Advisors
Illinois
$2.01M -$4.25M -95,275 -66%
PFS
124
Prospera Financial Services
Texas
$1.99M +$185K +4,147 +10%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$1.94M +$2.02M +45,331 +4,418%

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.