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SPDR S&P Regional Banking ETF

495 hedge funds and large institutions have $5.21B invested in SPDR S&P Regional Banking ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 164 increasing their positions, 153 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

38% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 115

50% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $3.68B

Holders
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.84B
Puts
$3.68B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$3.41M
SA
102
SAM Advisors
California
$3.39M
PCP
103
Perbak Capital Partners
United Kingdom
$3.25M
CI
104
CX Institutional
Indiana
$3.13M
CM
105
Castleark Management
Illinois
$3.1M
FTC
106
Farmers Trust Company
Ohio
$3.03M
NAM
107
NTV Asset Management
West Virginia
$3.03M
LP
108
LMR Partners
United Kingdom
$3.02M
CIG
109
Consolidated Investment Group
Colorado
$3.01M
FAB
110
First American Bank
Illinois
$2.86M
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$2.76M
EWA
112
EverSource Wealth Advisors
Alabama
$2.75M
BFWM
113
Bright Futures Wealth Management
New York
$2.67M
NB
114
NBT Bank
New York
$2.66M
CIP
115
Capital Insight Partners
Arizona
$2.62M
GPFA
116
Game Plan Financial Advisors
Ohio
$2.6M
SFS
117
Sowell Financial Services
Arkansas
$2.59M
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$2.52M
SSB
119
Sandy Spring Bank
Maryland
$2.48M
YC
120
Yarbrough Capital
Tennessee
$2.47M
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$2.46M
WIA
122
World Investment Advisors
California
$2.44M
BBVA
123
Banco Bilbao Vizcaya Argentaria
Spain
$2.3M
CCT
124
Chemung Canal Trust
New York
$2.29M
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$2.26M