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SPDR S&P Regional Banking ETF

449 hedge funds and large institutions have $3.24B invested in SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 170 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-27
Holders Change %
-5.67%
% of All Funds
7.16%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
73
Increased
119
Reduced
170
Closed
93
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
126
Independent Advisor Alliance
North Carolina
$1.88M +$105K +2,506 +6%
AWM
127
Avondale Wealth Management
Texas
$1.83M +$501K +11,989 +38%
YC
128
Yarbrough Capital
Tennessee
$1.81M
MA
129
Montag & Associates
Georgia
$1.8M +$62.2K +1,490 +4%
SSB
130
Sandy Spring Bank
Maryland
$1.78M -$2.97K -71 -0.2%
UM
131
Ulysses Management
New York
$1.67M
BCWM
132
Bartlett & Co Wealth Management
Ohio
$1.63M +$1.45M +34,662 +785%
BC
133
Bartlett & Co
Ohio
$1.63M +$1.45M +34,662 +785%
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$1.62M -$6.92M -165,700 -81%
PP
135
Patten & Patten
Tennessee
$1.61M +$942K +22,540 +141%
PG
136
Proffitt & Goodson
Tennessee
$1.58M -$32.5K -777 -2%
Creative Planning
137
Creative Planning
Kansas
$1.55M +$19.4K +464 +1%
AWS
138
Atria Wealth Solutions
New York
$1.53M -$475K -11,369 -24%
OC
139
Oppenheimer & Co
New York
$1.52M -$114K -2,735 -7%
IAN
140
Integrated Advisors Network
Texas
$1.46M +$316K +7,563 +28%
VLKIM
141
Van Lanschot Kempen Investment Management
Netherlands
$1.4M
SC
142
Scotia Capital
Ontario, Canada
$1.39M +$380K +9,097 +38%
CFS
143
Commonwealth Financial Services
West Virginia
$1.33M +$1.33M +31,775 New
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$1.29M -$1.04M -24,998 -45%
PSP
145
Principal Street Partners
Tennessee
$1.27M +$639K +15,294 +102%
PLU
146
Performa Ltd (US)
South Carolina
$1.2M +$103K +2,476 +9%
RIL
147
Rothschild Investment LLC
Illinois
$1.19M -$84.2K -2,016 -7%
RA
148
Rockingstone Advisors
Massachusetts
$1.18M +$43.9K +1,050 +4%
SF
149
Synovus Financial
Georgia
$1.17M -$33.2K -795 -3%
NA
150
NewEdge Advisors
Louisiana
$1.17M +$286K +6,841 +32%