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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
CIG
126
Consolidated Investment Group
Colorado
$3.36M
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$3.28M +$2.48M +39,962 +276%
NAM
128
NTV Asset Management
West Virginia
$3.21M +$79K +1,274 +2%
LP
129
LMR Partners
United Kingdom
$3.21M +$3.3M +53,190 New
LJAC
130
L.J. Altfest & Co
New York
$3.15M -$1.27M -20,421 -28%
SFS
131
Sowell Financial Services
Arkansas
$3.06M -$19.3K -312 -0.6%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.99M +$1.97M +31,711 +178%
FAB
133
First American Bank
Illinois
$2.98M +$1.5M +24,196 +96%
NB
134
NBT Bank
New York
$2.9M -$30.3K -488 -1%
CSP
135
Cary Street Partners
Virginia
$2.72M +$2.79M +45,060 New
EWA
136
EverSource Wealth Advisors
Alabama
$2.7M +$2.77M +44,697 New
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$2.68M -$2.28M -36,799 -45%
IFG
138
Independent Financial Group
California
$2.64M +$184K +2,967 +7%
YC
139
Yarbrough Capital
Tennessee
$2.62M
Millennium Management
140
Millennium Management
New York
$2.62M -$5.19M -83,696 -66%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$2.56M +$2.38M +38,340 +952%
SSB
142
Sandy Spring Bank
Maryland
$2.52M -$97K -1,564 -4%
GCM
143
Greenland Capital Management
New York
$2.43M +$1.38M +22,305 +124%
GPFA
144
Game Plan Financial Advisors
Ohio
$2.31M +$1.14M +18,372 +93%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.24M +$754K +12,164 +49%
1M
146
1248 Management
Missouri
$2.24M +$2.3M +37,078 New
WIA
147
World Investment Advisors
California
$2.21M +$501K +8,079 +28%
PWM
148
Pinnacle Wealth Management
California
$2.19M +$2.25M +36,291 New
PG
149
Proffitt & Goodson
Tennessee
$2.18M -$13.6K -220 -0.6%
AI
150
Arvest Investments
Arkansas
$2.17M -$231K -3,721 -9%