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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 %
JPLA
151
Joseph P. Lucia & Associates
New York
$1.16M -$69.9K -1,673 -6%
EWA
152
EP Wealth Advisors
California
$1.16M +$1.09M +26,149 +1,526%
KLCM
153
KG&L Capital Management
Louisiana
$1.15M +$47.5K +1,137 +4%
CHC
154
City Holding Co
West Virginia
$1.07M +$82.3K +1,970 +8%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$1.07M +$95.2K +2,280 +10%
PAG
156
Private Advisor Group
New Jersey
$1.07M -$1.95M -46,755 -65%
GWM
157
Geneos Wealth Management
Colorado
$1.06M -$5.05K -121 -0.5%
Credit Agricole
158
Credit Agricole
France
$1.05M +$700K +16,752 +201%
SC
159
Shay Capital
New York
$1.04M +$1.04M +25,000 New
NAM
160
NTV Asset Management
West Virginia
$1.04M -$205K -4,913 -17%
SI
161
Stephens Inc
Arkansas
$1.03M -$154K -3,693 -13%
PMA
162
Prudent Man Advisors
Illinois
$1.01M +$183K +4,375 +22%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$994K +$159K +3,811 +19%
GA
164
GFS Advisors
Texas
$977K +$641K +15,350 +191%
BCM
165
Bayesian Capital Management
New York
$961K -$1.19M -28,500 -55%
ICM
166
Ionic Capital Management
New York
$961K
CFG
167
Citizens Financial Group
Rhode Island
$942K +$629K +15,063 +201%
CCA
168
Column Capital Advisors
Indiana
$931K
CFD
169
Creative Financial Designs
Indiana
$898K +$320K +7,669 +55%
WB
170
WesBanco Bank
West Virginia
$881K -$12.2K -293 -1%
JCM
171
Jacobi Capital Management
Pennsylvania
$880K -$1.96K -47 -0.2%
SWP
172
Stratos Wealth Partners
Ohio
$868K +$41.9K +1,003 +5%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$861K -$302K -7,236 -26%
LWM
174
LJI Wealth Management
Indiana
$837K +$50.3K +1,204 +6%
ASN
175
Advisory Services Network
Georgia
$816K -$342K -8,176 -29%