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
SF
151
Synovus Financial
Georgia
$1.17M -$35.4K -795 -3%
NA
152
NewEdge Advisors
Louisiana
$1.17M +$305K +6,841 +32%
JPLA
153
Joseph P. Lucia & Associates
New York
$1.16M -$74.6K -1,673 -6%
EWA
154
EP Wealth Advisors
California
$1.16M +$1.17M +26,149 +1,526%
KLCM
155
KG&L Capital Management
Louisiana
$1.15M +$50.7K +1,137 +4%
CHC
156
City Holding Co
West Virginia
$1.07M +$87.8K +1,970 +8%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$1.07M +$102K +2,280 +10%
PAG
158
Private Advisor Group
New Jersey
$1.07M -$2.08M -46,755 -65%
GWM
159
Geneos Wealth Management
Colorado
$1.06M -$5.39K -121 -0.5%
Credit Agricole
160
Credit Agricole
France
$1.05M +$747K +16,752 +201%
SC
161
Shay Capital
New York
$1.04M +$1.11M +25,000 New
NAM
162
NTV Asset Management
West Virginia
$1.04M -$219K -4,913 -17%
SI
163
Stephens Inc
Arkansas
$1.03M -$165K -3,693 -13%
PMA
164
Prudent Man Advisors
Illinois
$1.01M +$195K +4,375 +22%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$994K +$170K +3,811 +19%
GA
166
GFS Advisors
Texas
$977K +$684K +15,350 +191%
BCM
167
Bayesian Capital Management
New York
$961K -$1.27M -28,500 -55%
ICM
168
Ionic Capital Management
New York
$961K
CFG
169
Citizens Financial Group
Rhode Island
$942K +$672K +15,063 +201%
CCA
170
Column Capital Advisors
Indiana
$931K
CFD
171
Creative Financial Designs
Indiana
$898K +$342K +7,669 +55%
WB
172
WesBanco Bank
West Virginia
$881K -$13.1K -293 -1%
JCM
173
Jacobi Capital Management
Pennsylvania
$880K -$2.1K -47 -0.2%
SWP
174
Stratos Wealth Partners
Ohio
$868K +$44.7K +1,003 +5%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$861K -$323K -7,236 -26%

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.