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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
176
Williams Jones Wealth Management
New York
$742K
HAS
177
HBW Advisory Services
California
$679K -$357K -5,808 -33%
KA
178
Kovack Advisors
Florida
$673K +$308 +5 +0%
AAS
179
Ameritas Advisory Services
Nebraska
$673K +$111K +1,811 +19%
BWM
180
BigSur Wealth Management
Florida
$668K
SFS
181
Sowell Financial Services
Arkansas
$657K -$3.36M -54,582 -83%
KFGK
182
Keystone Financial Group (Kentucky)
Kentucky
$654K
Lido Advisors
183
Lido Advisors
California
$640K +$1.66K +27 +0.2%
BBNA
184
Bremer Bank National Association
Minnesota
$638K
Northern Trust
185
Northern Trust
Illinois
$637K +$186K +3,030 +39%
KFP
186
KMG Fiduciary Partners
Ohio
$636K -$44.4K -721 -6%
Mariner
187
Mariner
Kansas
$618K -$95.3K -1,549 -13%
WCM
188
WealthBridge Capital Management
Ohio
$618K +$274K +4,454 +73%
MIC
189
Meridian Investment Counsel
California
$607K -$76.9K -1,250 -11%
AWS
190
Atria Wealth Solutions
New York
$607K +$87.1K +1,415 +16%
DBIA
191
Dumont & Blake Investment Advisors
New Jersey
$599K -$104K -1,692 -14%
AF
192
Apexium Financial
Texas
$597K +$82.7K +1,344 +15%
RWA
193
Redmont Wealth Advisors
Illinois
$593K -$132K -2,140 -17%
KLCM
194
KG&L Capital Management
Louisiana
$584K +$134K +2,173 +28%
ACM
195
Advisors Capital Management
New Jersey
$577K -$90.8K -1,475 -13%
AWM
196
AE Wealth Management
Kansas
$575K -$131K -2,124 -18%
TRCT
197
Tower Research Capital (TRC)
New York
$575K +$518K +8,413 +612%
DW
198
Domani Wealth
Pennsylvania
$563K
MC
199
Moors & Cabot
Massachusetts
$555K -$23K -374 -4%
VWA
200
Visionary Wealth Advisors
Illinois
$554K +$39.7K +645 +7%

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.