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SPDR S&P Regional Banking ETF
KRE

Overview Fund Activity

253 hedge funds and large institutions have $2.4B invested in SPDR S&P Regional Banking ETF in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
6.64%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
61
Increased
96
Reduced
60
Closed
26
Calls
$119M
Puts
$480M
Net Calls
-$361M
Net Calls Change
-$77.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$176M
2
Bank of America
Bank of America
North Carolina
$162M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$167M
4
LPL Financial
LPL Financial
California
$56.4M
5
Wells Fargo
Wells Fargo
California
$117M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$178M
2
Citigroup
Citigroup
New York
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$117M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
201
Moors & Cabot
Massachusetts
$236K +$236K +5,633 New
PCM
202
Parsons Capital Management
Rhode Island
$229K +$2.1K +50 +0.9%
MCM
203
Millie Capital Management
California
$222K – – –
DG
204
Davidson & Garrard
Virginia
$221K +$221K +5,265 New
Creative Planning
205
Creative Planning
Kansas
$215K +$3.73K +89 +2%
WPW
206
Waldron Private Wealth
Pennsylvania
$215K +$215K +5,129 New
SPC
207
Sigma Planning Corp
Michigan
$209K +$377 +9 +0.2%
CA
208
Corrado Advisors
New Jersey
$205K +$205K +4,898 New
WP
209
WealthPLAN Partners
Nebraska
$152K +$152K +10,890 New
CFA
210
CT Financial Advisors
Pennsylvania
$151K +$19.4K +463 +15%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$146K – – –
LNB
212
Ledyard National Bank
$143K -$41.9K -1,000 -23%
CTC
213
Central Trust Company
Missouri
$140K – – –
AFP
214
Ausdal Financial Partners
Iowa
$115K +$115K +2,750 New
PG
215
Patten Group
Tennessee
$111K +$20.5K +490 +23%
JG
216
Jefferies Group
New York
$105K +$105K +2,500 New
GT
217
Glenmede Trust
Pennsylvania
$83K – – –
SEI Investments
218
SEI Investments
Pennsylvania
$80K +$80K +1,914 New
ASN
219
Advisory Services Network
Georgia
$65K -$6.12K -147 -9%
WA
220
WFG Advisors
Texas
$63K – – –
VC
221
Vestor Capital
Illinois
$58K – – –
DOA
222
D'Orazio & Associates
Virginia
$52K – – –
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$50K +$50K +1,203 New
HWP
224
Hefty Wealth Partners
Indiana
$45K +$45K +1,077 New
WEC
225
Winslow Evans & Crocker
Massachusetts
$41.9K +$41.9K +1,000 New
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9
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