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SPDR S&P Regional Banking ETF

408 hedge funds and large institutions have $3.5B invested in SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+72
Holders Change %
+21.43%
% of All Funds
9.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
201
Carnegie Investment Counsel
Ohio
$1M +$76.1K +1,245 +8%
OWD
202
Osborn Williams & Donohoe
Ohio
$977K
SWM
203
SeaCrest Wealth Management
New York
$977K +$977K +16,597 New
MCIM
204
Meadow Creek Investment Management
Georgia
$911K -$652K -11,072 -42%
IAS
205
IMA Advisory Services
Colorado
$886K +$886K +15,052 New
SC
206
Sovarnum Capital
New York
$883K +$883K +15,000 New
ABC
207
Associated Banc-Corp
Wisconsin
$878K +$16.2K +275 +2%
FSA
208
Financial Sense Advisors
California
$873K +$873K +14,836 New
CA
209
Calton & Associates
Florida
$850K +$850K +13,417 New
CA
210
Cambridge Advisors
Nebraska
$846K +$294K +4,996 +53%
LWM
211
Lyell Wealth Management
California
$840K +$327K +5,555 +64%
AFM
212
Abbot Financial Management
Massachusetts
$827K +$8.83K +150 +1%
PP
213
Paloma Partners
Connecticut
$819K -$1.37M -23,206 -63%
IH
214
IFC Holdings
Florida
$790K -$353K -6,011 -31%
VAM
215
Visionary Asset Management
Texas
$790K +$17.1K +291 +2%
MIAN
216
Mariner Independent Advisor Network
Kansas
$788K +$788K +13,396 New
NAMP
217
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$783K
JIC
218
Joel Isaacson & Co
New York
$777K
JGUA
219
John G. Ullman & Associates
New York
$759K
M&T Bank
220
M&T Bank
New York
$758K -$266K -4,519 -26%
BC
221
Burleson & Co
California
$744K +$744K +12,635 New
AB
222
AT Bancorp
Iowa
$738K
NFG
223
Nations Financial Group
Iowa
$736K +$73.8K +1,254 +11%
Cerity Partners
224
Cerity Partners
New York
$729K -$45.9K -779 -6%
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$716K +$11.8K +200 +2%