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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

77 hedge funds and large institutions have $523M invested in SPDR S&P Insurance ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
30
Reduced
10
Closed
8
Calls
$26M
Puts
$796K
Net Calls
+$25.2M
Net Calls Change
+$25.7M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.8M
2
X
2
Xponance
Pennsylvania
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$7.29M
5
Citigroup
5
Citigroup
New York
$9.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
CS
2
Credit Suisse
Switzerland
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51K
5
UBS Group
5
UBS Group
Switzerland
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
26
Shepherd Financial Partners
Massachusetts
$856K 10,290 +10,290 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$836K 10,084 +1,922 +24%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$781K 9,449 +445 +5%
Stifel Financial
29
Stifel Financial
Missouri
$679K 8,618 +4,018 +87%
HWA
30
HCR Wealth Advisors
California
$642K 7,736 +7,736 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$610K 7,355 +4,083 +125%
CAN
32
Cetera Advisor Networks
California
$600K 7,199 +7,199 New
SB
33
Suntrust Banks
Georgia
$584K 7,774 -2,470 -24%
Citadel Advisors
34
Citadel Advisors
Florida
$577K 6,955 +1,800 +35%
PAG
35
Pinnacle Advisory Group
Maryland
$571K 6,884 -604 -8%
VWA
36
V Wealth Advisors
Kansas
$490K 5,895 +5,895 New
HCP
37
Holt Capital Partners
Texas
$462K 5,566 – –
HIIFS
38
Harel Insurance Investments & Financial Services
Israel
$433K 5,218 +3,700 +244%
KSA
39
Ken Stern & Associates
California
$423K 5,096 +5,096 New
AG
40
Advisor Group
Arizona
$405K 4,885 +3,474 +246%
PAG
41
Private Advisor Group
New Jersey
$374K 4,480 +350 +8%
AI
42
Atria Investments
North Carolina
$374K 4,506 +4,506 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$354K 4,271 -6,108 -59%
CWM
44
Cornerstone Wealth Management
Missouri
$333K 4,000 +250 +7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$308K 3,739 +3,739 New
AB
46
AT Bancorp
Iowa
$279K 3,357 -300 -8%
AG
47
Appleton Group
Wisconsin
$262K 3,163 +366 +13%
FA
48
FDx Advisors
Illinois
$253K 3,052 +3,052 New
Ameriprise
49
Ameriprise
Minnesota
$248K 2,986 +2,986 New
NFP
50
Narus Financial Partners
Utah
$235K 2,829 +2,829 New
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