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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

95 hedge funds and large institutions have $636M invested in SPDR S&P Insurance ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
28
Reduced
24
Closed
8
Calls
$946K
Puts
$301K
Net Calls
+$645K
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$91.2M
2
FMI
Factory Mutual Insurance
Massachusetts
$51.8M
3
HR
Howe & Rusling
New York
$4.95M
4
Goldman Sachs
Goldman Sachs
New York
$4.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.57M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$56M
2
Bank of America
Bank of America
North Carolina
$275M
3
X
Xponance
Pennsylvania
$5.41M
4
Citigroup
Citigroup
New York
$4.52M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.82M +$1.18M +41,367 +187%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.79M +$978K +34,164 +121%
ACP
28
Aveo Capital Partners
Colorado
$1.62M +$1.62M +56,421 New
PVH
29
Psagot Value Holdings
Israel
$1.49M +$507K +17,700 +52%
VC
30
Vicus Capital
Pennsylvania
$1.44M +$1.44M +50,304 New
HWA
31
HCR Wealth Advisors
California
$1.39M +$720K +25,125 +108%
Citadel Advisors
32
Citadel Advisors
Florida
$1.27M +$669K +23,352 +112%
CI
33
Cavalier Investments
Georgia
$1.25M +$1.25M +43,692 New
MWM
34
Meridian Wealth Management
Kentucky
$1.13M – – –
RJA
35
Raymond James & Associates
Florida
$1.1M -$229K -7,995 -17%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.01M +$143K +5,007 +17%
Stifel Financial
37
Stifel Financial
Missouri
$887K +$159K +5,661 +22%
SFP
38
Shepherd Financial Partners
Massachusetts
$835K -$41.2K -1,452 -5%
SB
39
Suntrust Banks
Georgia
$791K +$206K +8,223 +35%
CAN
40
Cetera Advisor Networks
California
$713K +$92.9K +3,237 +15%
CS
41
Credit Suisse
Switzerland
$631K +$631K +22,032 New
VWA
42
V Wealth Advisors
Kansas
$620K +$110K +3,831 +22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$571K +$571K +19,935 New
HCP
44
Holt Capital Partners
Texas
$478K – – –
AG
45
Appleton Group
Wisconsin
$459K +$187K +6,522 +69%
VF
46
Virtu Financial
New York
$442K +$442K +15,414 New
KSA
47
Ken Stern & Associates
California
$440K – – –
CWM
48
Cornerstone Wealth Management
Missouri
$393K +$51.1K +1,794 +15%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$391K +$391K +13,635 New
AI
50
Atria Investments
North Carolina
$370K -$17.4K -606 -4%
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