KIE icon

SPDR S&P Insurance ETF
KIE

Overview Fund Activity

100 hedge funds and large institutions have $593M invested in SPDR S&P Insurance ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
26
Reduced
36
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
$112M
2
Bank of America
Bank of America
North Carolina
$357M
3
Barclays
Barclays
United Kingdom
$8.85M
4
Citigroup
Citigroup
New York
$6.34M
5
KCM
Karp Capital Management
California
$3.95M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987K
2
Citadel Advisors
Citadel Advisors
Florida
$3.74M
3
Morgan Stanley
Morgan Stanley
New York
$29.9M
4
SWM
Segment Wealth Management
Texas
$2.2M
5
TRCT
Tower Research Capital (TRC)
New York
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.51M -$199K -6,442 -12%
SB
27
Suntrust Banks
Georgia
$1.49M -$38.9K -1,258 -3%
EPA
28
Element Pointe Advisors
Florida
$1.41M – – –
RJA
29
Raymond James & Associates
Florida
$1.38M -$136K -4,404 -9%
HWA
30
HCR Wealth Advisors
California
$1.28M -$207K -6,705 -14%
Lido Advisors
31
Lido Advisors
California
$1.23M +$474K +15,354 +63%
BCM
32
Barometer Capital Management
Ontario, Canada
$1M -$2.19M -70,800 -69%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$987K -$15.5M -502,434 -94%
RBFC
34
Roman Butler Fullerton & Co
Missouri
$917K -$19.7K -636 -2%
VWA
35
V Wealth Advisors
Kansas
$894K +$104K +3,241 +13%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$863K +$130K +4,211 +18%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$632K -$88K -2,850 -12%
VLC
38
Van Leeuwen & Company
New Jersey
$586K – – –
MML Investors Services
39
MML Investors Services
Massachusetts
$573K -$69.6K -2,253 -11%
AG
40
Appleton Group
Wisconsin
$566K +$566K +18,305 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$563K +$132K +4,265 +31%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$510K -$8.81K -285 -2%
CAN
43
Cetera Advisor Networks
California
$453K -$295K -9,587 -39%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$416K +$53.8K +1,740 +15%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$364K +$3.25K +105 +0.9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$362K -$14K -453 -4%
EIP
47
Ellis Investment Partners
Pennsylvania
$358K -$101K -3,210 -22%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$357K +$19.7K +639 +6%
HB
49
Homrich & Berg
Georgia
$341K +$432 +14 +0.1%
AG
50
Advisor Group
Arizona
$309K +$17.9K +581 +6%
1
2
3 4 5