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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

82 hedge funds and large institutions have $275M invested in SPDR S&P Insurance ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
16
Reduced
28
Closed
18
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
+$255K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.57M
2
Goldman Sachs
2
Goldman Sachs
New York
$656K
3
MIH
3
Meitav Investment House
Israel
$553K
4
FTUS
4
Flow Traders U.S.
New York
$527K
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.52M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$199M
2
RJA
2
Raymond James & Associates
Florida
$2.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$602K
5
SWM
5
Segment Wealth Management
Texas
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Caprock Group
Idaho
$459K -$7.97K -284 -2%
Stifel Financial
27
Stifel Financial
Missouri
$357K -$47.8K -1,706 -12%
KWM
28
Keebeck Wealth Management
Illinois
$320K – – –
American Century Companies
29
American Century Companies
Missouri
$278K +$57.8K +2,061 +26%
MML Investors Services
30
MML Investors Services
Massachusetts
$260K -$3.76K -134 -1%
TI
31
Trexquant Investment
Connecticut
$260K +$260K +9,284 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$245K +$392 +14 +0.2%
EIP
33
Ellis Investment Partners
Pennsylvania
$240K -$1.79K -64 -0.7%
Truist Financial
34
Truist Financial
North Carolina
$232K -$6.22K -221 -3%
CS
35
Credit Suisse
Switzerland
$232K – – –
HA
36
HYA Advisors
Missouri
$231K +$898 +32 +0.4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$217K +$17.8K +634 +9%
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$208K -$64K -2,285 -24%
SWM
39
Segment Wealth Management
Texas
$207K -$4.23M -150,510 -95%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$207K -$6.22K -222 -3%
Citigroup
41
Citigroup
New York
$178K +$84.3K +3,000 +90%
EP
42
Eudaimonia Partners
Tennessee
$107K – – –
Bessemer Group
43
Bessemer Group
New Jersey
$84K – – –
US Bancorp
44
US Bancorp
Minnesota
$64K -$13.2K -475 -17%
AWA
45
Arkadios Wealth Advisors
Georgia
$46K +$237 +8 +0.5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$42K – – –
HWA
47
HCR Wealth Advisors
California
$37K – – –
BFC
48
Bedel Financial Consulting
Indiana
$37K – – –
VFA
49
Valeo Financial Advisors
Indiana
$36K -$3.1K -112 -8%
APA
50
American Portfolios Advisors
New York
$35.7K – – –
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