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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

106 hedge funds and large institutions have $510M invested in SPDR S&P Insurance ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
+15
Holders Change %
+16.48%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
26
Reduced
23
Closed
11
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$13.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.85M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$147M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$46K
5
Wells Fargo
5
Wells Fargo
California
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$1.6M 41,394 +8,844 +27%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.53M 39,603 +2,473 +7%
JG
28
Jefferies Group
New York
$1.16M 30,000 +30,000 New
NWA
29
Navis Wealth Advisors
New York
$1.13M 29,334 +157 +0.5%
VWA
30
V Wealth Advisors
Kansas
$1.04M 27,126 +451 +2%
CAG
31
Csenge Advisory Group
Florida
$1.03M 26,332 +26,332 New
BCM
32
Barometer Capital Management
Ontario, Canada
$925K 24,000 +24,000 New
UBS Group
33
UBS Group
Switzerland
$825K 21,400 -613 -3%
KWM
34
Kingsview Wealth Management
Oregon
$794K 20,327 +20,327 New
BS
35
Boenning & Scattergood
Pennsylvania
$784K 20,348 -547 -3%
SWM
36
Spire Wealth Management
Virginia
$763K 19,794 -500 -2%
MIH
37
Meitav Investment House
Israel
$760K 19,725 – –
CG
38
Caprock Group
Idaho
$720K 18,680 +374 +2%
TFA
39
Toth Financial Advisory
Virginia
$701K 18,188 -7,544 -29%
GFPC
40
Global Financial Private Client
Florida
$658K 16,845 +16,845 New
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$621K 16,126 -3,455 -18%
AWA
42
Arkadios Wealth Advisors
Georgia
$611K 15,863 +13,859 +692%
ASFA
43
All Season Financial Advisors
Colorado
$609K 15,813 +15,813 New
IMC Chicago
44
IMC Chicago
Illinois
$588K 15,267 – –
ECM
45
ExodusPoint Capital Management
New York
$561K 14,567 +14,567 New
AWM
46
AE Wealth Management
Kansas
$536K 13,903 +13,903 New
Stifel Financial
47
Stifel Financial
Missouri
$477K 12,381 -1,438 -10%
EIP
48
Ellis Investment Partners
Pennsylvania
$471K 12,234 +3,369 +38%
W
49
WealthOne
New York
$448K 11,630 +11,630 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$380K 9,827 +7,777 +379%
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