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

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$56M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
X
3
Xponance
Pennsylvania
$5.41M
4
Citigroup
4
Citigroup
New York
$4.52M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$357K -$9.88K -345 -3%
PAG
52
Private Advisor Group
New Jersey
$343K -$38.8K -1,365 -10%
Jane Street
53
Jane Street
New York
$343K +$343K +11,970 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$314K +$314K +10,947 New
MS
55
Maven Securities
Jersey
$302K +$302K +10,527 New
AB
56
AT Bancorp
Iowa
$289K – – –
WA
57
WESPAC Advisors
California
$277K +$277K +9,660 New
IA
58
IFP Advisors
Florida
$274K +$166K +5,796 +154%
PP
59
Pension Partners
New York
$259K +$259K +9,030 New
NFP
60
Narus Financial Partners
Utah
$243K – – –
Lido Advisors
61
Lido Advisors
California
$228K +$228K +7,911 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$227K +$22.7K +792 +11%
AG
63
Advisor Group
Arizona
$215K -$206K -7,170 -49%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K +$190K +6,645 New
BRC
65
Bell Rock Capital
Delaware
$168K -$62.5K -2,208 -27%
TFO
66
Tarbox Family Office
California
$129K +$129K +4,494 New
ACS
67
Archford Capital Strategies
Illinois
$90K -$21.4K -744 -19%
US Bancorp
68
US Bancorp
Minnesota
$84K – – –
NFG
69
Next Financial Group
Texas
$67K +$21.6K +750 +48%
WA
70
WFG Advisors
Texas
$60K +$60K +2,091 New
TRCT
71
Tower Research Capital (TRC)
New York
$60K +$60K +2,109 New
HIIFS
72
Harel Insurance Investments & Financial Services
Israel
$51K -$393K -13,854 -89%
BKA
73
Brick & Kyle Associates
Pennsylvania
$43K – – –
Creative Planning
74
Creative Planning
Kansas
$40K -$8.7K -300 -18%
AF
75
Arrow Financial
New York
$36K – – –
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