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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

97 hedge funds and large institutions have $429M invested in SPDR S&P Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
34
Reduced
24
Closed
20
Calls
$713K
Puts
$361K
Net Calls
+$352K
Net Calls Change
-$293K

Top Buyers

1
RCP
1
Rothschild Capital Partners
New York
$7.61M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.18M
3
CA
3
Cumberland Advisors
Florida
$4.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.95M
5
X
5
Xponance
Pennsylvania
$4.27M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Bank of America
2
Bank of America
North Carolina
$210M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$81K
4
BCM
4
Beck Capital Management
Texas
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
51
Maven Securities
Jersey
$308K – – –
AB
52
AT Bancorp
Iowa
$295K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$286K +$286K +9,753 New
PP
54
Pension Partners
New York
$266K +$969 +33 +0.4%
Lido Advisors
55
Lido Advisors
California
$252K +$19.4K +660 +8%
NFP
56
Narus Financial Partners
Utah
$249K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$240K +$7.39K +252 +3%
VKH
58
Virtu KCG Holdings
New York
$221K +$221K +7,518 New
BFM
59
Boothbay Fund Management
New York
$210K +$210K +7,146 New
PAS
60
Partnervest Advisory Services
California
$206K +$206K +7,029 New
SCM
61
Shelton Capital Management
Colorado
$203K +$203K +6,900 New
BRC
62
Bell Rock Capital
Delaware
$189K +$15.4K +525 +9%
IA
63
IFP Advisors
Florida
$163K -$118K -4,020 -42%
AG
64
Advisor Group
Arizona
$155K -$65K -2,211 -30%
TFO
65
Tarbox Family Office
California
$132K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$81K -$57.2M -1,951,881 -100%
US Bancorp
67
US Bancorp
Minnesota
$81K -$5.17K -177 -6%
WA
68
WFG Advisors
Texas
$78K +$16.6K +564 +27%
HWP
69
Hefty Wealth Partners
Indiana
$67K +$67K +2,304 New
Creative Planning
70
Creative Planning
Kansas
$65K +$24.5K +837 +61%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$62K +$54.8K +1,872 +761%
HIIFS
72
Harel Insurance Investments & Financial Services
Israel
$53K – – –
NFG
73
Next Financial Group
Texas
$41K -$27K -921 -40%
IPC
74
Independent Portfolio Consultants
Florida
$40K +$40K +1,350 New
AF
75
Arrow Financial
New York
$37K – – –
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3
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