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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

94 hedge funds and large institutions have $634M invested in SPDR S&P Insurance ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
30
Closed
13
Calls
$795K
Puts
$917K
Net Calls
-$122K
Net Calls Change
-$122K

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
$95.2M
2
BCM
Barometer Capital Management
Ontario, Canada
$8.94M
3
VF
Virtu Financial
New York
$1.61M
4
TRCT
Tower Research Capital (TRC)
New York
$2.92M
5
RJA
Raymond James & Associates
Florida
$1.74M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$388M
2
TEE
Tibra Equities Europe
United Kingdom
$1.06M
3
CI
Cavalier Investments
Georgia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
51
Bay Colony Advisors
Massachusetts
$268K -$2.24K -70 -0.8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$243K -$19.2K -599 -7%
AB
53
AT Bancorp
Iowa
$213K +$213K +6,651 New
BRC
54
Bell Rock Capital
Delaware
$169K -$37.4K -1,170 -18%
APA
55
American Portfolios Advisors
New York
$155K – – –
TFO
56
Tarbox Family Office
California
$144K – – –
ACS
57
Archford Capital Strategies
Illinois
$132K -$1.19K -37 -0.9%
IA
58
IFP Advisors
Florida
$106K -$89K -2,779 -46%
CAC
59
Certified Advisory Corp
Florida
$105K -$60K -1,867 -36%
US Bancorp
60
US Bancorp
Minnesota
$90K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$83K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$55K -$39.2K -1,214 -42%
AF
63
Arrow Financial
New York
$40K – – –
VFA
64
Valeo Financial Advisors
Indiana
$40K – – –
BFC
65
Bedel Financial Consulting
Indiana
$40K – – –
FHB
66
First Hawaiian Bank
Hawaii
$39K +$39K +1,226 New
EDRH
67
Edmond de Rothschild Holding
Switzerland
$38K – – –
MA
68
MUFG Americas
New York
$34K +$34K +1,072 New
SWP
69
Stratos Wealth Partners
Ohio
$29K +$29K +905 New
PW
70
Price Wealth
Texas
$25K – – –
AA
71
Ancora Advisors
Ohio
$21K +$21K +657 New
OIA
72
Optimum Investment Advisors
Illinois
$19K – – –
WF
73
WealthTrust Fairport
Ohio
$16K +$971 +31 +6%
APP
74
Avantax Planning Partners
Iowa
$16K +$16K +513 New
BFEC
75
Benjamin F. Edwards & Company
Missouri
$14K – – –
1 2
3
4 5