KIE icon

SPDR S&P Insurance ETF
KIE

Overview Fund Activity

104 hedge funds and large institutions have $527M invested in SPDR S&P Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
25
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Segment Wealth Management
Texas
$4.26M
2
CA
Cumberland Advisors
Florida
$2.89M
3
Citadel Advisors
Citadel Advisors
Florida
$5.83M
4
TRCT
Tower Research Capital (TRC)
New York
$4.1M
5
JG
Jefferies Group
New York
$1.27M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.2M
3
CWM
Cornerstone Wealth Management
Missouri
$876K
4
BCM
Barometer Capital Management
Ontario, Canada
$2.93M
5
Morgan Stanley
Morgan Stanley
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
51
Homrich & Berg
Georgia
$313K -$19.2K -676 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$310K +$738 +26 +0.2%
AG
53
Advisor Group
Arizona
$267K +$16.7K +591 +7%
PP
54
Pension Partners
New York
$264K +$1.36K +48 +0.5%
HCP
55
Holt Capital Partners
Texas
$259K -$53.2K -1,875 -17%
BTS
56
BB&T Securities
Virginia
$255K -$36.3K -1,281 -12%
BCA
57
Bay Colony Advisors
Massachusetts
$238K +$991 +35 +0.4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$204K -$51.3K -1,802 -20%
Citigroup
59
Citigroup
New York
$167K -$374K -13,159 -69%
X
60
Xponance
Pennsylvania
$167K +$167K +5,915 New
BRC
61
Bell Rock Capital
Delaware
$157K +$4.97K +173 +3%
APA
62
American Portfolios Advisors
New York
$151K +$13.7K +484 +10%
TFO
63
Tarbox Family Office
California
$127K – – –
CAC
64
Certified Advisory Corp
Florida
$93K +$425 +15 +0.5%
IA
65
IFP Advisors
Florida
$92K -$729 -26 -0.8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$73K – – –
US Bancorp
67
US Bancorp
Minnesota
$62K -$17.3K -615 -22%
KL
68
KWMG LLC
Kansas
$51K +$51K +1,815 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$50K +$1.34K +47 +3%
ACS
70
Archford Capital Strategies
Illinois
$48K -$69.2K -2,434 -59%
LDFR
71
Lehman & Derafelo Financial Resources
Pennsylvania
$45K +$45K +1,575 New
AIC
72
Ameritas Investment Company
Nebraska
$42K +$42K +1,483 New
BCA
73
Berman Capital Advisors
Georgia
$42K +$42K +1,483 New
BFC
74
Bedel Financial Consulting
Indiana
$38K – – –
VFA
75
Valeo Financial Advisors
Indiana
$37K -$710 -25 -2%
1 2
3
4 5