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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

111 hedge funds and large institutions have $862M invested in SPDR S&P Insurance ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
39
Reduced
22
Closed
13
Calls
$816K
Puts
–
Net Calls
+$816K
Net Calls Change
+$816K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$75.3M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$177M
3
Bank of America
3
Bank of America
North Carolina
$438M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$2.15M
2
Citigroup
2
Citigroup
New York
$210K
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
51
Narus Financial Partners
Utah
$393K +$393K +11,564 New
HB
52
Homrich & Berg
Georgia
$392K +$17K +502 +5%
EIP
53
Ellis Investment Partners
Pennsylvania
$386K -$6.47K -188 -2%
DA
54
Doliver Advisors
Texas
$327K +$49.9K +1,469 +18%
PP
55
Pension Partners
New York
$327K +$327K +9,627 New
BCA
56
Bay Colony Advisors
Massachusetts
$297K +$11K +325 +4%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$272K -$126K -3,711 -32%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$262K +$59.9K +1,769 +30%
LRIA
59
Leonard Rickey Investment Advisors
Washington
$253K +$253K +7,433 New
MFG
60
MidWestOne Financial Group
Iowa
$226K +$226K +6,651 New
TPA
61
Trivium Point Advisory
Connecticut
$212K +$212K +6,236 New
Citigroup
62
Citigroup
New York
$210K -$6.75M -198,918 -97%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$208K +$208K +6,119 New
ACP
64
Aveo Capital Partners
Colorado
$206K +$206K +5,909 New
CWP
65
Capital Wealth Planning
Florida
$204K +$204K +6,000 New
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
$202K +$202K +5,933 New
APA
67
American Portfolios Advisors
New York
$202K +$24K +707 +14%
X
68
Xponance
Pennsylvania
$201K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$157K -$17.3K -509 -10%
BRC
70
Bell Rock Capital
Delaware
$155K -$4.12K -122 -3%
TFO
71
Tarbox Family Office
California
$153K – – –
CAC
72
Certified Advisory Corp
Florida
$133K +$13.4K +397 +11%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$87K – – –
US Bancorp
74
US Bancorp
Minnesota
$81K +$2.78K +82 +4%
SPIA
75
Steward Partners Investment Advisory
New York
$77K +$77K +2,269 New
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