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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

115 hedge funds and large institutions have $566M invested in SPDR S&P Insurance ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+9
Holders Change %
+8.49%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
29
Reduced
34
Closed
17
Calls
$925K
Puts
–
Net Calls
+$925K
Net Calls Change
+$216K

Top Buyers

1
JFM
1
Jackson Financial Management
California
$4.29M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$3.7M
3
GSC
3
G&S Capital
Colorado
$3.13M
4
CS
4
Credit Suisse
Switzerland
$2.16M
5
FAAS
5
First Allied Advisory Services
California
$3.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$393M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
LPL Financial
3
LPL Financial
California
$6.39M
4
TEE
4
Tibra Equities Europe
United Kingdom
$0
5
BCM
5
Brookstone Capital Management
Illinois
$3.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
51
CIBC World Market
Ontario, Canada
$429K -$1.88K -53 -0.4%
NFP
52
Narus Financial Partners
Utah
$410K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$402K -$7.12K -201 -2%
EIP
54
Ellis Investment Partners
Pennsylvania
$399K +$1.71K +48 +0.4%
GFPC
55
Global Financial Private Client
Florida
$388K +$388K +10,939 New
American Century Companies
56
American Century Companies
Missouri
$376K +$376K +10,620 New
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$358K +$22.5K +636 +7%
BCA
58
Bay Colony Advisors
Massachusetts
$323K +$15.5K +431 +5%
CPC
59
Cookson Peirce & Co
Pennsylvania
$311K -$106K -2,990 -25%
HB
60
Homrich & Berg
Georgia
$305K -$87.3K -2,462 -22%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$289K +$51.8K +1,461 +22%
AWM
62
AE Wealth Management
Kansas
$281K +$281K +7,945 New
SS
63
Simplicity Solutions
Minnesota
$273K +$273K +7,703 New
RDWM
64
Red Door Wealth Management
Tennessee
$272K +$272K +7,676 New
TCWM
65
Total Clarity Wealth Management
Illinois
$251K +$251K +7,093 New
TSS
66
Two Sigma Securities
New York
$245K +$39.2K +1,109 +19%
IAA
67
Independent Advisor Alliance
North Carolina
$238K +$238K +6,715 New
HA
68
HYA Advisors
Missouri
$235K +$235K +6,625 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$216K -$32.5K -917 -13%
CWP
70
Capital Wealth Planning
Florida
$213K – – –
ClearBridge Investments
71
ClearBridge Investments
New York
$212K +$212K +5,938 New
X
72
Xponance
Pennsylvania
$210K – – –
EP
73
Eudaimonia Partners
Tennessee
$209K +$209K +5,905 New
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$208K -$3.23K -91 -2%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$202K +$8.31K +235 +4%
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3
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