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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

96 hedge funds and large institutions have $390M invested in SPDR S&P Insurance ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-19
Holders Change %
-16.52%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
23
Reduced
34
Closed
32
Calls
$374K
Puts
$2K
Net Calls
+$372K
Net Calls Change
-$553K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$292M
2
Morgan Stanley
Morgan Stanley
New York
$34.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.65M
5
TRCT
Tower Research Capital (TRC)
New York
$2.43M

Top Sellers

1
CA
Cumberland Advisors
Florida
$0
2
TFA
Toth Financial Advisory
Virginia
$1.15M
3
UBS Group
UBS Group
Switzerland
$5.2M
4
BCM
Brookstone Capital Management
Illinois
$0
5
FAAS
First Allied Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
51
Certified Advisory Corp
Florida
$93K -$9.26K -372 -9%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$89K -$863K -34,506 -91%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$86K -$65.9K -2,641 -43%
Bessemer Group
54
Bessemer Group
New Jersey
$75K – – –
AIC
55
Ameritas Investment Company
Nebraska
$41K +$41K +1,632 New
APA
56
American Portfolios Advisors
New York
$40.4K -$94.7K -3,797 -70%
LDFR
57
Lehman & Derafelo Financial Resources
Pennsylvania
$39K – – –
VFA
58
Valeo Financial Advisors
Indiana
$39K +$2.76K +99 +8%
AWA
59
Arkadios Wealth Advisors
Georgia
$38.3K +$249 +10 +0.7%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$34K -$12K -504 -26%
HWA
61
HCR Wealth Advisors
California
$33K -$974K -39,108 -97%
IA
62
IFP Advisors
Florida
$33K -$952 -37 -3%
BFC
63
Bedel Financial Consulting
Indiana
$33K – – –
AF
64
Arrow Financial
New York
$31K – – –
SWA
65
Stratos Wealth Advisors
Ohio
$31K +$31K +1,236 New
SF
66
Synovus Financial
Georgia
$26K +$26K +1,018 New
NEIRG
67
New England Investment & Retirement Group
Massachusetts
$25K +$25K +999 New
SPIA
68
Steward Partners Investment Advisory
New York
$16K -$4.43K -185 -22%
AA
69
Ancora Advisors
Ohio
$16K – – –
William Blair & Company
70
William Blair & Company
Illinois
$16K +$9.71K +386 +154%
OIA
71
Optimum Investment Advisors
Illinois
$15K – – –
GFPC
72
Global Financial Private Client
Florida
$12.6K -$244K -10,403 -95%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$10K +$2.7K +111 +37%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$9K – – –
FANJ
75
Financial Architects (New Jersey)
New Jersey
$5K – – –
1 2
3
4 5