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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

86 hedge funds and large institutions have $340M invested in SPDR S&P Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
18
Reduced
35
Closed
26
Calls
$252K
Puts
$283K
Net Calls
-$31K
Net Calls Change
-$403K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$11.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.23M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.99M
4
SWM
4
Segment Wealth Management
Texas
$4.32M
5
SAM
5
Stringer Asset Management
Tennessee
$3.53M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$230M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
51
Certified Advisory Corp
Florida
$84K -$18.1K -663 -18%
Bessemer Group
52
Bessemer Group
New Jersey
$82K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$79K +$79K +2,872 New
US Bancorp
54
US Bancorp
Minnesota
$76K -$35.5K -1,295 -32%
CAN
55
Cetera Advisor Networks
California
$68K +$68K +2,476 New
AWA
56
Arkadios Wealth Advisors
Georgia
$42.7K +$194 +7 +0.5%
VFA
57
Valeo Financial Advisors
Indiana
$39K +$359 +13 +0.9%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$37K – – –
HWA
59
HCR Wealth Advisors
California
$36K – – –
BFC
60
Bedel Financial Consulting
Indiana
$36K – – –
APA
61
American Portfolios Advisors
New York
$34.8K -$9.52K -348 -21%
AF
62
Arrow Financial
New York
$34K – – –
IA
63
IFP Advisors
Florida
$21K -$13.8K -509 -40%
AA
64
Ancora Advisors
Ohio
$18K – – –
OIA
65
Optimum Investment Advisors
Illinois
$16K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$15K -$80.4K -2,904 -84%
GFPC
67
Global Financial Private Client
Florida
$10.4K -$4.03K -150 -28%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$10K -$413 -15 -4%
PAG
69
Private Advisor Group
New Jersey
$10K +$10K +371 New
SPIA
70
Steward Partners Investment Advisory
New York
$9K -$9.05K -335 -50%
William Blair & Company
71
William Blair & Company
Illinois
$7K -$10.1K -375 -59%
SFS
72
Sowell Financial Services
Arkansas
$7K +$7K +240 New
FANJ
73
Financial Architects (New Jersey)
New Jersey
$5K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
1IA
75
1834 Investment Advisors
Wisconsin
$5K – – –
1 2
3
4 5