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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

82 hedge funds and large institutions have $275M invested in SPDR S&P Insurance ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
16
Reduced
28
Closed
18
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
+$255K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$3.57M
2
Goldman Sachs
2
Goldman Sachs
New York
$656K
3
MIH
3
Meitav Investment House
Israel
$553K
4
FTUS
4
Flow Traders U.S.
New York
$527K
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.52M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$199M
2
RJA
2
Raymond James & Associates
Florida
$2.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$602K
5
SWM
5
Segment Wealth Management
Texas
$207K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Arrow Financial
New York
$35K – – –
LDFR
52
Lehman & Derafelo Financial Resources
Pennsylvania
$25K +$25K +900 New
CIA
53
Choate Investment Advisors
Massachusetts
$23K +$23K +805 New
IA
54
IFP Advisors
Florida
$21K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$20K +$4.43K +154 +28%
AA
56
Ancora Advisors
Ohio
$18K – – –
OIA
57
Optimum Investment Advisors
Illinois
$17K – – –
GI
58
Gradient Investments
Minnesota
$17K +$15.9K +555 +1,423%
MA
59
MCF Advisors
Kentucky
$16K +$16K +588 New
NFG
60
Next Financial Group
Texas
$11K +$11K +410 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$10K -$254 -9 -2%
SPIA
62
Steward Partners Investment Advisory
New York
$9K -$699 -24 -7%
CFGS
63
Concourse Financial Group Securities
Alabama
$8K -$71.8K -2,584 -90%
JWM
64
Jeppson Wealth Management
California
$8K +$8K +300 New
William Blair & Company
65
William Blair & Company
Illinois
$6K -$1.42K -50 -19%
Deutsche Bank
66
Deutsche Bank
Germany
$5K -$84.8K -3,309 -94%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$5K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
1IA
69
1834 Investment Advisors
Wisconsin
$5K – – –
GT
70
Glenmede Trust
Pennsylvania
$4K – – –
AF
71
Allworth Financial
California
$2K – – –
FWM
72
Focused Wealth Management
New York
$2K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2K +$235 +8 +13%
ASN
74
Advisory Services Network
Georgia
$2K +$2K +70 New
JWA
75
JFS Wealth Advisors
Pennsylvania
$2K +$2K +79 New
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