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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

106 hedge funds and large institutions have $510M invested in SPDR S&P Insurance ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
+15
Holders Change %
+16.48%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
26
Reduced
23
Closed
11
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$13.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.85M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$147M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$46K
5
Wells Fargo
5
Wells Fargo
California
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$368K 9,554 +574 +6%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$353K 9,153 +306 +3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$343K 8,902 +1,468 +20%
Truist Financial
54
Truist Financial
North Carolina
$288K 7,467 -393 -5%
SAF
55
Smith Anglin Financial
Texas
$286K 7,422 +7,422 New
CAN
56
Cetera Advisor Networks
California
$285K 7,391 +7,391 New
LWM
57
Laidlaw Wealth Management
New York
$275K 7,131 -142 -2%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$270K 7,017 -1 -0%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$255K 6,628 -338 -5%
HB
60
Homrich & Berg
Georgia
$248K 6,422 – –
SWM
61
Segment Wealth Management
Texas
$245K 6,350 – –
KWM
62
Keebeck Wealth Management
Illinois
$244K 6,326 -95 -1%
HA
63
HYA Advisors
Missouri
$219K 5,688 -909 -14%
SWA
64
Stratos Wealth Advisors
Ohio
$209K 5,435 +5,435 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$205K 5,327 +5,327 New
William Blair & Company
66
William Blair & Company
Illinois
$172K 4,475 – –
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$172K 4,459 +13 +0.3%
RDWM
68
Red Door Wealth Management
Tennessee
$166K 4,320 +4,320 New
TI
69
tru Independence
Oregon
$162K 4,201 +4,201 New
Bessemer Group
70
Bessemer Group
New Jersey
$116K 3,000 – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$112K 2,907 -94 -3%
MA
72
Montag & Associates
Georgia
$96K 2,500 – –
US Bancorp
73
US Bancorp
Minnesota
$88K 2,277 – –
BFC
74
Bedel Financial Consulting
Indiana
$51K 1,332 – –
MPCG
75
Matrix Private Capital Group
New York
$51K 1,330 +1,330 New
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