We are live on ! Find out more
KIE icon

State Street SPDR S&P Insurance ETF

99 hedge funds and large institutions have $445M invested in State Street SPDR S&P Insurance ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,663% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $204K

25.42% more ownership

Funds ownership: 70.82%96.24% (+25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

7% less funds holding

Funds holding: 10799 (-8)

13% less capital invested

Capital invested by funds: $510M → $445M (-$65.5M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
27
Closed
22
Calls
$5.64M
Puts
$204K
Net Calls
+$5.43M
Net Calls Change
+$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$263K -$2.43K -63 -0.9%
LWM
52
Laidlaw Wealth Management
New York
$256K -$13.8K -357 -5%
BWFA
53
Baltimore-Washington Financial Advisors
Maryland
$250K -$77 -2 -0%
HB
54
Homrich & Berg
Georgia
$243K
RJFSA
55
Raymond James Financial Services Advisors
Florida
$240K -$1.28M -33,250 -84%
KWM
56
Keebeck Wealth Management
Illinois
$239K
SWM
57
Segment Wealth Management
Texas
$229K -$10.8K -280 -4%
HA
58
HYA Advisors
Missouri
$227K +$1.12K +29 +0.5%
IWM
59
IHT Wealth Management
Illinois
$202K +$206K +5,350 New
Jane Street
60
Jane Street
New York
$201K +$205K +5,313 New
William Blair & Company
61
William Blair & Company
Illinois
$169K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$540 +14 +0.3%
ASBI
63
American State Bank (Iowa)
Iowa
$154K
Bessemer Group
64
Bessemer Group
New Jersey
$113K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$97K -$12.7K -329 -11%
MA
66
Montag & Associates
Georgia
$94K
US Bancorp
67
US Bancorp
Minnesota
$86K
BFC
68
Bedel Financial Consulting
Indiana
$50K
MPCG
69
Matrix Private Capital Group
New York
$50K
APA
70
American Portfolios Advisors
New York
$48.1K
AF
71
Arrow Financial
New York
$48K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$46K
LDFR
73
Lehman & Derafelo Financial Resources
Pennsylvania
$34K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$29.5K +$30.1K +780 New
IA
75
IFP Advisors
Florida
$29K

KIE Hedge Fund Activity: Q3 2021 in Review

99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q3 2021, worth a combined $445M — down 13% from $510M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KIE and 15 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Citigroup, adding an estimated $48.1M. The largest seller was AssetMark Inc, cutting an estimated $152M.

  • 99 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q3 2021, down from 107 in Q2 2021.
  • Funds reported $445M of State Street SPDR S&P Insurance ETF stock for Q3 2021, down 13% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Insurance ETF positions in Q3 2021 and 22 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q3 2021 was Citigroup, an estimated $48.1M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q3 2021 was AssetMark Inc, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2021.