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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

138 hedge funds and large institutions have $644M invested in SPDR S&P Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 26 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
34
Reduced
38
Closed
26
Calls
$4.29M
Puts
$714K
Net Calls
+$3.57M
Net Calls Change
+$4.48M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$149M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.7M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Millennium Management
5
Millennium Management
New York
$16.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$63M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$27.8M
4
FFM
4
Fullerton Fund Management
Singapore
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$739K 16,333 -19,024 -54%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$633K 14,000 – –
EIP
53
Ellis Investment Partners
Pennsylvania
$631K 13,962 +50 +0.4%
TFA
54
Toth Financial Advisory
Virginia
$626K 13,837 +15 +0.1%
Mariner
55
Mariner
Kansas
$595K 13,163 -1,559 -11%
1WM
56
1858 Wealth Management
Ohio
$587K 12,985 +12,985 New
KFS
57
Kaizen Financial Strategies
California
$578K 12,780 +5,950 +87%
CPC
58
Cookson Peirce & Co
Pennsylvania
$544K 12,027 +597 +5%
BAAM
59
Baker Avenue Asset Management
California
$474K 10,488 +10,488 New
ASFA
60
All Season Financial Advisors
Colorado
$474K 10,476 +4,363 +71%
AWA
61
Arkadios Wealth Advisors
Georgia
$464K 10,257 +67 +0.7%
SEIA
62
Signature Estate & Investment Advisors
California
$453K 10,017 – –
GI
63
GAMCO Investors
Connecticut
$452K 10,000 – –
HighTower Advisors
64
HighTower Advisors
Illinois
$449K 9,922 -311 -3%
Prudential Financial
65
Prudential Financial
New Jersey
$421K 9,304 -2,237 -19%
TFM
66
Trademark Financial Management
Minnesota
$407K 9,001 +9,001 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$380K 8,396 +807 +11%
BCM
68
Barometer Capital Management
Ontario, Canada
$369K 8,160 -15,550 -66%
B
69
Bensler
Washington
$352K 7,789 -2,814 -27%
PFA
70
Peak Financial Advisors
Colorado
$348K 7,698 +7,698 New
FTS
71
Fifth Third Securities
Ohio
$341K 7,546 -239 -3%
Two Sigma Investments
72
Two Sigma Investments
New York
$330K 7,300 +7,300 New
CA
73
Cetera Advisors
Colorado
$322K 7,116 -1,046 -13%
EWA
74
EP Wealth Advisors
California
$313K 6,928 +6,928 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$305K 6,737 +723 +12%
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