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SPDR S&P Insurance ETF

171 hedge funds and large institutions have $702M invested in SPDR S&P Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-14
Holders Change %
-7.57%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
48
Reduced
55
Closed
37
Calls
$3.04M
Puts
$6.47M
Net Calls
-$3.44M
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
51
1858 Wealth Management
Ohio
$924K +$6.63K +111 +0.7%
IWA
52
IBEX Wealth Advisors
New Jersey
$877K -$129K -2,165 -13%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$847K -$97.6K -1,633 -10%
MFG
54
Merit Financial Group
Georgia
$845K -$327K -5,472 -28%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$813K +$40.8K +683 +5%
PWM
56
Perigon Wealth Management
California
$774K -$808K -13,523 -51%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$772K -$2.33K -39 -0.3%
TFA
58
Toth Financial Advisory
Virginia
$753K +$2.03K +34 +0.3%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$717K
Truist Financial
60
Truist Financial
North Carolina
$714K -$9.08K -152 -1%
JE
61
JMAC Enterprises
Pennsylvania
$634K -$185K -3,094 -23%
Wealthfront Advisers
62
Wealthfront Advisers
California
$620K +$53.2K +890 +9%
KPWS
63
Kestra Private Wealth Services
Texas
$612K -$7.17K -120 -1%
CPC
64
Cookson Peirce & Co
Pennsylvania
$609K -$25.9K -433 -4%
FF
65
Foronjy Financial
California
$585K +$585K +9,800 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$567K +$193K +3,286 +52%
FTS
67
Fifth Third Securities
Ohio
$564K +$36.3K +608 +7%
JF
68
Jump Financial
Illinois
$556K -$834K -13,967 -60%
HH
69
Hilltop Holdings
Texas
$532K -$14.3K -240 -3%
Marshall Wace
70
Marshall Wace
United Kingdom
$520K +$190K +3,175 +57%
FTUS
71
Flow Traders U.S.
New York
$516K -$696K -11,644 -57%
CIC
72
Chase Investment Counsel
Virginia
$508K +$508K +8,517 New
KFS
73
Kaizen Financial Strategies
California
$501K +$11.2K +188 +2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$452K -$94.1K -1,576 -17%
IA
75
Integrity Alliance
Iowa
$443K +$443K +7,416 New