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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

97 hedge funds and large institutions have $429M invested in SPDR S&P Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
34
Reduced
24
Closed
20
Calls
$713K
Puts
$361K
Net Calls
+$352K
Net Calls Change
-$293K

Top Buyers

1
RCP
1
Rothschild Capital Partners
New York
$7.61M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.18M
3
CA
3
Cumberland Advisors
Florida
$4.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.95M
5
X
5
Xponance
Pennsylvania
$4.27M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Bank of America
2
Bank of America
North Carolina
$210M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$81K
4
BCM
4
Beck Capital Management
Texas
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11K
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
76
Versant Capital Management
Arizona
$31K 1,068 – –
VNA
77
Valley National Advisers
Pennsylvania
$22K 765 – –
BFEC
78
Benjamin F. Edwards & Company
Missouri
$21K 702 -15 -2%
FANJ
79
Financial Architects (New Jersey)
New Jersey
$19K 654 +639 +4,260%
SBL
80
Sargent Bickham Lagudis
Colorado
$14K 468 +468 New
LWM
81
Lenox Wealth Management
Ohio
$14K 477 +477 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$11K 360 -159,225 -100%
CG
83
Cutler Group
California
$8K 300 +300 New
CFD
84
Creative Financial Designs
Indiana
$6K 213 +213 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$3K 117 – –
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$3K 102 +102 New
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$3K 111 +111 New
PA
88
Parallel Advisors
California
$3K 114 +114 New
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 60 – –
CDIA
90
Capital Directions Investment Advisors
Georgia
$2K 66 +66 New
WEC
91
Winslow Evans & Crocker
Massachusetts
$1.15K 39 -3 -7%
AssetMark Inc
92
AssetMark Inc
California
$1K 33 -3,182,232 -100%
TFA
93
Transamerica Financial Advisors
Florida
$1K 3 – –
SEI Investments
94
SEI Investments
Pennsylvania
$1K 18 – –
Walleye Trading
95
Walleye Trading
New York
$187 6,354 +6,354 New
IWM
96
IHT Wealth Management
Illinois
$59 216 +198 +1,100%
BCM
97
Beck Capital Management
Texas
– – -186,804 Closed
CCMG
98
Clark Capital Management Group
Pennsylvania
– – -128,739 Closed
ACP
99
Aveo Capital Partners
Colorado
– – -56,421 Closed
VC
100
Vicus Capital
Pennsylvania
– – -50,304 Closed
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4
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