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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

102 hedge funds and large institutions have $721M invested in SPDR S&P Insurance ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
27
Reduced
35
Closed
14
Calls
$648K
Puts
$586K
Net Calls
+$62K
Net Calls Change
+$605K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$57M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.31M
3
Deutsche Bank
Deutsche Bank
Germany
+$4.34M
4
WAM
Wolverine Asset Management
Illinois
+$3.72M
5
AssetMark Inc
AssetMark Inc
California
+$3.59M

Top Sellers

1
NEIRG
New England Investment & Retirement Group
Massachusetts
-$12M
2
HR
Howe & Rusling
New York
-$5.21M
3
SG Americas Securities
SG Americas Securities
New York
-$3.25M
4
Wells Fargo
Wells Fargo
California
-$2.66M
5
CS
Credit Suisse
Switzerland
-$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$44K -$43.3K -1,400 -50%
BFC
77
Bedel Financial Consulting
Indiana
$41K +$41K +1,332 New
HR
78
Howe & Rusling
New York
$40K -$5.21M -169,230 -99%
VFA
79
Valeo Financial Advisors
Indiana
$40K – – –
AF
80
Arrow Financial
New York
$39K – – –
OIA
81
Optimum Investment Advisors
Illinois
$19K +$19K +600 New
IWM
82
IHT Wealth Management
Illinois
$17K +$2.88K +97 +20%
APP
83
Avantax Planning Partners
Iowa
$16K +$16K +513 New
WF
84
WealthTrust Fairport
Ohio
$15K +$15K +480 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$13K – – –
SEI Investments
86
SEI Investments
Pennsylvania
$13K +$10.1K +312 +347%
TL
87
TrueWealth LLC
Georgia
$8K +$8K +252 New
AWA
88
Acorn Wealth Advisors
Michigan
$8K +$8K +254 New
RFA
89
Reilly Financial Advisors
California
$7K +$7K +234 New
JCM
90
Jacobi Capital Management
Pennsylvania
$4K +$4K +127 New
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
WAM
92
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Simplex Trading
94
Simplex Trading
Illinois
$2K -$15.9K -635 -89%
ASN
95
Advisory Services Network
Georgia
$2K – – –
JWA
96
JFS Wealth Advisors
Pennsylvania
$2K +$1.57K +44 +367%
SWP
97
Strategic Wealth Partners
Ohio
$2K +$2K +75 New
RFC
98
Regions Financial Corp
Alabama
$1K – – –
TFA
99
Transamerica Financial Advisors
Florida
$1K – – –
AFNAS
100
American Financial Network Advisory Services
California
$310 -$457K -11,782 -100%
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4
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