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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

93 hedge funds and large institutions have $609M invested in SPDR S&P Insurance ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-9
Holders Change %
-8.82%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
30
Reduced
36
Closed
21
Calls
$819K
Puts
$819K
Net Calls
–
Net Calls Change
-$62K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.8M
2
CWM
2
Cornerstone Wealth Management
Missouri
$20.8M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$68.3M
4
TEE
4
Tibra Equities Europe
United Kingdom
$6.46M
5
CI
5
Cavalier Investments
Georgia
$3.68M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$5K
2
Bank of America
2
Bank of America
North Carolina
$380M
3
EDRH
3
Edmond de Rothschild Holding
Switzerland
$36K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
AL
5
Arnhold LLC
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
76
Heritage Trust
Oklahoma
$10K +$10K +342 New
RFA
77
Reilly Financial Advisors
California
$7K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$6K -$68.4K -2,109 -92%
AssetMark Inc
79
AssetMark Inc
California
$5K -$71M -2,271,815 -100%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +159 New
JCM
81
Jacobi Capital Management
Pennsylvania
$3K -$1.1K -34 -27%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
FMII
83
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
SWP
84
Strategic Wealth Partners
Ohio
$2K – – –
RFC
85
Regions Financial Corp
Alabama
$2K +$1.43K +45 +250%
QCIG
86
Quad-Cities Investment Group
Iowa
$2K +$2K +63 New
TFA
87
Transamerica Financial Advisors
Florida
$1K – – –
IAS
88
IMA Advisory Services
Colorado
$1K +$1K +21 New
UBS AM
89
UBS AM
Illinois
$894 +$894 +30 New
AFNAS
90
American Financial Network Advisory Services
California
$326 -$47 -1 -13%
PP
91
Pension Partners
New York
$275 +$1 +36 +0.4%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
– -$9.31M -300,000 Closed
Deutsche Bank
93
Deutsche Bank
Germany
– -$4.34M -139,810 Closed
AL
94
Arnhold LLC
New York
– -$4.34M -139,800 Closed
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
– -$3.82M -123,078 Closed
BCM
96
Barometer Capital Management
Ontario, Canada
– -$2.12M -68,400 Closed
Barclays
97
Barclays
United Kingdom
– -$816K -26,300 Closed
CS
98
Credit Suisse
Switzerland
– -$587K -18,928 Closed
SCM
99
Shelton Capital Management
Colorado
– -$219K -7,050 Closed
AB
100
AT Bancorp
Iowa
– -$206K -6,651 Closed
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4
5