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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

94 hedge funds and large institutions have $634M invested in SPDR S&P Insurance ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
30
Closed
13
Calls
$795K
Puts
$917K
Net Calls
-$122K
Net Calls Change
-$122K

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
$95.2M
2
BCM
Barometer Capital Management
Ontario, Canada
$8.94M
3
VF
Virtu Financial
New York
$1.61M
4
TRCT
Tower Research Capital (TRC)
New York
$2.92M
5
RJA
Raymond James & Associates
Florida
$1.74M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$388M
2
TEE
Tibra Equities Europe
United Kingdom
$1.06M
3
CI
Cavalier Investments
Georgia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
76
Heritage Trust
Oklahoma
$11K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$10K +$3.91K +119 +64%
FWM
78
Focused Wealth Management
New York
$9K -$1M -31,509 -99%
Bessemer Group
79
Bessemer Group
New Jersey
$8K +$8K +252 New
HR
80
Howe & Rusling
New York
$7K -$11.3K -340 -62%
M
81
MOTCO
Texas
$6K +$6K +174 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$5K – – –
PA
83
Parallel Advisors
California
$5K +$5K +142 New
AssetMark Inc
84
AssetMark Inc
California
$4K -$812 -27 -17%
WAM
85
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
JCM
87
Jacobi Capital Management
Pennsylvania
$3K – – –
VRM
88
Vectors Research Management
New York
$3K +$3K +105 New
QCIG
89
Quad-Cities Investment Group
Iowa
$2K – – –
Simplex Trading
90
Simplex Trading
Illinois
$2K +$2K +91 New
TFA
91
Transamerica Financial Advisors
Florida
$1K – – –
UBS AM
92
UBS AM
Illinois
$962 – – –
CF
93
Centaurus Financial
California
$105 -$601K -17,166 -100%
CI
94
Cavalier Investments
Georgia
– -$3.68M -123,419 Closed
WAM
95
Wolverine Asset Management
Illinois
– -$2.24M -75,000 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$1.88M -63,174 Closed
BFA
97
Beaumont Financial Advisors
Massachusetts
– -$1.64M -54,944 Closed
MIAN
98
Mariner Independent Advisor Network
Kansas
– -$341K -11,451 Closed
William Blair & Company
99
William Blair & Company
Illinois
– -$162K -5,451 Closed
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$27K -917 Closed
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4
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