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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

104 hedge funds and large institutions have $527M invested in SPDR S&P Insurance ETF in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
25
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Segment Wealth Management
Texas
$4.26M
2
CA
Cumberland Advisors
Florida
$2.89M
3
Citadel Advisors
Citadel Advisors
Florida
$5.83M
4
TRCT
Tower Research Capital (TRC)
New York
$4.1M
5
JG
Jefferies Group
New York
$1.27M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$319M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.2M
3
CWM
Cornerstone Wealth Management
Missouri
$876K
4
BCM
Barometer Capital Management
Ontario, Canada
$2.93M
5
Morgan Stanley
Morgan Stanley
New York
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Arrow Financial
New York
$36K – – –
FHB
77
First Hawaiian Bank
Hawaii
$35K – – –
EDRH
78
Edmond de Rothschild Holding
Switzerland
$34K – – –
BAM
79
Bruderman Asset Management
New York
$26K +$26K +925 New
PW
80
Price Wealth
Texas
$22K – – –
1IA
81
1834 Investment Advisors
Wisconsin
$20K +$20K +704 New
OIA
82
Optimum Investment Advisors
Illinois
$17K – – –
KCM
83
Karp Capital Management
California
$15K +$15K +528 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$12K – – –
HT
85
Heritage Trust
Oklahoma
$10K – – –
NSG
86
Nalls Sherbakoff Group
Tennessee
$8K +$8K +270 New
Bessemer Group
87
Bessemer Group
New Jersey
$7K -$475 -16 -6%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$7K +$2.7K +100 +63%
WF
89
WealthTrust Fairport
Ohio
$6K -$8.81K -304 -59%
FWM
90
Focused Wealth Management
New York
$6K -$1.86K -67 -24%
HR
91
Howe & Rusling
New York
$3K -$3K -105 -50%
PA
92
Parallel Advisors
California
$3K -$641 -25 -18%
JCM
93
Jacobi Capital Management
Pennsylvania
$3K – – –
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
CWM
95
Catamount Wealth Management
Connecticut
$3K +$3K +88 New
QCIG
96
Quad-Cities Investment Group
Iowa
$2K – – –
BWM
97
BerganKDV Wealth Management
Minnesota
$2K +$2K +67 New
BOPW
98
Brandywine Oak Private Wealth
Pennsylvania
$2K +$2K +150 New
TFA
99
Transamerica Financial Advisors
Florida
$1K – – –
WANY
100
Wealthspire Advisors (New York)
New York
$1K +$1K +33 New
1 2 3
4
5