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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

111 hedge funds and large institutions have $862M invested in SPDR S&P Insurance ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
39
Reduced
22
Closed
13
Calls
$816K
Puts
–
Net Calls
+$816K
Net Calls Change
+$816K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$75.3M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$177M
3
Bank of America
3
Bank of America
North Carolina
$438M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$2.15M
2
Citigroup
2
Citigroup
New York
$210K
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
76
Archford Capital Strategies
Illinois
$55K -$2.2K -65 -4%
LDFR
77
Lehman & Derafelo Financial Resources
Pennsylvania
$55K – – –
BFC
78
Bedel Financial Consulting
Indiana
$45K – – –
VFA
79
Valeo Financial Advisors
Indiana
$44K – – –
AF
80
Arrow Financial
New York
$43K – – –
EDRH
81
Edmond de Rothschild Holding
Switzerland
$41K – – –
GI
82
Gradient Investments
Minnesota
$30K +$28.7K +836 +2,144%
1IA
83
1834 Investment Advisors
Wisconsin
$23K +$4.77K +138 +26%
OIA
84
Optimum Investment Advisors
Illinois
$20K – – –
William Blair & Company
85
William Blair & Company
Illinois
$17K – – –
RIA
86
Realta Investment Advisors
Delaware
$16K – – –
BFEC
87
Benjamin F. Edwards & Company
Missouri
$14K – – –
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
FANJ
89
Financial Architects (New Jersey)
New Jersey
$7K +$7K +196 New
FWM
90
Focused Wealth Management
New York
$5K -$2.18K -61 -30%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$5K – – –
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5K +144 New
UBS AM
95
UBS AM
Illinois
$3.81K +$2.79K +82 +273%
TCOV
96
Trust Company of Vermont
Vermont
$3K +$3K +100 New
ACA
97
Atlas Capital Advisors
Wyoming
$2.2K +$2.2K +64 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2K -$339 -10 -14%
BWM
99
BerganKDV Wealth Management
Minnesota
$2K – – –
LA
100
Legacy Advisors
Pennsylvania
$2K – – –
1 2 3
4
5