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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

96 hedge funds and large institutions have $390M invested in SPDR S&P Insurance ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-19
Holders Change %
-16.52%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
23
Reduced
34
Closed
32
Calls
$374K
Puts
$2K
Net Calls
+$372K
Net Calls Change
-$553K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$292M
2
Morgan Stanley
Morgan Stanley
New York
$34.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.65M
5
TRCT
Tower Research Capital (TRC)
New York
$2.43M

Top Sellers

1
CA
Cumberland Advisors
Florida
$0
2
TFA
Toth Financial Advisory
Virginia
$1.15M
3
UBS Group
UBS Group
Switzerland
$5.2M
4
BCM
Brookstone Capital Management
Illinois
$0
5
FAAS
First Allied Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CBT
77
Capital Bank & Trust
California
$5K +$5K +204 New
1IA
78
1834 Investment Advisors
Wisconsin
$4K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$3K +$2.2K +101 +273%
CAN
80
Claraphi Advisory Network
United States
$3K +$3K +110 New
FWM
81
Focused Wealth Management
New York
$2K -$83 -3 -4%
BWM
82
BerganKDV Wealth Management
Minnesota
$2K – – –
ASN
83
Advisory Services Network
Georgia
$2K – – –
ACA
84
Atlas Capital Advisors
Wyoming
$1.61K +$25 +1 +2%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$1K -$505K -28,811 -100%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1K -$1.93K -87 -66%
GI
87
Gradient Investments
Minnesota
$1K – – –
AF
88
Allworth Financial
California
$1K – – –
HPC
89
HM Payson & Co
Maine
$1K – – –
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$1K +$1K +39 New
BWA
91
Burt Wealth Advisors
Maryland
$1K +$1K +44 New
CA
92
Cumberland Advisors
Florida
– -$6.15M -173,535 Closed
BCM
93
Brookstone Capital Management
Illinois
– -$3.34M -94,144 Closed
FAAS
94
First Allied Advisory Services
California
– -$3.2M -90,400 Closed
GSC
95
G&S Capital
Colorado
– -$3.13M -88,412 Closed
BAM
96
Bruderman Asset Management
New York
– -$3.09M -86,672 Closed
SWM
97
Segment Wealth Management
Texas
– -$3.06M -86,272 Closed
EPA
98
Element Pointe Advisors
Florida
– -$1.65M -46,435 Closed
JG
99
Jefferies Group
New York
– -$1.24M -35,000 Closed
PAG
100
Private Advisor Group
New Jersey
– -$673K -19,008 Closed
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