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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

86 hedge funds and large institutions have $340M invested in SPDR S&P Insurance ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
18
Reduced
35
Closed
26
Calls
$252K
Puts
$283K
Net Calls
-$31K
Net Calls Change
-$403K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$11.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.23M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.99M
4
SWM
4
Segment Wealth Management
Texas
$4.32M
5
SAM
5
Stringer Asset Management
Tennessee
$3.53M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$230M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
76
Glenmede Trust
Pennsylvania
$4K +$4K +156 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +159 New
CI
78
CX Institutional
Indiana
$2K -$2.21M -60,779 -100%
AF
79
Allworth Financial
California
$2K – – –
FWM
80
Focused Wealth Management
New York
$2K – – –
ACA
81
Atlas Capital Advisors
Wyoming
$1.77K – – –
GI
82
Gradient Investments
Minnesota
$1K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1K +$250 +15 +33%
EW
84
Evoke Wealth
California
$1K +$1K +28 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
– -$3.03M -121,512 Closed
CWM
86
Cornerstone Wealth Management
Missouri
– -$679K -27,251 Closed
TSS
87
Two Sigma Securities
New York
– -$520K -20,850 Closed
JGC
88
J. Goldman & Co
New York
– -$309K -12,375 Closed
VLC
89
Van Leeuwen & Company
New Jersey
– -$264K -10,587 Closed
GCP
90
GSA Capital Partners
United Kingdom
– -$249K -10,000 Closed
CCG
91
Chatham Capital Group
Georgia
– -$224K -9,000 Closed
X
92
Xponance
Pennsylvania
– -$147K -5,915 Closed
AIC
93
Ameritas Investment Company
Nebraska
– -$41K -1,632 Closed
LDFR
94
Lehman & Derafelo Financial Resources
Pennsylvania
– -$39K -1,575 Closed
SWA
95
Stratos Wealth Advisors
Ohio
– -$31K -1,236 Closed
SF
96
Synovus Financial
Georgia
– -$26K -1,018 Closed
NEIRG
97
New England Investment & Retirement Group
Massachusetts
– -$25K -999 Closed
WAP
98
Wealthcare Advisory Partners
Pennsylvania
– -$10K -411 Closed
CBT
99
Capital Bank & Trust
California
– -$5K -204 Closed
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
– -$3K -138 Closed
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