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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

106 hedge funds and large institutions have $510M invested in SPDR S&P Insurance ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
106
Holders Change
+15
Holders Change %
+16.48%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
26
Reduced
23
Closed
11
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$13.5M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.85M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$147M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$46K
5
Wells Fargo
5
Wells Fargo
California
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
76
American Portfolios Advisors
New York
$49K 1,272 – –
AF
77
Arrow Financial
New York
$49K 1,260 – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$46K 1,190 -171,240 -99%
LDFR
79
Lehman & Derafelo Financial Resources
Pennsylvania
$35K 900 – –
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K 829 +829 New
GWM
81
Geneos Wealth Management
Colorado
$31K 803 +803 New
IA
82
IFP Advisors
Florida
$29K 741 – –
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$25K 659 – –
CIA
84
Choate Investment Advisors
Massachusetts
$24K 630 – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$24K 616 +571 +1,269%
MA
86
MCF Advisors
Kentucky
$23K 588 – –
CFGS
87
Concourse Financial Group Securities
Alabama
$21K 542 – –
SPIA
88
Steward Partners Investment Advisory
New York
$20K 531 -1,439 -73%
FHA
89
First Horizon Advisors
Tennessee
$13K 362 – –
HIA
90
Harbor Investment Advisory
Maryland
$11K 279 – –
FPW
91
Flagship Private Wealth
Massachusetts
$9.9K 258 +258 New
PMFA
92
Plante Moran Financial Advisors
Michigan
$7K 190 +190 New
NFG
93
Next Financial Group
Texas
$5K 138 -8 -5%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$5K 139 – –
NSIM
95
North Star Investment Management
Illinois
$4K 100 – –
CI
96
CX Institutional
Indiana
$4K 112 +112 New
FWM
97
Focused Wealth Management
New York
$3K 73 – –
ASN
98
Advisory Services Network
Georgia
$3K 70 +70 New
NFSG
99
Newbridge Financial Services Group
Florida
$2K 53 – –
AF
100
Allworth Financial
California
$2K 57 – –
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