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State Street SPDR S&P Insurance ETF

113 hedge funds and large institutions have $427M invested in State Street SPDR S&P Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.8% more ownership

Funds ownership: 96.73%97.53% (+0.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

3% less funds holding

Funds holding: 117113 (-4)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

19% less capital invested

Capital invested by funds: $528M → $427M (-$101M)

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
31
Reduced
36
Closed
17
Calls
$3.86M
Puts
Net Calls
+$3.86M
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
TrustCore Financial Services
Tennessee
$138K +$145K +3,806 New
OPW
77
Oxler Private Wealth
New York
$136K +$45.8K +1,200 New
BAM
78
Belpointe Asset Management
Nevada
$115K -$13.7K -359 -10%
Bessemer Group
79
Bessemer Group
New Jersey
$109K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$91K -$123K -3,232 -56%
CT
81
Cambridge Trust
Massachusetts
$75K
US Bancorp
82
US Bancorp
Minnesota
$71K
IA
83
IFP Advisors
Florida
$68K
GFPC
84
Global Financial Private Client
Florida
$59.2K -$20.3K -532 -25%
AWM
85
Activest Wealth Management
Florida
$49K +$51.5K +1,350 New
APA
86
American Portfolios Advisors
New York
$46K
AF
87
Arrow Financial
New York
$46K
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$33K
SIS
89
Sound Income Strategies
Florida
$25K
HI
90
Harbour Investments
Wisconsin
$21K
MA
91
MCF Advisors
Kentucky
$21K
CIA
92
Choate Investment Advisors
Massachusetts
$20K
MCC
93
Money Concepts Capital
Florida
$20K
AWM
94
Accel Wealth Management
Iowa
$19K +$76 +2 +0.4%
CFGS
95
Concourse Financial Group Securities
Alabama
$18K
SPIA
96
Steward Partners Investment Advisory
New York
$16K -$2.9K -76 -15%
Amundi
97
Amundi
France
$15K
HIA
98
Harbor Investment Advisory
Maryland
$10K
FHA
99
First Horizon Advisors
Tennessee
$9K
LFG
100
Larson Financial Group
Missouri
$5K +$4.96K +130 New

KIE Hedge Fund Activity: Q3 2022 in Review

113 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q3 2022, worth a combined $427M — down 19% from $528M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KIE and 16 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $28.6M. The largest seller was Goldman Sachs, cutting an estimated $42.8M.

  • 113 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q3 2022, down from 117 in Q2 2022.
  • Funds reported $427M of State Street SPDR S&P Insurance ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Insurance ETF positions in Q3 2022 and 17 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q3 2022 was Bank of America, an estimated $28.6M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q3 2022 was Goldman Sachs, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2022.