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SPDR S&P Insurance ETF

127 hedge funds and large institutions have $322M invested in SPDR S&P Insurance ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 27 closing their positions.

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
34
Reduced
43
Closed
27
Calls
$4.11M
Puts
$698K
Net Calls
+$3.41M
Net Calls Change
+$2.4M
Name Market Value Shares Shares
Change
Shares
Change %
KWM
76
Keebeck Wealth Management
Illinois
$249K 6,326
HWM
77
HB Wealth Management
Georgia
$228K 5,783 +1 +0%
KW
78
KWB Wealth
California
$227K 5,537
LWM
79
Laidlaw Wealth Management
New York
$220K 5,595 -223 -4%
YWM
80
Yoder Wealth Management
California
$220K 5,595 +5,595 New
KAS
81
Kestra Advisory Services
Texas
$212K 5,374 +7 +0.1%
SWM
82
Segment Wealth Management
Texas
$211K 5,370
CAN
83
Cetera Advisor Networks
California
$208K 5,295 -2,127 -29%
TL
84
Tradewinds LLC
North Carolina
$206K 5,246 +5,246 New
EH
85
Equitable Holdings
New York
$202K 5,137 +5,137 New
IWM
86
IHT Wealth Management
Illinois
$202K 5,133 -4,906 -49%
William Blair & Company
87
William Blair & Company
Illinois
$176K 4,475
Bessemer Group
88
Bessemer Group
New Jersey
$118K 3,000
BAM
89
Belpointe Asset Management
Nevada
$104K 2,645 -256 -9%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$98.1K 2,490
MPCG
91
Matrix Private Capital Group
New York
$97K 2,465 -8,986 -78%
CT
92
Cambridge Trust
Massachusetts
$81.7K 2,075
HT
93
Headlands Technologies
Illinois
$79.9K 2,031 +2,031 New
US Bancorp
94
US Bancorp
Minnesota
$77.8K 1,977
NA
95
NewEdge Advisors
Louisiana
$61.4K 1,560 -35 -2%
BL
96
Balentine LLC
Georgia
$50.8K 1,291 +1,275 +7,969%
AF
97
Arrow Financial
New York
$49.6K 1,260
AP
98
Advisors Preferred
Maryland
$40.4K 1,022 +1,022 New
SIS
99
Sound Income Strategies
Florida
$27.2K 690
AAS
100
Ameritas Advisory Services
Nebraska
$26K 662 +662 New