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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

138 hedge funds and large institutions have $644M invested in SPDR S&P Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 26 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
34
Reduced
38
Closed
26
Calls
$4.29M
Puts
$714K
Net Calls
+$3.57M
Net Calls Change
+$4.48M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$149M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.7M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Millennium Management
5
Millennium Management
New York
$16.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$63M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$27.8M
4
FFM
4
Fullerton Fund Management
Singapore
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$303K 6,696 -2,861 -30%
NFP
77
Narus Financial Partners
Utah
$298K 6,600 – –
TPSF
78
Texas Permanent School Fund
Texas
$287K 6,355 – –
KWM
79
Keebeck Wealth Management
Illinois
$286K 6,326 – –
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$285K 6,313 +6,313 New
Simplex Trading
81
Simplex Trading
Illinois
$285K 6,306 +6,306 New
YWM
82
Yoder Wealth Management
California
$263K 5,820 – –
HWM
83
HB Wealth Management
Georgia
$260K 5,760 – –
AWM
84
AE Wealth Management
Kansas
$250K 5,252 -13,014 -71%
KAS
85
Kestra Advisory Services
Texas
$245K 5,421 -963 -15%
SWM
86
Segment Wealth Management
Texas
$243K 5,370 – –
MFG
87
Merit Financial Group
Georgia
$234K 5,181 -4,886 -49%
PI
88
PFG Investments
New York
$216K 4,776 +4,776 New
Wealthfront Advisers
89
Wealthfront Advisers
California
$206K 4,560 +4,560 New
MWM
90
Meridian Wealth Management
Kentucky
$204K 4,505 +4,505 New
CAN
91
Cetera Advisor Networks
California
$202K 4,472 -19,901 -82%
PPP
92
Private Portfolio Partners
New Jersey
$200K 4,431 +4,431 New
William Blair & Company
93
William Blair & Company
Illinois
$196K 4,329 -121 -3%
MCM
94
Manchester Capital Management
Vermont
$136K 3,000 – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$126K 2,777 -4 -0.1%
US Bancorp
96
US Bancorp
Minnesota
$105K 2,331 – –
Comerica Bank
97
Comerica Bank
Texas
$97.2K 2,149 -591 -22%
CT
98
Cambridge Trust
Massachusetts
$93.8K 2,075 – –
SPIA
99
Steward Partners Investment Advisory
New York
$72.2K 1,596 – –
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$69.8K 1,535 +1,535 New
2 3
4
5 6