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SPDR S&P Insurance ETF

147 hedge funds and large institutions have $718M invested in SPDR S&P Insurance ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
48
Reduced
40
Closed
22
Calls
$5.64M
Puts
$32.2M
Net Calls
-$26.5M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
76
EP Wealth Advisors
California
$419K +$25.5K +449 +6%
PFA
77
Pinnacle Family Advisors
Missouri
$413K +$413K +7,270 New
TI
78
Trexquant Investment
Connecticut
$389K -$8.4K -148 -2%
NFP
79
Narus Financial Partners
Utah
$377K +$2.84K +50 +0.8%
Wealthfront Advisers
80
Wealthfront Advisers
California
$376K -$5.85K -103 -2%
PI
81
PFG Investments
New York
$374K +$24K +423 +7%
CSPIA
82
Cary Street Partners Investment Advisory
Virginia
$370K
RIL
83
Rothschild Investment LLC
Illinois
$338K
HWM
84
HB Wealth Management
Georgia
$327K
SWA
85
Stratos Wealth Advisors
Ohio
$319K +$319K +5,620 New
KWM
86
Keebeck Wealth Management
Illinois
$316K -$8.34K -147 -3%
PS
87
Principal Securities
Iowa
$312K +$295K +5,191 +1,702%
SWM
88
Segment Wealth Management
Texas
$305K
VCWA
89
Vanguard Capital Wealth Advisors
Colorado
$290K +$290K +5,116 New
LCGC
90
Legacy Capital Group California
California
$287K +$287K +5,060 New
HH
91
Hilltop Holdings
Texas
$283K +$283K +4,979 New
JCM
92
Janney Capital Management
Pennsylvania
$275K +$275K +4,853 New
YWM
93
Yoder Wealth Management
California
$256K -$65K -1,145 -20%
PPP
94
Private Portfolio Partners
New Jersey
$251K +$251K +4,431 New
LFAS
95
Level Four Advisory Services
Texas
$246K +$246K +4,389 New
William Blair & Company
96
William Blair & Company
Illinois
$246K
ARMT
97
Amica Retiree Medical Trust
Rhode Island
$245K +$245K +4,311 New
FHC
98
First Heartland Consultants
Missouri
$243K +$6.81K +120 +3%
PA
99
PFG Advisors
Arizona
$240K -$20.8K -366 -8%
TFM
100
Trademark Financial Management
Minnesota
$240K -$316K -5,571 -57%