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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

185 hedge funds and large institutions have $842M invested in SPDR S&P Insurance ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 29 closing their positions.

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
58
Reduced
42
Closed
29
Calls
$2.05M
Puts
$2.48M
Net Calls
-$423K
Net Calls Change
+$11.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$19.9M
3
Citigroup
3
Citigroup
New York
$16.3M
4
DS
4
DRW Securities
Illinois
$5.81M
5
Raymond James Financial
5
Raymond James Financial
Florida
$23.5M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$573K
2
UBS Group
2
UBS Group
Switzerland
$63.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$98.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.7M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTS
76
Fifth Third Securities
Ohio
$535K 8,834 +260 +3%
HAS
77
HBW Advisory Services
California
$497K 8,205 +8,205 New
KFS
78
Kaizen Financial Strategies
California
$496K 8,200 -3,330 -29%
CI
79
CX Institutional
Indiana
$467K 7,708 +7,256 +1,605%
PFA
80
Pinnacle Family Advisors
Missouri
$446K 7,375 +7,375 New
EWA
81
EP Wealth Advisors
California
$446K 7,369 – –
YIH
82
Y-Intercept (HK)
Hong Kong
$437K 7,226 +7,226 New
TFM
83
Trademark Financial Management
Minnesota
$422K 6,964 +2,853 +69%
CSP
84
Cary Street Partners
Virginia
$385K 6,364 – –
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$384K 6,344 +6,344 New
FHC
86
First Heartland Consultants
Missouri
$365K 6,035 +525 +10%
PI
87
PFG Investments
New York
$349K 5,763 -755 -12%
HWM
88
HB Wealth Management
Georgia
$349K 5,760 – –
RIL
89
Rothschild Investment LLC
Illinois
$339K 5,600 -350 -6%
AWM
90
Avior Wealth Management
Nebraska
$338K 5,592 -2,972 -35%
WC
91
Waterloo Capital
Texas
$337K 5,569 -210 -4%
Marshall Wace
92
Marshall Wace
United Kingdom
$334K 5,522 +5,522 New
DQRIM
93
Dale Q Rice Investment Management
Washington
$330K 5,452 +5,452 New
Jones Financial Companies
94
Jones Financial Companies
Missouri
$329K 5,465 +1,084 +25%
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$325K 5,370 +220 +4%
William Blair & Company
96
William Blair & Company
Illinois
$323K 5,329 +273 +5%
CW
97
CreativeOne Wealth
Kansas
$308K 5,096 +5,096 New
CFG
98
Citizens Financial Group
Rhode Island
$298K 4,930 +4,930 New
NA
99
NewEdge Advisors
Louisiana
$294K 4,855 -1,103 -19%
CF
100
Claris Financial
Virginia
$291K 5,150 – –
2 3
4
5 6