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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

112 hedge funds and large institutions have $427M invested in SPDR S&P Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
1.94%
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
30
Reduced
36
Closed
17
Calls
$3.86M
Puts
–
Net Calls
+$3.86M
Net Calls Change
+$3.45M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$57.6M
2
UBS Group
2
UBS Group
Switzerland
$17.1M
3
SWP
3
Strategic Wealth Partners
Ohio
$4.33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.75M
5
MFG
5
Merit Financial Group
Georgia
$3.23M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$57.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$102M
3
MIH
3
Meitav Investment House
Israel
$727K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +106 New
BC
102
Barrett & Company
Rhode Island
$2.15K +$2.15K +53 New
AF
103
Allworth Financial
California
$2K – – –
NFSG
104
Newbridge Financial Services Group
Florida
$2K +$36 +1 +2%
CIM
105
Contravisory Investment Management
Massachusetts
$2K +$2K +49 New
BEI
106
Benjamin Edwards Inc
Missouri
$1K – – –
BL
107
Balentine LLC
Georgia
$1K – – –
FWM
108
Focused Wealth Management
New York
$1K – – –
PTC
109
Private Trust Company
Ohio
$1K +$1K +33 New
FA
110
Flagstar Advisors
New York
$831 +$831 +23 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$123 +$28 +723 +29%
CCMG
112
Clark Capital Management Group
Pennsylvania
– -$4.95M -130,719 Closed
Barclays
113
Barclays
United Kingdom
– -$3.79M -100,000 Closed
VC
114
Vicus Capital
Pennsylvania
– -$2.11M -55,642 Closed
BCM
115
Barometer Capital Management
Ontario, Canada
– -$866K -20,700 Closed
Walleye Capital
116
Walleye Capital
New York
– -$775K -20,465 Closed
BBHC
117
Brown Brothers Harriman & Co
New York
– -$668K -17,642 Closed
KAS
118
Kestra Advisory Services
Texas
– -$583K -15,413 Closed
SWA
119
Stratos Wealth Advisors
Ohio
– -$228K -6,025 Closed
OPS
120
Orion Portfolio Solutions
Nebraska
– -$222K -5,869 Closed
HWM
121
HB Wealth Management
Georgia
– -$206K -5,438 Closed
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
– -$204K -5,404 Closed
SWM
123
Segment Wealth Management
Texas
– -$203K -5,370 Closed
CA
124
CoreCap Advisors
Michigan
– -$95K -2,506 Closed
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
– -$25K -659 Closed
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5
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