We are live on ! Find out more
KIE icon

State Street SPDR S&P Insurance ETF

118 hedge funds and large institutions have $477M invested in State Street SPDR S&P Insurance ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $323M → $477M (+$155M)

41% more call options, than puts

Call options by funds: $5.07M | Put options by funds: $3.6M

31.93% more ownership

Funds ownership: 71.37%103.3% (+32%)

8% less funds holding

Funds holding: 128118 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

33% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
28
Reduced
42
Closed
34
Calls
$5.07M
Puts
$3.6M
Net Calls
+$1.47M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Choate Investment Advisors
Massachusetts
$9.81K -$12.3K -310 -56%
CFGS
102
Concourse Financial Group Securities
Alabama
$8.22K
LFG
103
Larson Financial Group
Missouri
$4.66K -$319 -8 -7%
HT
104
Headlands Technologies
Illinois
$4.62K -$76.4K -1,918 -94%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$4.33K
NSIM
106
North Star Investment Management
Illinois
$4.09K
Simplex Trading
107
Simplex Trading
Illinois
$4K -$505K -12,683 -99%
AF
108
Allworth Financial
California
$2.33K
BC
109
Barrett & Company
Rhode Island
$2.15K
CG
110
Cutler Group
California
$2K +$2.83K +71 New
SCA
111
Stonebridge Capital Advisors
Minnesota
$1.39K +$1.35K +34 New
BCWM
112
Bartlett & Co Wealth Management
Ohio
$1.06K +$1.04K +26 New
TFA
113
Transamerica Financial Advisors
Florida
$1K +$40 +1 New
BC
114
Bartlett & Co
Ohio
$1K +$1.04K +26 New
FWM
115
Focused Wealth Management
New York
$813
FAM
116
Family Asset Management
South Carolina
$613
MHR
117
Matthew Hamilton Rosenberg
$572 +$558 +14 New
HNB
118
Huntington National Bank
Ohio
$41
MFS
119
Mirabella Financial Services
United Kingdom
-$6.62M -168,092 Closed
QAM
120
Q3 Asset Management
Michigan
-$2.68M -68,060 Closed
HF
121
HRT Financial
New York
-$2.54M -64,658 Closed
LJAC
122
L.J. Altfest & Co
New York
-$2.3M -58,445 Closed
TW
123
Transform Wealth
Colorado
-$1.45M -36,742 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$1.19M -30,275 Closed
HAS
125
HBW Advisory Services
California
-$1.14M -29,073 Closed

KIE Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q2 2023, worth a combined $477M — up 48% from $323M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KIE and 24 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 28 added.

The largest buyer was JP Morgan Chase, adding an estimated $91.8M. The largest seller was LPL Financial, cutting an estimated $13.2M.

  • 118 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q2 2023, down from 128 in Q1 2023.
  • Funds reported $477M of State Street SPDR S&P Insurance ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Insurance ETF positions in Q2 2023 and 34 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $91.8M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q2 2023 was LPL Financial, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2023.