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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 %
NA
101
NewEdge Advisors
Louisiana
$62.7K 1,387 -126 -8%
BL
102
Balentine LLC
Georgia
$58.4K 1,291 – –
AF
103
Arrow Financial
New York
$57K 1,260 – –
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$54.6K 1,207 -2,798 -70%
AP
105
Advisors Preferred
Maryland
$44.3K 974 +974 New
IA
106
IFP Advisors
Florida
$33.5K 741 – –
FWM
107
FSA Wealth Management
Massachusetts
$32K 700 +700 New
EWA
108
EverSource Wealth Advisors
Alabama
$22.6K 500 -500 -50%
PS
109
Principal Securities
Iowa
$21.8K 483 +483 New
PTC
110
Private Trust Company
Ohio
$19.9K 440 +440 New
Amundi
111
Amundi
France
$18.2K 400 – –
ASN
112
Advisory Services Network
Georgia
$13.6K 300 +300 New
HIA
113
Harbor Investment Advisory
Maryland
$12.6K 279 – –
First Manhattan
114
First Manhattan
New York
$12.2K 270 – –
PBK
115
Peoples Bank (Kansas)
Kansas
$9.95K 220 +45 +26%
NS
116
NBC Securities
Alabama
$9K 200 – –
LFG
117
Larson Financial Group
Missouri
$4.93K 109 -5 -4%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$4.79K 106 – –
TVAMP
119
Tennessee Valley Asset Management Partners
Tennessee
$4.62K 102 +102 New
NSIM
120
North Star Investment Management
Illinois
$4.52K 100 – –
VWM
121
Venturi Wealth Management
Texas
$4.41K 97 – –
CFGS
122
Concourse Financial Group Securities
Alabama
$3.26K 72 -626 -90%
LF
123
Lee Financial
Texas
$2.71K 60 – –
AF
124
Allworth Financial
California
$2.58K 57 – –
BC
125
Barrett & Company
Rhode Island
$2.38K 53 – –
3 4
5
6 7