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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 %
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$1.27K 28 -130 -82%
CHA
127
Carmichael Hill & Associates
Maryland
$1.18K 26 +26 New
AWM
128
Able Wealth Management
New Jersey
$1.13K 25 +25 New
HGA
129
Hobbs Group Advisors
South Carolina
$1.09K 24 +24 New
CG
130
Cutler Group
California
$1K 29 -1,342 -98%
TFA
131
Transamerica Financial Advisors
Florida
$1K 1 – –
MHR
132
Matthew Hamilton Rosenberg
$633 14 – –
CSC
133
Caldwell Sutter Capital
California
$497 11 +11 New
FWM
134
Focused Wealth Management
New York
$405 9 -11 -55%
DFA
135
DHJJ Financial Advisors
Illinois
$272 6 – –
HNB
136
Huntington National Bank
Ohio
$45 1 -925 -100%
FFM
137
Fullerton Fund Management
Singapore
– – -246,452 Closed
MFS
138
Mirabella Financial Services
United Kingdom
– – -160,029 Closed
CCMG
139
Clark Capital Management Group
Pennsylvania
– – -132,968 Closed
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
– – -122,596 Closed
RWP
141
RWA Wealth Partners
Massachusetts
– – -84,500 Closed
LHWM
142
Lake Hills Wealth Management
Texas
– – -51,437 Closed
SAM
143
Synergy Asset Management
Washington
– – -46,577 Closed
CS
144
Credit Suisse
Switzerland
– – -37,651 Closed
PFMU
145
Privium Fund Management (UK)
United Kingdom
– – -35,100 Closed
PAG
146
Private Advisor Group
New Jersey
– – -28,352 Closed
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
– – -19,013 Closed
AIC
148
Ayalon Insurance Company
Israel
– – -12,370 Closed
FLC
149
Fifth Lane Capital
Texas
– – -11,407 Closed
CI
150
CX Institutional
Indiana
– – -9,391 Closed
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