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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

59 hedge funds and large institutions have $550M invested in SPDR S&P Insurance ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
15
Reduced
21
Closed
8
Calls
$289K
Puts
$778K
Net Calls
-$489K
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$344M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$37.1M
3
NEIRG
3
New England Investment & Retirement Group
Massachusetts
$7.01M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.37M
5
UBS Group
5
UBS Group
Switzerland
$5.13M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$20.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$382K
4
VF
4
Virtu Financial
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$5.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$344M 4,643,834 +1,005,858 +28%
CS
2
Credit Suisse
Switzerland
$51.9M 700,001 -6,586 -0.9%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$37.1M 499,994 +499,884 +454,440%
FMI
4
Factory Mutual Insurance
Massachusetts
$24.4M 329,800 – –
Morgan Stanley
5
Morgan Stanley
New York
$20.5M 276,802 -165,943 -37%
BCM
6
Brookstone Capital Management
Illinois
$14.8M 200,060 -13,855 -6%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$7.01M 94,534 +94,534 New
Goldman Sachs
8
Goldman Sachs
New York
$5.57M 75,170 -39,432 -34%
UBS Group
9
UBS Group
Switzerland
$5.13M 69,217 +30,659 +80%
Wells Fargo
10
Wells Fargo
California
$4.2M 56,610 +22,702 +67%
TFA
11
Toth Financial Advisory
Virginia
$3.85M 51,917 -1,550 -3%
Citigroup
12
Citigroup
New York
$3.8M 51,334 -470 -0.9%
BCM
13
Barometer Capital Management
Ontario, Canada
$3.54M 47,800 +29,700 +164%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.37M 45,435 +44,705 +6,124%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.06M 41,299 +3,614 +10%
TSWM
16
Triangle Securities Wealth Management
North Carolina
$2.89M 39,052 +70 +0.2%
X
17
Xponance
Pennsylvania
$1.76M 23,757 -19,740 -45%
AIC
18
Ayalon Insurance Company
Israel
$1.63M 22,000 – –
RJA
19
Raymond James & Associates
Florida
$1.1M 14,903 -13 -0.1%
LPL Financial
20
LPL Financial
California
$1.09M 14,575 -857 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$769K 10,379 +2,517 +32%
SB
22
Suntrust Banks
Georgia
$758K 10,244 -125 -1%
JG
23
Jefferies Group
New York
$687K 9,273 -2,227 -19%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$667K 9,004 +484 +6%
MFS
25
MSI Financial Services
Massachusetts
$626K 8,447 +1,841 +28%
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