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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

77 hedge funds and large institutions have $523M invested in SPDR S&P Insurance ETF in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
30
Reduced
10
Closed
8
Calls
$26M
Puts
$796K
Net Calls
+$25.2M
Net Calls Change
+$25.7M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$76.8M
2
X
2
Xponance
Pennsylvania
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$7.29M
5
Citigroup
5
Citigroup
New York
$9.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$273M
2
CS
2
Credit Suisse
Switzerland
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51K
5
UBS Group
5
UBS Group
Switzerland
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$273M 3,289,590 -1,354,244 -29%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$76.8M 951,421 +451,427 +90%
Morgan Stanley
3
Morgan Stanley
New York
$31.3M 377,798 +100,996 +36%
FMI
4
Factory Mutual Insurance
Massachusetts
$27.3M 329,800 – –
BCM
5
Brookstone Capital Management
Illinois
$13.9M 167,109 -32,951 -16%
NEIRG
6
New England Investment & Retirement Group
Massachusetts
$12.8M 153,829 +59,295 +63%
X
7
Xponance
Pennsylvania
$11.3M 139,922 +116,165 +489%
Citigroup
8
Citigroup
New York
$9.54M 115,005 +63,671 +124%
Wells Fargo
9
Wells Fargo
California
$8.07M 97,341 +40,731 +72%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$7.29M 87,837 +87,837 New
TFA
11
Toth Financial Advisory
Virginia
$4.39M 52,930 +1,013 +2%
BCM
12
Beck Capital Management
Texas
$4.25M 51,214 +51,214 New
HighTower Advisors
13
HighTower Advisors
Illinois
$4.14M 49,908 +8,609 +21%
BCM
14
Barometer Capital Management
Ontario, Canada
$4.1M 49,400 +1,600 +3%
LPL Financial
15
LPL Financial
California
$3.8M 45,731 +31,156 +214%
CCMG
16
Clark Capital Management Group
Pennsylvania
$3.58M 43,129 +43,129 New
TSWM
17
Triangle Securities Wealth Management
North Carolina
$3.17M 38,182 -870 -2%
UBS Group
18
UBS Group
Switzerland
$2.78M 33,566 -35,651 -52%
AIC
19
Ayalon Insurance Company
Israel
$1.83M 22,000 – –
TPWA
20
TRUE Private Wealth Advisors
Oregon
$1.51M 18,146 +14,683 +424%
RJA
21
Raymond James & Associates
Florida
$1.28M 15,437 +534 +4%
MWM
22
Meridian Wealth Management
Kentucky
$1.09M 13,100 +13,100 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.07M 12,848 +12,848 New
PVH
24
Psagot Value Holdings
Israel
$945K 11,390 +3,890 +52%
MFS
25
MSI Financial Services
Massachusetts
$881K 10,612 +2,165 +26%
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