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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

95 hedge funds and large institutions have $636M invested in SPDR S&P Insurance ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
28
Reduced
24
Closed
8
Calls
$946K
Puts
$301K
Net Calls
+$645K
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$91.2M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$51.8M
3
HR
3
Howe & Rusling
New York
$4.95M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.57M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$56M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
X
3
Xponance
Pennsylvania
$5.41M
4
Citigroup
4
Citigroup
New York
$4.52M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$275M 3,204,211 -85,379 -3%
AssetMark Inc
2
AssetMark Inc
California
$91.2M 1,060,755 +1,060,734 +5,051,114%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$56M 651,549 -299,872 -32%
FMI
4
Factory Mutual Insurance
Massachusetts
$51.8M 602,800 +273,000 +83%
Morgan Stanley
5
Morgan Stanley
New York
$32.3M 375,883 -1,915 -0.5%
NEIRG
6
New England Investment & Retirement Group
Massachusetts
$13.3M 155,299 +1,470 +1%
BCM
7
Brookstone Capital Management
Illinois
$12M 139,218 -27,891 -17%
Wells Fargo
8
Wells Fargo
California
$9.85M 114,601 +17,260 +18%
X
9
Xponance
Pennsylvania
$5.41M 62,966 -76,956 -55%
BCM
10
Beck Capital Management
Texas
$5.35M 62,268 +11,054 +22%
HR
11
Howe & Rusling
New York
$4.95M 57,568 +57,568 New
TFA
12
Toth Financial Advisory
Virginia
$4.7M 54,733 +1,803 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.57M 53,195 +49,456 +1,323%
Citigroup
14
Citigroup
New York
$4.52M 52,589 -62,416 -54%
BCM
15
Barometer Capital Management
Ontario, Canada
$4.3M 50,000 +600 +1%
Goldman Sachs
16
Goldman Sachs
New York
$4.3M 50,001 +50,001 New
CCMG
17
Clark Capital Management Group
Pennsylvania
$3.69M 42,913 -216 -0.5%
LPL Financial
18
LPL Financial
California
$3.63M 42,460 -3,271 -7%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$3.36M 39,065 -48,772 -56%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.22M 37,500 -12,408 -25%
TSWM
21
Triangle Securities Wealth Management
North Carolina
$3.18M 37,012 -1,170 -3%
Ameriprise
22
Ameriprise
Minnesota
$3.11M 36,244 +33,258 +1,114%
UBS Group
23
UBS Group
Switzerland
$2.81M 32,700 -866 -3%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$2.76M 32,348 +14,202 +78%
SI
25
Stephens Inc
Arkansas
$1.83M 21,307 +21,307 New
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