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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

97 hedge funds and large institutions have $429M invested in SPDR S&P Insurance ETF in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
34
Reduced
24
Closed
20
Calls
$713K
Puts
$361K
Net Calls
+$352K
Net Calls Change
-$293K

Top Buyers

1
RCP
1
Rothschild Capital Partners
New York
$7.61M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.18M
3
CA
3
Cumberland Advisors
Florida
$4.25M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.95M
5
X
5
Xponance
Pennsylvania
$4.27M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$1K
2
Bank of America
2
Bank of America
North Carolina
$210M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$81K
4
BCM
4
Beck Capital Management
Texas
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$210M 2,385,556 -818,655 -26%
FMI
2
Factory Mutual Insurance
Massachusetts
$53.1M 602,800 – –
Morgan Stanley
3
Morgan Stanley
New York
$34.3M 389,197 +13,314 +4%
NEIRG
4
New England Investment & Retirement Group
Massachusetts
$11.4M 129,902 -25,397 -16%
BCM
5
Brookstone Capital Management
Illinois
$10.8M 123,200 -16,018 -12%
RCP
6
Rothschild Capital Partners
New York
$7.61M 86,465 +86,465 New
Wells Fargo
7
Wells Fargo
California
$7.32M 83,131 -31,470 -27%
BCM
8
Barometer Capital Management
Ontario, Canada
$5.25M 59,600 +9,600 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$5.18M 58,769 +58,769 New
HR
10
Howe & Rusling
New York
$5.09M 57,823 +255 +0.4%
TFA
11
Toth Financial Advisory
Virginia
$4.9M 55,670 +937 +2%
Citigroup
12
Citigroup
New York
$4.61M 52,339 -250 -0.5%
Goldman Sachs
13
Goldman Sachs
New York
$4.4M 50,000 -1 -0%
X
14
Xponance
Pennsylvania
$4.27M 113,218 +50,252 +80%
CA
15
Cumberland Advisors
Florida
$4.25M 48,310 +48,310 New
TPWA
16
TRUE Private Wealth Advisors
Oregon
$3.75M 42,558 +10,210 +32%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.67M 41,649 +4,149 +11%
LPL Financial
18
LPL Financial
California
$3.52M 39,968 -2,492 -6%
Ameriprise
19
Ameriprise
Minnesota
$3.46M 39,323 +3,079 +8%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$3.44M 39,064 -1 -0%
TSWM
21
Triangle Securities Wealth Management
North Carolina
$3.24M 36,782 -230 -0.6%
UBS Group
22
UBS Group
Switzerland
$3.16M 35,917 +3,217 +10%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.95M 33,547 +26,902 +405%
RJA
24
Raymond James & Associates
Florida
$2.29M 26,041 +13,269 +104%
SI
25
Stephens Inc
Arkansas
$1.85M 20,976 -331 -2%
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