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State Street SPDR S&P Insurance ETF

107 hedge funds and large institutions have $415M invested in State Street SPDR S&P Insurance ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

8% more funds holding

Funds holding: 99107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.8% less ownership

Funds ownership: 96.24%93.44% (-2.8%)

7% less capital invested

Capital invested by funds: $445M → $415M (-$29.5M)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
30
Reduced
26
Closed
14
Calls
$844K
Puts
Net Calls
+$844K
Net Calls Change
-$4.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Factory Mutual Insurance
Massachusetts
$118M -$24.8M -619,225 -17%
Goldman Sachs
2
Goldman Sachs
New York
$101M +$44.9M +1,119,590 +80%
Morgan Stanley
3
Morgan Stanley
New York
$55.8M -$19.3M -481,816 -26%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$22.2M +$10.1M +251,000 +84%
Bank of America
5
Bank of America
North Carolina
$16M -$8.07M -201,382 -34%
EF
6
Empowered Funds
Pennsylvania
$11.3M +$11.2M +279,331 New
KCM
7
Karp Capital Management
California
$9.19M +$870K +21,706 +11%
Millennium Management
8
Millennium Management
New York
$7.27M +$4.58M +114,208 +173%
LPL Financial
9
LPL Financial
California
$6.09M +$154K +3,843 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$4.4M +$1.95M +48,640 +81%
TRCT
11
Tower Research Capital (TRC)
New York
$4.3M +$2.42M +60,469 +131%
Barclays
12
Barclays
United Kingdom
$4.04M -$6.01M -150,070 -60%
TSWM
13
Triangle Securities Wealth Management
North Carolina
$3.75M +$10.9K +273 +0.3%
CI
14
CX Institutional
Indiana
$3.71M +$1.43M +35,591 +63%
JE
15
JMAC Enterprises
Pennsylvania
$3.66M +$3.57M +89,193 New
JP Morgan Chase
16
JP Morgan Chase
New York
$2.94M -$1.69M -42,292 -37%
RJA
17
Raymond James & Associates
Florida
$2.67M -$359K -8,949 -12%
Lido Advisors
18
Lido Advisors
California
$2.25M +$189K +4,728 +9%
Wells Fargo
19
Wells Fargo
California
$2.17M -$77.9K -1,944 -3%
Ameriprise
20
Ameriprise
Minnesota
$2.13M +$18.2K +455 +0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.79M -$2.76M -68,945 -61%
HF
22
HRT Financial
New York
$1.59M -$606K -15,131 -28%
OC
23
Oppenheimer & Co
New York
$1.46M +$1.45M +36,267 New
BCM
24
Barometer Capital Management
Ontario, Canada
$1.29M +$405K +10,100 +46%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.28M +$84.3K +2,104 +7%

KIE Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2021, worth a combined $415M — down 6.6% from $445M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KIE positions and 14 closed out — a net gain of 9 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $44.9M. The largest seller was Citigroup, cutting an estimated $62.1M.

  • 107 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $415M of State Street SPDR S&P Insurance ETF stock for Q4 2021, down 6.6% quarter-over-quarter.
  • 23 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2021 and 14 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2021 was Goldman Sachs, an estimated $44.9M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2021 was Citigroup, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.