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State Street SPDR S&P Insurance ETF

113 hedge funds and large institutions have $427M invested in State Street SPDR S&P Insurance ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.8% more ownership

Funds ownership: 96.73%97.53% (+0.8%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

3% less funds holding

Funds holding: 117113 (-4)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

19% less capital invested

Capital invested by funds: $528M → $427M (-$101M)

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
31
Reduced
36
Closed
17
Calls
$3.86M
Puts
Net Calls
+$3.86M
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M -$23.3M -610,675 -18%
Bank of America
2
Bank of America
North Carolina
$57.6M +$28.6M +749,137 +89%
Goldman Sachs
3
Goldman Sachs
New York
$57.4M -$42.8M -1,120,865 -41%
FMI
4
Factory Mutual Insurance
Massachusetts
$45.6M -$5.27M -138,000 -10%
UBS Group
5
UBS Group
Switzerland
$17.1M +$13.7M +357,746 +309%
KCM
6
Karp Capital Management
California
$14.9M -$360K -9,437 -2%
LPL Financial
7
LPL Financial
California
$14.7M -$302K -7,926 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.3M +$1.83M +47,948 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.1M
CPA
10
Capital Planning Advisors
California
$6.97M +$1.25M +32,804 +20%
Citadel Advisors
11
Citadel Advisors
Florida
$5.75M +$4.01M +105,188 +196%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.4M -$14.7M -384,452 -72%
Ameriprise
13
Ameriprise
Minnesota
$5.04M -$1.32M -34,541 -20%
AC
14
Avestar Capital
New York
$4.43M +$119K +3,118 +3%
SWP
15
Strategic Wealth Partners
Ohio
$4.33M +$4.57M +119,662 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$3.65M -$7.78M -203,900 -67%
SG Americas Securities
17
SG Americas Securities
New York
$3.65M -$5.69M -149,121 -60%
TSWM
18
Triangle Securities Wealth Management
North Carolina
$3.33M -$19.5K -510 -0.6%
MFG
19
Merit Financial Group
Georgia
$3.23M +$3.41M +89,420 New
JE
20
JMAC Enterprises
Pennsylvania
$3.22M +$74.8K +1,959 +2%
Citigroup
21
Citigroup
New York
$3.06M +$3.11M +81,437 +2,539%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.55M -$2.82M -73,817 -51%
Wells Fargo
23
Wells Fargo
California
$2.51M -$1.38M -36,048 -34%
CI
24
CX Institutional
Indiana
$2.44M +$180K +4,713 +8%
AIC
25
Ayalon Insurance Company
Israel
$2.35M