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SPDR S&P Insurance ETF

135 hedge funds and large institutions have $450M invested in SPDR S&P Insurance ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 13 closing their positions.

Holders
135
Holders Change
+23
Holders Change %
+20.54%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
39
Reduced
29
Closed
13
Calls
$1.54M
Puts
$528K
Net Calls
+$1.02M
Net Calls Change
-$2.85M
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$73.8M 1,801,305 +1,327,919 +281%
Morgan Stanley
2
Morgan Stanley
New York
$53.2M 1,298,160 -1,516,173 -54%
FMI
3
Factory Mutual Insurance
Massachusetts
$51.6M 1,259,700
Goldman Sachs
4
Goldman Sachs
New York
$51.4M 1,254,885 -332,681 -21%
LPL Financial
5
LPL Financial
California
$20.7M 505,699 +98,023 +24%
MMA
6
Miracle Mile Advisors
California
$17.5M 426,670 +426,670 New
Bank of America
7
Bank of America
North Carolina
$17.4M 425,780 -1,167,605 -73%
Citigroup
8
Citigroup
New York
$10.8M 263,736 +179,091 +212%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.17M 224,000
Ameriprise
10
Ameriprise
Minnesota
$8.08M 197,210 +57,838 +41%
CPA
11
Capital Planning Advisors
California
$7.69M 187,683 -5,153 -3%
SWP
12
Strategic Wealth Partners
Ohio
$6.67M 162,886 +43,224 +36%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.04M 147,509 -1,883 -1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.67M 138,491 -146,479 -51%
CWM
15
Chicago Wealth Management
Illinois
$5.23M 127,820 +127,820 New
AC
16
Avestar Capital
New York
$5.21M 127,115 +4,642 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.18M 126,580 +56,023 +79%
CI
18
CX Institutional
Indiana
$4.61M 112,486 +45,020 +67%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.45M 108,628 +51,732 +91%
MFG
20
Merit Financial Group
Georgia
$4M 97,568 +8,148 +9%
Wells Fargo
21
Wells Fargo
California
$3.8M 92,843 +23,357 +34%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.74M 91,261 +32,850 +56%
TSWM
23
Triangle Securities Wealth Management
North Carolina
$3.69M 90,024 -1,962 -2%
JE
24
JMAC Enterprises
Pennsylvania
$3.48M 85,050 -3,895 -4%
Lido Advisors
25
Lido Advisors
California
$2.62M 63,890 +2,119 +3%