KIE icon

SPDR S&P Insurance ETF
KIE

Overview Fund Activity

138 hedge funds and large institutions have $644M invested in SPDR S&P Insurance ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 26 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
34
Reduced
38
Closed
26
Calls
$4.29M
Puts
$714K
Net Calls
+$3.57M
Net Calls Change
+$4.48M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$149M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$24.7M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Millennium Management
5
Millennium Management
New York
$16.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$63M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$27.8M
4
FFM
4
Fullerton Fund Management
Singapore
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$149M 3,301,046 +899,058 +37%
Morgan Stanley
2
Morgan Stanley
New York
$95M 2,100,232 +1,149,166 +121%
Goldman Sachs
3
Goldman Sachs
New York
$63M 1,392,826 -381,031 -21%
FMI
4
Factory Mutual Insurance
Massachusetts
$27.8M 615,100 -310,000 -34%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$24.7M 544,730 +542,134 +20,883%
Bank of America
6
Bank of America
North Carolina
$23.5M 519,395 -642,939 -55%
UBS Group
7
UBS Group
Switzerland
$20.2M 446,056 +363,536 +441%
LPL Financial
8
LPL Financial
California
$19.9M 439,661 +258,396 +143%
JCM
9
Janney Capital Management
Pennsylvania
$17.5M 386,622 -18,337 -5%
Citigroup
10
Citigroup
New York
$16.3M 360,016 +188,820 +110%
Millennium Management
11
Millennium Management
New York
$16.2M 358,274 +358,274 New
Ameriprise
12
Ameriprise
Minnesota
$15.9M 352,384 -65,874 -16%
IWS
13
Insight Wealth Strategies
California
$15M 332,183 +332,183 New
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$14.8M 327,130 -49,503 -13%
Citadel Advisors
15
Citadel Advisors
Florida
$13.4M 296,544 +212,657 +254%
NHFG
16
New Harbor Financial Group
Massachusetts
$9.63M 213,033 +213,033 New
CPA
17
Capital Planning Advisors
California
$6.17M 136,456 +622 +0.5%
CWM
18
Chicago Wealth Management
Illinois
$5.88M 129,966 -1,604 -1%
HF
19
HRT Financial
New York
$5.39M 119,134 +86,279 +263%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.36M 118,605 +22,355 +23%
JE
21
JMAC Enterprises
Pennsylvania
$4.3M 95,140 +7,554 +9%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.16M 91,900 +91,900 New
Wells Fargo
23
Wells Fargo
California
$3.98M 87,944 +36,658 +71%
TSWM
24
Triangle Securities Wealth Management
North Carolina
$3.88M 85,829 +255 +0.3%
Lido Advisors
25
Lido Advisors
California
$3.57M 78,949 +5,652 +8%
1
2 3 4 5