We are live on ! Find out more
KIE icon

State Street SPDR S&P Insurance ETF

139 hedge funds and large institutions have $645M invested in State Street SPDR S&P Insurance ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.23M

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more capital invested

Capital invested by funds: $644M → $645M (+$740K)

0% more funds holding

Funds holding: 139139 (0)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

3.08% less ownership

Funds ownership: 87.6%84.52% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
37
Reduced
38
Closed
32
Calls
$2.47M
Puts
$1.23M
Net Calls
+$1.24M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$152M -$18.8M -388,180 -12%
Goldman Sachs
2
Goldman Sachs
New York
$71.6M -$858K -17,696 -1%
Morgan Stanley
3
Morgan Stanley
New York
$50.6M -$54.7M -1,128,429 -54%
FMI
4
Factory Mutual Insurance
Massachusetts
$32M
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.5M -$1.8M -37,070 -7%
Bank of America
6
Bank of America
North Carolina
$23.8M -$3.05M -62,878 -12%
Ameriprise
7
Ameriprise
Minnesota
$20.4M +$1.87M +38,604 +11%
JCM
8
Janney Capital Management
Pennsylvania
$19.6M -$455K -9,384 -2%
LPL Financial
9
LPL Financial
California
$19.5M -$3.13M -64,617 -15%
Citigroup
10
Citigroup
New York
$16.6M -$1.99M -41,043 -11%
UBS Group
11
UBS Group
Switzerland
$15.4M -$7.29M -150,381 -34%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$15.2M -$1.7M -35,104 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$11.5M -$3.71M -76,585 -26%
Barclays
14
Barclays
United Kingdom
$10.4M +$9.69M +200,000 New
IWS
15
Insight Wealth Strategies
California
$8.77M -$7.93M -163,737 -49%
Wells Fargo
16
Wells Fargo
California
$7.09M +$2.34M +48,305 +55%
CPA
17
Capital Planning Advisors
California
$6.95M -$143K -2,961 -2%
KWM
18
Kingsview Wealth Management
Oregon
$6.81M +$4.92M +101,462 +346%
CWM
19
Chicago Wealth Management
Illinois
$6.8M +$27.3K +563 +0.4%
JE
20
JMAC Enterprises
Pennsylvania
$5.58M +$587K +12,118 +13%
CCS
21
Concentric Capital Strategies
Connecticut
$4.8M +$4.46M +92,110 New
TSWM
22
Triangle Securities Wealth Management
North Carolina
$4.42M -$42.6K -879 -1%
Lido Advisors
23
Lido Advisors
California
$4.4M +$265K +5,474 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.36M +$3.73M +76,965 +1,142%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.25M +$685K +14,135 +21%

KIE Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q1 2024, worth a combined $645M — up 0.11% from $644M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KIE positions and 32 closed out — a net gain of 1 holder — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $54.7M.

  • 139 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $645M of State Street SPDR S&P Insurance ETF stock for Q1 2024, up 0.11% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P Insurance ETF positions in Q1 2024 and 32 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q1 2024 was Barclays, an estimated $9.69M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q1 2024 was Morgan Stanley, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2024.