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SPDR S&P Insurance ETF

139 hedge funds and large institutions have $645M invested in 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 31 closing their positions.

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
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
31
Calls
$2.47M
Puts
$1.23M
Net Calls
+$1.24M
Net Calls Change
-$2.33M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$152M 2,912,866 -388,180 -12%
Goldman Sachs
2
Goldman Sachs
New York
$71.6M 1,375,130 -17,696 -1%
Morgan Stanley
3
Morgan Stanley
New York
$50.6M 971,803 -1,128,429 -54%
FMI
4
Factory Mutual Insurance
Massachusetts
$32M 615,100
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$26.5M 507,660 -37,070 -7%
Bank of America
6
Bank of America
North Carolina
$23.8M 456,517 -62,878 -12%
Ameriprise
7
Ameriprise
Minnesota
$20.4M 390,988 +38,604 +11%
JCM
8
Janney Capital Management
Pennsylvania
$19.6M 377,238 -9,384 -2%
LPL Financial
9
LPL Financial
California
$19.5M 375,044 -64,617 -15%
Citigroup
10
Citigroup
New York
$16.6M 318,973 -41,043 -11%
UBS Group
11
UBS Group
Switzerland
$15.4M 295,675 -150,381 -34%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$15.2M 292,026 -35,104 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$11.5M 219,959 -76,585 -26%
Barclays
14
Barclays
United Kingdom
$10.4M 200,000 +200,000 New
IWS
15
Insight Wealth Strategies
California
$8.77M 168,446 -163,737 -49%
Wells Fargo
16
Wells Fargo
California
$7.09M 136,249 +48,305 +55%
CPA
17
Capital Planning Advisors
California
$6.95M 133,495 -2,961 -2%
KWM
18
Kingsview Wealth Management
Oregon
$6.81M 130,814 +101,462 +346%
CWM
19
Chicago Wealth Management
Illinois
$6.8M 130,529 +563 +0.4%
JE
20
JMAC Enterprises
Pennsylvania
$5.58M 107,258 +12,118 +13%
CCS
21
Concentric Capital Strategies
Connecticut
$4.8M 92,110 +92,110 New
TSWM
22
Triangle Securities Wealth Management
North Carolina
$4.42M 84,950 -879 -1%
Lido Advisors
23
Lido Advisors
California
$4.4M 84,423 +5,474 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.36M 83,702 +76,965 +1,142%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.25M 81,620 +14,135 +21%