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SPDR S&P Insurance ETF
KIE

Overview Fund Activity

137 hedge funds and large institutions have $621M invested in SPDR S&P Insurance ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 22 closing their positions.

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
45
Reduced
34
Closed
22
Calls
$2.69M
Puts
$39.9M
Net Calls
-$37.2M
Net Calls Change
-$38.4M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$106M
2
Citigroup
2
Citigroup
New York
$33M
3
UBS Group
3
UBS Group
Switzerland
$23.4M
4
RJA
4
Raymond James & Associates
Florida
$8.46M
5
HF
5
HRT Financial
New York
$8.39M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
IWS
2
Insight Wealth Strategies
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$136M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.4M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.76M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$136M 2,737,825 -175,041 -6%
Goldman Sachs
2
Goldman Sachs
New York
$106M 2,117,432 +742,302 +54%
Morgan Stanley
3
Morgan Stanley
New York
$41.4M 829,826 -141,977 -15%
Citigroup
4
Citigroup
New York
$33M 661,799 +342,826 +107%
FMI
5
Factory Mutual Insurance
Massachusetts
$30.7M 615,100 – –
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$25.4M 501,310 -6,350 -1%
UBS Group
7
UBS Group
Switzerland
$23.4M 469,678 +174,003 +59%
Bank of America
8
Bank of America
North Carolina
$23.4M 468,939 +12,422 +3%
Ameriprise
9
Ameriprise
Minnesota
$19.7M 395,221 +4,233 +1%
LPL Financial
10
LPL Financial
California
$18.7M 375,540 +496 +0.1%
Barclays
11
Barclays
United Kingdom
$10.2M 204,372 +4,372 +2%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$8.76M 175,725 -116,301 -40%
RJA
13
Raymond James & Associates
Florida
$8.46M 169,728 +122,709 +261%
HF
14
HRT Financial
New York
$8.39M 168,326 +98,360 +141%
Wells Fargo
15
Wells Fargo
California
$6.91M 138,765 +2,516 +2%
CPA
16
Capital Planning Advisors
California
$6.87M 137,939 +4,444 +3%
CWM
17
Chicago Wealth Management
Illinois
$6.57M 131,750 +1,221 +0.9%
KWM
18
Kingsview Wealth Management
Oregon
$6M 120,386 -10,428 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$5.38M 107,869 -112,090 -51%
GS
20
GTS Securities
New York
$4.94M 99,197 +82,795 +505%
ZIMP
21
Zimmermann Investment Management & Planning
Pennsylvania
$4.74M 95,178 +15,137 +19%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.52M 90,620 +9,000 +11%
Lido Advisors
23
Lido Advisors
California
$4.24M 85,117 +694 +0.8%
TSWM
24
Triangle Securities Wealth Management
North Carolina
$4.2M 84,350 -600 -0.7%
BCM
25
Brookstone Capital Management
Illinois
$4.09M 77,560 +3,838 +5%
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