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State Street SPDR S&P Insurance ETF

173 hedge funds and large institutions have $834M invested in State Street SPDR S&P Insurance ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

16% more funds holding

Funds holding: 149173 (+24)

16% more capital invested

Capital invested by funds: $719M → $834M (+$115M)

11.24% more ownership

Funds ownership: 75.85%87.09% (+11%)

34% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $34.1M

Holders
173
Holders Change
+24
Holders Change %
+16.11%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
50
Reduced
38
Closed
26
Calls
$22.5M
Puts
$34.1M
Net Calls
-$11.6M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$170M +$1.55M +26,722 +0.9%
Goldman Sachs
2
Goldman Sachs
New York
$108M +$24.6M +422,583 +28%
UBS Group
3
UBS Group
Switzerland
$75.6M +$38.6M +662,887 +98%
Morgan Stanley
4
Morgan Stanley
New York
$74M +$20.2M +347,554 +36%
JSAM
5
J. Safra Asset Management
New York
$36.5M +$37.6M +646,853 New
LPL Financial
6
LPL Financial
California
$35.3M +$4.64M +79,755 +15%
FMI
7
Factory Mutual Insurance
Massachusetts
$34.8M
Ameriprise
8
Ameriprise
Minnesota
$25.7M +$189K +3,245 +0.7%
Bank of America
9
Bank of America
North Carolina
$25.6M +$926K +15,922 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$18.2M +$18.7M +321,621 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$17.7M -$1.13M -19,459 -6%
Millennium Management
12
Millennium Management
New York
$12M +$3.7M +63,645 +43%
BHWA
13
Beacon Harbor Wealth Advisors
Virginia
$11.6M +$11.9M +205,388 New
KWM
14
Kingsview Wealth Management
Oregon
$11.3M +$4.6M +79,012 +66%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.5M +$2.35M +40,335 +28%
Wells Fargo
16
Wells Fargo
California
$9.86M +$459K +7,888 +5%
IMC
17
Investment Management Corporation
Virginia
$9.11M +$9.37M +161,098 New
Citigroup
18
Citigroup
New York
$8.84M +$7.62M +130,905 +513%
CPA
19
Capital Planning Advisors
California
$8.24M +$418K +7,178 +5%
CWM
20
Chicago Wealth Management
Illinois
$7.92M +$323K +5,558 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$7.21M +$41.5K +714 +0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.19M +$1.93M +33,224 +35%
HCM
23
Hollencrest Capital Management
California
$6.23M +$6.4M +109,975 +35,476%
SFI
24
SPC Financial Inc
Maryland
$4.95M +$224K +3,843 +5%
TSWM
25
Triangle Securities Wealth Management
North Carolina
$4.66M -$48.4K -832 -1%

KIE Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2024, worth a combined $834M — up 16% from $719M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KIE positions and 26 closed out — a net gain of 26 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was UBS Group, adding an estimated $38.6M. The largest seller was Moore Capital Management, exiting entirely with an estimated $19.8M sold.

  • 173 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2024, up from 149 in Q3 2024.
  • Funds reported $834M of State Street SPDR S&P Insurance ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2024 and 26 closed out, a net change of +26 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2024 was UBS Group, an estimated $38.6M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2024 was Moore Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2024.