Institutional Ownership Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $815 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
78,172
shares
|
$4.59 Million
0.02% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
63,032
shares
|
$3.7 Million
0.21% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
61,552
shares
|
$3.61 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
60,675
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
59,858
shares
|
$3.51 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
51,612
shares
|
$3.03 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
51,159
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
49,963
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 76.42%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
48,974
shares
|
$2.87 Million
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,041
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
38,126
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,294
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.99%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
36,446
shares
|
$2.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
31,343
shares
|
$1.84 Million
1.9% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
27,296
shares
|
$1.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
26,473
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
25,674
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
25,531
shares
|
$1.5 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
25,428
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,277
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
23,049
shares
|
$1.35 Million
0.87% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,893
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 27.47%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,067
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,278
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20,192
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 2.01%
|