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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,620
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
19,582
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 58.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,536
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
18,052
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,022
shares
|
$999,021
0.1% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
16,849
shares
|
$988,867
0.14% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,578
shares
|
$972,962
0.01% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,481
shares
|
$967,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
15,804
shares
|
$927,536
0.0% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,800
shares
|
$927,302
0.04% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
15,364
shares
|
$901,713
0.79% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,764
shares
|
$866,499
0.02% of portfolio
|
Q3 2022
Reduced 1.1%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,759
shares
|
$807,515
0.09% of portfolio
|
Q4 2022
Added 22.84%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
13,705
shares
|
$804,346
0.2% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,962
shares
|
$760,739
0.0% of portfolio
|
Q1 2025
Reduced 62.45%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
12,562
shares
|
$737,263
0.09% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,270
shares
|
$720,126
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,112
shares
|
$710,853
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
12,000
shares
|
$704,280
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
11,686
shares
|
$685,851
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
10,619
shares
|
$623,229
0.03% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,372
shares
|
$608,732
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,250
shares
|
$601,572
0.23% of portfolio
|
Q1 2025
Reduced 63.86%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
9,818
shares
|
$576,218
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
9,800
shares
|
$575,162
0.64% of portfolio
|
Q3 2022
Added 100.0%
|