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 167 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
584
shares
|
$33,872
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
524
shares
|
$30,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
452
shares
|
$26,216
0.0% of portfolio
|
Q4 2024
Reduced 94.61%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
400
shares
|
$23,200
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
384
shares
|
$22,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
316
shares
|
$18,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
310
shares
|
$17,980
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
307
shares
|
$17,806
0.0% of portfolio
|
Q4 2024
Reduced 94.41%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$12,818
0.0% of portfolio
|
Q1 2024
Reduced 49.77%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
220
shares
|
$12,760
0.01% of portfolio
|
Q4 2023
Added 25.71%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
205
shares
|
$11,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$11,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
184
shares
|
$10,672
0.0% of portfolio
|
Q3 2024
Added 155.56%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
152
shares
|
$8,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
107
shares
|
$6,206
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
106
shares
|
$6,148
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$5,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
100
shares
|
$5,800
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
93
shares
|
$5,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
89
shares
|
$5,162
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
86
shares
|
$4,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$4,524
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
73
shares
|
$4,234
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
71
shares
|
$4,118
0.0% of portfolio
|
Q3 2024
Reduced 94.76%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
57
shares
|
$3,306
0.0% of portfolio
|
Q4 2019
New holding
|