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 191 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $853 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
372
shares
|
$22,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
316
shares
|
$18,707
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
310
shares
|
$18,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
310
shares
|
$18,352
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
307
shares
|
$18,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
248
shares
|
$14,681
0.0% of portfolio
|
Q1 2025
Added 72.22%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
246
shares
|
$14,563
0.0% of portfolio
|
Q1 2025
Added 925.0%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
240
shares
|
$14,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
225
shares
|
$13,320
0.0% of portfolio
|
Q2 2025
Reduced 97.08%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
221
shares
|
$13,083
0.0% of portfolio
|
Q1 2024
Reduced 49.77%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
221
shares
|
$13,083
0.0% of portfolio
|
Q2 2025
Reduced 99.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$11,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
175
shares
|
$10,360
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
167
shares
|
$9,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
150
shares
|
$8,880
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$5,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
100
shares
|
$5,920
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
93
shares
|
$5,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
86
shares
|
$5,091
0.0% of portfolio
|
Q2 2025
Reduced 74.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
78
shares
|
$4,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
73
shares
|
$4,321
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
68
shares
|
$4,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
57
shares
|
$3,374
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
53
shares
|
$3,137
0.0% of portfolio
|
Q2 2025
Added 1.92%
|