Purchases and Sales Made in Q1 2023 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P INSURANCE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 0.08% |
$412 - $485
|
13.2K
$751K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7+ 0.13% |
$262 - $309
|
5.37K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.01% |
$262 - $309
|
63.9K
$3.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$187 - $221
|
14.3K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1New |
$37.4 - $44.1
|
1
$56.9
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$37.4 - $44.1
|
491
$27.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$37.4 - $44.1
|
5.78K
$329K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 4.76% |
$37.4 - $44.1
|
20
$1.14K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 6.15% |
$300 - $353
|
122
$6.94K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 2.19% |
$1.31K - $1.54K
|
1.56K
$88.7K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-152- 1.19% |
$5.69K - $6.7K
|
12.6K
$718K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-200- 2.84% |
$7.49K - $8.82K
|
6.83K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-223- 3.83% |
$8.35K - $9.83K
|
5.6K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-256- 8.82% |
$9.58K - $11.3K
|
2.65K
$150K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-270Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-292- 59.23% |
$10.9K - $12.9K
|
201
$11.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-424- 36.39% |
$15.9K - $18.7K
|
741
$42.1K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-865- 10.48% |
$32.4K - $38.1K
|
7.39K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-874- 8.73% |
$32.7K - $38.5K
|
9.14K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-976- 6.29% |
$36.5K - $43K
|
14.5K
$826K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.19K- 5.65% |
$44.4K - $52.3K
|
19.8K
$1.13M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.5KClosed |
$56K - $65.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89K- 3.84% |
$70.8K - $83.3K
|
47.3K
$2.69M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 11.68% |
$73.9K - $87.1K
|
14.9K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.13K- 28.66% |
$79.6K - $93.8K
|
5.3K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.54K- 18.14% |
$95.2K - $112K
|
11.5K
$652K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.7K- 6.85% |
$101K - $119K
|
36.7K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 16.72% |
$102K - $120K
|
13.6K
$772K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.27K- 3.63% |
$122K - $144K
|
86.8K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.8K- 7.97% |
$142K - $168K
|
43.9K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.92K- 14.5% |
$147K - $173K
|
23.1K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.33K- 5.09% |
$162K - $191K
|
80.7K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.51K- 21.38% |
$169K - $199K
|
16.6K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 48.87% |
$184K - $216K
|
5.13K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.49K- 42.5% |
$206K - $242K
|
7.43K
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.84K- 28.18% |
$256K - $301K
|
17.4K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8.99K- 78.47% |
$336K - $396K
|
2.47K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 4.32% |
$427K - $503K
|
252K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-14.6K- 1.16% |
$547K - $644K
|
1.25M
$70.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.8K- 18.21% |
$665K - $784K
|
79.8K
$4.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-30.7K- 71.27% |
$1.15M - $1.35M
|
12.4K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-33.2K- 17.71% |
$1.24M - $1.47M
|
154K
$8.78M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 40.08% |
$1.39M - $1.64M
|
55.6K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.7K- 41.31% |
$1.41M - $1.66M
|
53.6K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.3K- 77.03% |
$1.43M - $1.69M
|
11.4K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.6K- 4.44% |
$2.16M - $2.54M
|
1.24M
$70.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.3K- 59.18% |
$2.41M - $2.83M
|
44.3K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78K- 56.33% |
$2.92M - $3.44M
|
60.5K
$3.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.8K- 62.2% |
$3.44M - $4.05M
|
55.8K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163KClosed |
$6.1M - $7.18M
|
0
$0
|