Purchases and Sales Made in Q1 2024 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200KNew |
$9.07M - $10.4M
|
200K
$11.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 17.11% |
$6.44M - $7.39M
|
972K
$57.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
101K+ 345.67% |
$4.6M - $5.28M
|
131K
$7.79M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
92.1KNew |
$4.18M - $4.8M
|
92.1K
$5.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
80KNew |
$3.63M - $4.17M
|
80K
$4.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77K+ 1142.42% |
$3.49M - $4.01M
|
83.7K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
68.7KNew |
$3.11M - $3.58M
|
68.7K
$4.09M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.3KNew |
$2.74M - $3.14M
|
60.3K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
59.3KNew |
$2.69M - $3.09M
|
59.3K
$3.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
55.4KNew |
$2.51M - $2.89M
|
55.4K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.3K+ 54.93% |
$2.19M - $2.52M
|
136K
$8.11M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
44.8KNew |
$2.03M - $2.33M
|
44.8K
$2.67M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3K+ 259.03% |
$1.92M - $2.2M
|
58.6K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.6K+ 10.96% |
$1.75M - $2.01M
|
391K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.1K+ 361.63% |
$1.68M - $1.93M
|
47.3K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
36.4K+ 127.42% |
$1.65M - $1.9M
|
65K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 89.84% |
$1.48M - $1.7M
|
69.1K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
32.2KNew |
$1.46M - $1.67M
|
32.2K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
30.3KNew |
$1.37M - $1.58M
|
30.3K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.6KNew |
$1.3M - $1.49M
|
28.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
23.8KNew |
$1.08M - $1.24M
|
23.8K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$932K - $1.07M
|
20.5K
$1.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2KNew |
$826K - $948K
|
18.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 29.75% |
$825K - $947K
|
79.4K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 20.95% |
$641K - $736K
|
81.6K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14KNew |
$635K - $729K
|
14K
$833K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
12.1K+ 12.74% |
$550K - $631K
|
107K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 873.04% |
$549K - $631K
|
13.5K
$803K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
9.11KNew |
$413K - $475K
|
9.11K
$542K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.46KNew |
$384K - $441K
|
8.46K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 100.74% |
$325K - $373K
|
14.3K
$850K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$305K - $350K
|
6.73K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.54KNew |
$297K - $341K
|
6.54K
$389K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.27K+ 15.38% |
$284K - $326K
|
47K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.47K+ 6.93% |
$248K - $285K
|
84.4K
$5.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.25K+ 37.57% |
$238K - $273K
|
19.2K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.67K+ 57.23% |
$212K - $243K
|
12.8K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.64K+ 49.85% |
$210K - $242K
|
13.9K
$830K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.16KNew |
$189K - $216K
|
4.16K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.13KNew |
$187K - $215K
|
4.13K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4KNew |
$181K - $208K
|
4K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.6K+ 5.14% |
$163K - $188K
|
73.7K
$4.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.19K+ 50.6% |
$145K - $166K
|
9.5K
$565K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.86K+ 62.74% |
$130K - $149K
|
7.42K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.34KNew |
$106K - $122K
|
2.34K
$139K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.87K+ 39.22% |
$84.9K - $97.5K
|
6.65K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.72K+ 6.15% |
$78.2K - $89.8K
|
29.7K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.62K+ 18.04% |
$73.6K - $84.6K
|
10.6K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
899+ 5.07% |
$40.8K - $46.8K
|
18.6K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
800+ 6.26% |
$36.3K - $41.7K
|
13.6K
$808K
|