Purchases and Sales Made in Q2 2023 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26New |
$992 - $1.06K
|
26
$1.61K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
26New |
$992 - $1.06K
|
26
$1.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 2.02% |
$572 - $613
|
756
$46.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14New |
$534 - $572
|
14
$868
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$38.1 - $40.9
|
1
$62
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$38.1 - $40.9
|
5.78K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 6.56% |
$305 - $327
|
114
$7.07K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 0.56% |
$954 - $1.02K
|
4.45K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 3.01% |
$1.79K - $1.92K
|
1.51K
$93.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-100- 0.18% |
$3.81K - $4.09K
|
55.5K
$3.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-261- 1.8% |
$9.95K - $10.7K
|
14.3K
$886K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-274- 5.22% |
$10.5K - $11.2K
|
4.97K
$308K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-310- 56.36% |
$11.8K - $12.7K
|
240
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-493- 5.39% |
$18.8K - $20.2K
|
8.65K
$536K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-635- 4.44% |
$24.2K - $26K
|
13.7K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-760- 6.66% |
$29K - $31.1K
|
10.7K
$661K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.01K- 1.17% |
$38.7K - $41.5K
|
85.7K
$5.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 9.33% |
$42.8K - $45.8K
|
10.9K
$676K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.4K- 1.06% |
$53.4K - $57.3K
|
131K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.81K- 17.72% |
$69K - $74K
|
8.4K
$521K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.92K- 94.44% |
$73.2K - $78.4K
|
113
$7.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.93K- 78.46% |
$73.8K - $79.1K
|
531
$32.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.97K- 15.61% |
$75.2K - $80.6K
|
10.7K
$661K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.43K- 24.88% |
$92.5K - $99.2K
|
7.33K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4K- 22.22% |
$153K - $164K
|
14K
$868K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.65K- 62.58% |
$177K - $190K
|
2.78K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.55K- 37.18% |
$212K - $227K
|
9.38K
$582K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.66K- 14.74% |
$216K - $232K
|
32.8K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.9K- 28.55% |
$225K - $241K
|
14.8K
$916K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.92K- 13.35% |
$226K - $242K
|
38.4K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.74K- 12.58% |
$257K - $275K
|
46.8K
$2.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-12.7K- 99.19% |
$484K - $518K
|
103
$6.39K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.6K- 24.46% |
$520K - $558K
|
42.1K
$2.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14.5K- 9.4% |
$553K - $593K
|
140K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.4K- 83.73% |
$739K - $792K
|
3.76K
$233K
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-27.4K- 75.92% |
$1.04M - $1.12M
|
8.68K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.1K- 15.35% |
$1.19M - $1.27M
|
172K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38.8K- 88.36% |
$1.48M - $1.58M
|
5.11K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-40.5K- 87.67% |
$1.54M - $1.65M
|
5.69K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-45.8K- 57.38% |
$1.75M - $1.87M
|
34K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-57.3K- 80.86% |
$2.19M - $2.34M
|
13.6K
$841K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58K- 41.91% |
$2.21M - $2.37M
|
80.4K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-87K- 69.29% |
$3.32M - $3.55M
|
38.5K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-114K- 9.12% |
$4.33M - $4.64M
|
1.13M
$70.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-124K- 95.98% |
$4.72M - $5.06M
|
5.18K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-124K- 49.08% |
$4.72M - $5.06M
|
129K
$7.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-332K- 64.46% |
$12.6M - $13.6M
|
183K
$11.3M
|