Purchases and Sales Made in Q4 2023 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q4 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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
899K+ 37.43% |
$37.4M - $41.4M
|
3.3M
$187M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542K+ 20883.44% |
$22.6M - $25M
|
545K
$30.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
364K+ 440.54% |
$15.1M - $16.8M
|
446K
$25.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
332KNew |
$13.8M - $15.3M
|
332K
$18.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
315K+ 10.56% |
$13.1M - $14.5M
|
3.3M
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
259K+ 261.09% |
$10.8M - $11.9M
|
358K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
258K+ 142.55% |
$10.8M - $11.9M
|
440K
$25M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
220K+ 26.55% |
$9.17M - $10.2M
|
1.05M
$59.6M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
213KNew |
$8.87M - $9.82M
|
213K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
213K+ 253.5% |
$8.85M - $9.8M
|
297K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
189K+ 110.29% |
$7.86M - $8.7M
|
360K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1K+ 10.41% |
$4.12M - $4.57M
|
1.05M
$59.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
91.9KNew |
$3.83M - $4.24M
|
91.9K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
86.3K+ 262.61% |
$3.59M - $3.98M
|
119K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
59.3KNew |
$2.47M - $2.73M
|
59.3K
$3.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
53.8K+ 329.24% |
$2.24M - $2.48M
|
70.1K
$3.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
48.6KNew |
$2.02M - $2.24M
|
48.6K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41.7K+ 155.93% |
$1.73M - $1.92M
|
68.4K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.6K+ 165.78% |
$1.61M - $1.78M
|
61.9K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 71.48% |
$1.53M - $1.69M
|
87.9K
$4.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.1KNew |
$1.05M - $1.16M
|
25.1K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.1KNew |
$1M - $1.11M
|
24.1K
$1.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 186.61% |
$987K - $1.09M
|
36.4K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 23.23% |
$931K - $1.03M
|
119K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 49.4% |
$842K - $932K
|
61.2K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20.2KNew |
$841K - $931K
|
20.2K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19KNew |
$790K - $875K
|
19K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
13KNew |
$541K - $598K
|
13K
$737K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 85.14% |
$536K - $594K
|
28K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 72.52% |
$514K - $569K
|
29.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.5KNew |
$437K - $483K
|
10.5K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9KNew |
$375K - $415K
|
9K
$511K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.77K+ 27.4% |
$365K - $404K
|
40.8K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.7KNew |
$320K - $355K
|
7.7K
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
7.55K+ 8.62% |
$314K - $348K
|
95.1K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.3KNew |
$304K - $336K
|
7.3K
$414K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.93KNew |
$288K - $319K
|
6.93K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.31KNew |
$263K - $291K
|
6.31K
$358K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
6.31KNew |
$263K - $291K
|
6.31K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
5.95K+ 87.12% |
$248K - $274K
|
12.8K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.65K+ 7.71% |
$235K - $261K
|
78.9K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.85K+ 35.69% |
$202K - $223K
|
18.4K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.78KNew |
$199K - $220K
|
4.78K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.56KNew |
$190K - $210K
|
4.56K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$188K - $208K
|
4.51K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.43KNew |
$184K - $204K
|
4.43K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.36K+ 71.37% |
$182K - $201K
|
10.5K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.27K+ 33.21% |
$178K - $197K
|
17.1K
$972K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.89KNew |
$162K - $179K
|
3.89K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.54KNew |
$63.9K - $70.7K
|
1.54K
$87.1K
|