Latest Institutional Transactions on Spdr S&P Insurance ETF (KIE)
This table provides information on the latest institutional transactions involving Spdr S&P Insurance ETF (KIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 0.24% |
$2.5K - $2.79K
|
18.5K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8- 8.25% |
$445 - $496
|
89
$5.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.8KNew |
$211K - $236K
|
3.8K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
12.1KNew |
$672K - $749K
|
12.1K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.2KNew |
$956K - $1.07M
|
17.2K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.95K+ 7.05% |
$108K - $121K
|
29.5K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-111- 2.63% |
$6.18K - $6.89K
|
4.11K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.19K- 94.41% |
$289K - $322K
|
307
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.77K+ 3.15% |
$98.5K - $110K
|
58K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.23KNew |
$68.4K - $76.3K
|
1.23K
$71.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.5% |
$167 - $186
|
605
$35K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3KNew |
$571K - $637K
|
10.3K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
79K+ 65.64% |
$4.4M - $4.9M
|
199K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 1.89% |
$55.7 - $62
|
52
$3.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
809New |
$45K - $50.2K
|
809
$46.8K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
579+ 4.0% |
$32.2K - $35.9K
|
15K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.11K- 13.56% |
$173K - $193K
|
19.8K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.93% |
$55.7 - $62
|
107
$6.19K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
205New |
$11.4K - $12.7K
|
205
$11.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.3K- 34.59% |
$128K - $143K
|
4.35K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
882+ 11.47% |
$49.1K - $54.7K
|
8.57K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.99KNew |
$110K - $123K
|
1.99K
$115K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
19.9KNew |
$1.11M - $1.24M
|
19.9K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-810- 99.75% |
$45.1K - $50.2K
|
2
$116
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-75- 1.14% |
$4.17K - $4.65K
|
6.52K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.41KNew |
$301K - $336K
|
5.41K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-7.94K- 94.61% |
$442K - $493K
|
452
$26.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-333- 2.59% |
$18.5K - $20.7K
|
12.5K
$725K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
161+ 0.52% |
$8.96K - $9.99K
|
31.2K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-615- 34.36% |
$34.2K - $38.1K
|
1.18K
$67.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
318+ 6.55% |
$17.7K - $19.7K
|
5.17K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 36.55% |
$817K - $911K
|
54.9K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
524New |
$29.2K - $32.5K
|
524
$30.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.18K+ 5.18% |
$399K - $445K
|
146K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44+ 0.52% |
$2.45K - $2.73K
|
8.56K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-210- 3.91% |
$11.7K - $13K
|
5.16K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-832- 1.0% |
$46.3K - $51.6K
|
82.4K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-98- 0.67% |
$5.45K - $6.08K
|
14.5K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.9KNew |
$941K - $1.05M
|
16.9K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 16.14% |
$12.6K - $14K
|
1.63K
$94K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.7KNew |
$1.93M - $2.15M
|
34.7K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.5K- 78.08% |
$3.48M - $3.88M
|
17.6K
$1.01M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
248K+ 9.06% |
$12.3M - $14.1M
|
2.99M
$173M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
23.3KNew |
$1.15M - $1.33M
|
23.3K
$1.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
876+ 1.55% |
$43.3K - $49.8K
|
57.5K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
362K+ 2944.72% |
$17.9M - $20.6M
|
375K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.27KNew |
$359K - $413K
|
7.27K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
832+ 6.34% |
$41.1K - $47.3K
|
14K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-147- 2.57% |
$7.27K - $8.36K
|
5.57K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
229KNew |
$11.3M - $13M
|
229K
$13.2M
|
|