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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-110Closed |
$2.54K - $3.42K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-204Closed |
$4.71K - $6.35K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Xponance, Inc.
|
SELL
|
- |
-5.92KClosed |
$137K - $184K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-9Closed |
$208 - $280
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-34Closed |
$785 - $1.06K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$1.55K - $2.09K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-39Closed |
$901 - $1.21K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.02KClosed |
$23.5K - $31.7K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-31Closed |
$716 - $965
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-44Closed |
$1.02K - $1.37K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-10.6KClosed |
$244K - $329K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-9KClosed |
$208K - $280K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-27.3KClosed |
$629K - $848K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-57Closed |
$1.32K - $1.77K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.7KClosed |
$160K - $289K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.72KClosed |
$139K - $252K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16Closed |
$332 - $600
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-3.88KClosed |
$80.5K - $146K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Appleton Group, LLC
|
SELL
|
- |
-13.1KClosed |
$272K - $493K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6KClosed |
$124K - $225K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-46.4KClosed |
$963K - $1.74M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-86.7KClosed |
$1.8M - $3.25M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-100Closed |
$2.07K - $3.75K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-88.4KClosed |
$1.83M - $3.32M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$315K - $569K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Manchester Financial Inc
|
SELL
|
- |
-33Closed |
$684 - $1.24K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9KClosed |
$187K - $337K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15.7KClosed |
$325K - $588K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-52Closed |
$1.08K - $1.95K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
261New |
$8.77K - $9.42K
|
261
$14.9K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-173Closed |
$5.81K - $6.25K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.07KClosed |
$237K - $255K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-144Closed |
$4.84K - $5.2K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-11Closed |
$370 - $397
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.49KClosed |
$151K - $162K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.19KClosed |
$242K - $260K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-110Closed |
$3.7K - $3.97K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Allworth Financial LP
|
BUY
|
- |
57New |
$1.92K - $2.06K
|
57
$3.25K
|
|
|
Jan 07, 2020
Q4 2019
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-7.06KClosed |
$237K - $255K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-89.2KClosed |
$3.09M - $3.15M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.24KClosed |
$216K - $220K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2KClosed |
$41.5K - $42.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.65KClosed |
$230K - $235K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154KClosed |
$5.34M - $5.45M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-64Closed |
$2.21K - $2.26K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-9.63KClosed |
$333K - $340K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.62KClosed |
$56.2K - $57.3K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-73Closed |
$2.53K - $2.58K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-8.44KClosed |
N/A
|
0
$0
|
|