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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
260+ 3.03% |
$14.1K - $15.8K
|
8.83K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
25.5KNew |
$1.38M - $1.55M
|
25.5K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 296.51% |
$13.8K - $15.5K
|
341
$20.2K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
9.82KNew |
$533K - $597K
|
9.82K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-4- 3.64% |
$217 - $243
|
106
$6.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.35K+ 2.87% |
$290K - $325K
|
192K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
38+ 0.31% |
$2.06K - $2.31K
|
12.1K
$717K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
167New |
$9.06K - $10.2K
|
167
$9.88K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
13.2K+ 2.04% |
$716K - $802K
|
660K
$39.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.85K+ 69.4% |
$155K - $173K
|
6.96K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-450- 50.0% |
$24.4K - $27.4K
|
450
$26.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7New |
$380 - $426
|
7
$414
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
49KNew |
$2.66M - $2.98M
|
49K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
152+ 0.49% |
$8.24K - $9.24K
|
31.3K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
398+ 2.01% |
$21.6K - $24.2K
|
20.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77New |
$4.18K - $4.68K
|
77
$4.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5KNew |
$1.44M - $1.61M
|
26.5K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.32KNew |
$180K - $202K
|
3.32K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.25K- 7.61% |
$122K - $137K
|
27.3K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25.4KNew |
$1.38M - $1.55M
|
25.4K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-365- 18.39% |
$19.8K - $22.2K
|
1.62K
$95.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-446- 4.65% |
$24.2K - $27.1K
|
9.15K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
326+ 2.17% |
$17.7K - $19.8K
|
15.4K
$909K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
3.63KNew |
$197K - $221K
|
3.63K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.97K- 34.7% |
$161K - $181K
|
5.59K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-700- 13.57% |
$38K - $42.6K
|
4.46K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-755- 11.58% |
$41K - $45.9K
|
5.76K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.45KNew |
$296K - $332K
|
5.45K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
800New |
$43.4K - $48.6K
|
800
$47.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-615- 52.34% |
$33.4K - $37.4K
|
560
$33.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
51.6KNew |
$2.8M - $3.14M
|
51.6K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.71K- 6.76% |
$201K - $226K
|
51.2K
$3.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.34KNew |
$344K - $386K
|
6.34K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.07K- 15.42% |
$167K - $187K
|
16.8K
$997K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.26K+ 1605.31% |
$394K - $441K
|
7.71K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 2.91% |
$163 - $182
|
106
$6.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 0.12% |
$814 - $912
|
12.6K
$743K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24New |
$1.3K - $1.46K
|
24
$1.42K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.06% |
$54.2 - $60.8
|
1.63K
$96.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.49K- 1.81% |
$80.9K - $90.7K
|
80.9K
$4.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.73K+ 136250.0% |
$148K - $166K
|
2.73K
$161K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.71K+ 16.01% |
$147K - $165K
|
19.6K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.21KNew |
$445K - $499K
|
8.21K
$485K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.33K- 28.88% |
$181K - $202K
|
8.2K
$485K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
85+ 38.64% |
$4.61K - $5.17K
|
305
$18K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-350- 5.88% |
$19K - $21.3K
|
5.6K
$331K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
160New |
$8.68K - $9.73K
|
160
$9.47K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.15KNew |
$287K - $319K
|
5.15K
$305K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.69K- 25.99% |
$539K - $601K
|
27.6K
$1.63M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.46KNew |
$248K - $277K
|
4.46K
$264K
|
|