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 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.34KNew |
$106K - $122K
|
2.34K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
92.1KNew |
$4.18M - $4.8M
|
92.1K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 100.74% |
$325K - $373K
|
14.3K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
84New |
$3.81K - $4.37K
|
84
$4.97K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4KNew |
$181K - $208K
|
4K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78New |
$3.54K - $4.06K
|
78
$4.62K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.3KNew |
$2.74M - $3.14M
|
60.3K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
300+ 10.0% |
$13.6K - $15.6K
|
3.3K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24New |
$1.09K - $1.25K
|
24
$1.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.54K - $5.21K
|
100
$5.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-219- 49.77% |
$9.93K - $11.4K
|
221
$13.1K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-134- 1.28% |
$6.08K - $6.98K
|
10.3K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93New |
$4.22K - $4.84K
|
93
$5.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-143- 1.86% |
$6.49K - $7.45K
|
7.56K
$447K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-164K- 49.29% |
$7.43M - $8.53M
|
168K
$9.97M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25New |
$1.04K - $1.15K
|
25
$1.48K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$999 - $1.11K
|
24
$1.42K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.1KNew |
$1.05M - $1.16M
|
25.1K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
59.3KNew |
$2.47M - $2.73M
|
59.3K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.9K- 81.65% |
$828K - $917K
|
4.47K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20.2KNew |
$841K - $931K
|
20.2K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.6K+ 165.78% |
$1.61M - $1.78M
|
61.9K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$20.8K - $23K
|
500
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300New |
$12.5K - $13.8K
|
300
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$188K - $208K
|
4.51K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19KNew |
$790K - $875K
|
19K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
102New |
$4.25K - $4.7K
|
102
$6.04K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
213KNew |
$8.87M - $9.82M
|
213K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
974New |
$40.5K - $44.9K
|
974
$57.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
26New |
$1.08K - $1.2K
|
26
$1.54K
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-310K- 33.51% |
$12.9M - $14.3M
|
615K
$36.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 26.54% |
$117K - $130K
|
7.79K
$461K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11New |
$458 - $507
|
11
$651
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100+ 20.0% |
$4.16K - $4.61K
|
600
$35.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.34K- 97.88% |
$55.9K - $61.9K
|
29
$1.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$416 - $461
|
10
$592
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 55.0% |
$458 - $507
|
9
$533
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
130+ 464.29% |
$5.28K - $5.7K
|
158
$9.35K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
270New |
$11K - $11.8K
|
270
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
123KNew |
$4.98M - $5.37M
|
123K
$7.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
246KNew |
$10M - $10.8M
|
246K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-464- 87.38% |
$18.9K - $20.3K
|
67
$3.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16+ 0.3% |
$650 - $701
|
5.33K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.13KNew |
$290K - $312K
|
7.13K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.43K- 10.53% |
$180K - $194K
|
37.7K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60New |
$2.44K - $2.63K
|
60
$3.55K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10KNew |
$407K - $438K
|
10K
$592K
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
51.4KNew |
$2.09M - $2.25M
|
51.4K
$3.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24- 0.41% |
$976 - $1.05K
|
5.76K
$341K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
84.5KNew |
$3.43M - $3.7M
|
84.5K
$5M
|
|