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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$244 - $263
|
6
$355
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
10New |
$407 - $438
|
10
$592
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
76.3KNew |
$2.91M - $3.12M
|
76.3K
$4.52M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34New |
$1.3K - $1.39K
|
34
$2.01K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-274- 5.22% |
$10.5K - $11.2K
|
4.97K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
109+ 2.12% |
$4.16K - $4.46K
|
5.24K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-124K- 95.98% |
$4.72M - $5.06M
|
5.18K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$38.1 - $40.9
|
1
$59.2
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.55K- 37.18% |
$212K - $227K
|
9.38K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
163+ 2.91% |
$6.22K - $6.66K
|
5.76K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
6.36KNew |
$242K - $260K
|
6.36K
$376K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-310- 56.36% |
$11.8K - $12.7K
|
240
$14.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
105KNew |
$4.02M - $4.31M
|
105K
$6.24M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-38.8K- 88.36% |
$1.48M - $1.58M
|
5.11K
$302K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
35.1KNew |
$1.34M - $1.43M
|
35.1K
$2.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
35.1KNew |
$1.34M - $1.43M
|
35.1K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23.8KNew |
$909K - $975K
|
23.8K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
26New |
$992 - $1.06K
|
26
$1.54K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
100KNew |
$3.81M - $4.09M
|
100K
$5.92M
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.5KClosed |
$56K - $65.9K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-270Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7KNew |
$262K - $309K
|
7K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.14KNew |
$192K - $227K
|
5.14K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1New |
$37.4 - $44.1
|
1
$59.2
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
95New |
$3.56K - $4.19K
|
95
$5.62K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
12New |
$449 - $529
|
12
$710
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.61KNew |
$248K - $292K
|
6.61K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
662New |
$24.8K - $29.2K
|
662
$39.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163KClosed |
$6.1M - $7.18M
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.84K- 28.18% |
$256K - $301K
|
17.4K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$37.4 - $44.1
|
491
$29.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-30.7K- 71.27% |
$1.15M - $1.35M
|
12.4K
$732K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.7K- 6.85% |
$101K - $119K
|
36.7K
$2.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
800+ 13.87% |
$30K - $35.3K
|
6.57K
$389K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 4.83% |
$4.52K - $5.2K
|
2.4K
$142K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.52K - $1.75K
|
41
$2.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33KNew |
$1.22M - $1.4M
|
33K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.21K+ 37.64% |
$119K - $137K
|
11.7K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
53.1KNew |
$1.97M - $2.26M
|
53.1K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.38K- 36.21% |
$51K - $58.7K
|
2.43K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.24KNew |
$194K - $224K
|
5.24K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
48.6KNew |
$1.8M - $2.07M
|
48.6K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.54KNew |
$205K - $236K
|
5.54K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-74- 0.37% |
$2.74K - $3.15K
|
19.9K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.07K - $2.39K
|
56
$3.31K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.56K+ 22.84% |
$94.7K - $109K
|
13.8K
$814K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
39.1KNew |
$1.45M - $1.67M
|
39.1K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
4.64K+ 3.79% |
$172K - $198K
|
127K
$7.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15New |
$555 - $639
|
15
$888
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.37K+ 2.75% |
$50.6K - $58.3K
|
51.1K
$3.02M
|
|