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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-11.6KClosed |
$428K - $463K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-258Closed |
$9.49K - $10.3K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-7.42KClosed |
$273K - $296K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$159K - $172K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
30KNew |
$1.11M - $1.21M
|
30K
$1.78M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-407Closed |
$15.1K - $16.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.78KClosed |
$66.2K - $71.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.81KClosed |
$141K - $153K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
CALL |
-4.01KClosed |
$149K - $162K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$186 - $202
|
5
$296
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.21KClosed |
$82.1K - $89.2K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-140Closed |
$5.2K - $5.65K
|
0
$0
|
|
Q1 2021 | |||||||
Jun 08, 2021
Q1 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-13.5KClosed |
$436K - $511K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-156Closed |
$5.02K - $5.88K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
427+ 184.05% |
$13.7K - $16.1K
|
659
$39K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.52KClosed |
$146K - $171K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-9.45KClosed |
$304K - $356K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-176Closed |
$5.67K - $6.64K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16New |
$515 - $604
|
16
$947
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-28Closed |
$902 - $1.06K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.33KClosed |
$42.7K - $50K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-16Closed |
$515 - $604
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-64Closed |
$2.06K - $2.41K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-521Closed |
$16.8K - $19.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-150Closed |
$4.83K - $5.66K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-594Closed |
$19.1K - $22.4K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$3.22K - $3.77K
|
100
$5.92K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$8.44K - $10.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-195Closed |
$5.49K - $6.64K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-354Closed |
$9.96K - $12.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1Closed |
$28.1 - $34.1
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
279New |
$7.85K - $9.5K
|
279
$16.5K
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-79Closed |
$2.22K - $2.69K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-600Closed |
$16.9K - $20.4K
|
0
$0
|
|
Q3 2020 | |||||||
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30.5KClosed |
$796K - $921K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.27KClosed |
$164K - $190K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-240Closed |
$6.27K - $7.26K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-129KClosed |
$3.37M - $3.9M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-196Closed |
$5.12K - $5.93K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-348- 21.48% |
$8.04K - $10.8K
|
1.27K
$75.3K
|
|
Aug 14, 2020
Q2 2020
|
Xponance, Inc.
|
SELL
|
- |
-5.92KClosed |
$137K - $184K
|
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
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-110Closed |
$2.54K - $3.42K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$1.55K - $2.09K
|
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 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
|