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 |
---|---|---|---|---|---|---|---|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6KClosed |
$124K - $225K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-86.7KClosed |
$1.8M - $3.25M
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Cumberland Advisors Inc
|
SELL
|
- |
-174KClosed |
$3.6M - $6.51M
|
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
$15.1K
|
|
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
$3.3K
|
|
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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.65KClosed |
$230K - $235K
|
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 12, 2019
Q3 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-154KClosed |
$5.34M - $5.45M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$104K - $106K
|
3K
$173K
|
|
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
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Jacobi Capital Management LLC
|
SELL
|
- |
-93Closed |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-342Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-48- 94.12% |
N/A
|
3
$173
|
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-27.4KClosed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-513Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 234.69% |
N/A
|
492
$28.4K
|
|
Feb 13, 2019
Q4 2018
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Motco
|
SELL
|
- |
-174Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-905Closed |
N/A
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|