Institutional Ownership Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $774 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,378
shares
|
$450,131
0.0% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,378
shares
|
$450,131
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
7,270
shares
|
$443,542
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,853
shares
|
$418,101
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
6,650
shares
|
$405,716
0.14% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,617
shares
|
$403,703
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,593
shares
|
$402,238
0.02% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,514
shares
|
$397,419
0.01% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,950
shares
|
$363,009
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,760
shares
|
$351,417
0.0% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,620
shares
|
$342,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$339,825
0.05% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,496
shares
|
$335,310
0.01% of portfolio
|
Q3 2024
Added 1701.97%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,370
shares
|
$327,623
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,285
shares
|
$322,437
0.08% of portfolio
|
Q2 2022
Added 0.49%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
5,116
shares
|
$312,127
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,060
shares
|
$308,710
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,979
shares
|
$303,768
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
4,853
shares
|
$296,081
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,515
shares
|
$275,460
0.15% of portfolio
|
Q3 2024
Reduced 20.23%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,431
shares
|
$270,335
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,389
shares
|
$267,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,329
shares
|
$264,112
0.0% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
4,311
shares
|
$263,014
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,283
shares
|
$261,305
0.03% of portfolio
|
Q3 2024
Added 2.88%
|