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 205 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $817 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
341
shares
|
$19,505
0.0% of portfolio
|
Q1 2025
Added 296.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
316
shares
|
$18,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
310
shares
|
$17,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
307
shares
|
$17,560
0.0% of portfolio
|
Q4 2024
Reduced 94.41%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
305
shares
|
$17,446
0.01% of portfolio
|
Q1 2025
Added 38.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
287
shares
|
$16,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
255
shares
|
$14,586
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
248
shares
|
$14,185
0.0% of portfolio
|
Q1 2025
Added 72.22%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
221
shares
|
$12,641
0.0% of portfolio
|
Q1 2024
Reduced 49.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$11,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
174
shares
|
$9,952
0.0% of portfolio
|
Q1 2025
Added 97.73%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
167
shares
|
$9,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
160
shares
|
$9,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
152
shares
|
$8,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
107
shares
|
$6,120
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
106
shares
|
$6,063
0.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
106
shares
|
$6,063
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
100
shares
|
$5,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$5,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
100
shares
|
$5,720
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
93
shares
|
$5,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
78
shares
|
$4,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
77
shares
|
$4,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
73
shares
|
$4,175
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
57
shares
|
$3,260
0.0% of portfolio
|
Q4 2019
New holding
|