Purchases and Sales Made in Q1 2024 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P INSURANCE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 11.31% |
$27.8K - $31.9K
|
6.03K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
588+ 3.19% |
$26.7K - $30.6K
|
19K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
563+ 0.43% |
$25.5K - $29.3K
|
131K
$7.48M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
300+ 10.0% |
$13.6K - $15.6K
|
3.3K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
201+ 12.59% |
$9.12K - $10.5K
|
1.8K
$103K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$9.07K - $10.4K
|
200
$11.5K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
194New |
$8.8K - $10.1K
|
194
$11.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
134New |
$6.08K - $6.98K
|
134
$7.68K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
116+ 0.38% |
$5.26K - $6.04K
|
30.8K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.54K - $5.21K
|
100
$5.73K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93New |
$4.22K - $4.84K
|
93
$5.33K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 3.17% |
$3.99K - $4.58K
|
2.87K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
84New |
$3.81K - $4.37K
|
84
$4.81K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78New |
$3.54K - $4.06K
|
78
$4.47K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 7400.0% |
$3.36K - $3.85K
|
75
$4.3K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 0.59% |
$2.68K - $3.07K
|
9.98K
$572K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24New |
$1.09K - $1.25K
|
24
$1.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7+ 0.06% |
$317 - $364
|
12K
$689K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 9.17% |
$454 - $521
|
99
$5.67K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26- 0.07% |
$1.18K - $1.35K
|
35.8K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45- 0.26% |
$2.04K - $2.34K
|
17.1K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-83- 3.86% |
$3.76K - $4.32K
|
2.07K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-101- 1.34% |
$4.58K - $5.26K
|
7.45K
$427K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-134- 1.28% |
$6.08K - $6.98K
|
10.3K
$592K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-143- 1.86% |
$6.49K - $7.45K
|
7.56K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-179- 37.06% |
$8.12K - $9.32K
|
304
$17.4K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-217- 1.65% |
$9.84K - $11.3K
|
12.9K
$742K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-219- 49.77% |
$9.93K - $11.4K
|
221
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-263- 4.16% |
$11.9K - $13.7K
|
6.06K
$347K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-282- 18.37% |
$12.8K - $14.7K
|
1.25K
$71.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-354- 29.33% |
$16.1K - $18.4K
|
853
$48.9K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-437- 4.17% |
$19.8K - $22.8K
|
10.1K
$576K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-443- 3.2% |
$20.1K - $23.1K
|
13.4K
$767K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-873- 13.04% |
$39.6K - $45.5K
|
5.82K
$334K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-879- 1.02% |
$39.9K - $45.8K
|
85K
$4.87M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.02K- 10.15% |
$46.1K - $53K
|
9K
$516K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.96K- 2.41% |
$88.8K - $102K
|
79.4K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.86K- 5.37% |
$130K - $149K
|
50.4K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.96K- 2.17% |
$134K - $154K
|
133K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-4.13K- 8.5% |
$187K - $215K
|
44.4K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.68K- 31.88% |
$348K - $400K
|
16.4K
$940K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-9.38K- 2.43% |
$426K - $489K
|
377K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15K- 21.97% |
$681K - $782K
|
53.4K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 1.27% |
$803K - $921K
|
1.38M
$78.8M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37.1K- 6.81% |
$1.68M - $1.93M
|
508K
$29.1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-41K- 11.4% |
$1.86M - $2.14M
|
319K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-49.2K- 41.27% |
$2.23M - $2.56M
|
70K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.9K- 12.11% |
$2.85M - $3.27M
|
457K
$26.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64.6K- 14.7% |
$2.93M - $3.36M
|
375K
$21.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68K- 73.99% |
$3.08M - $3.54M
|
23.9K
$1.37M
|