Purchases and Sales Made in Q2 2024 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
914+ 4.91% |
$43.6K - $47.4K
|
19.5K
$1.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
765New |
$36.5K - $39.6K
|
765
$45.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
694+ 0.82% |
$33.1K - $36K
|
85.1K
$5.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
564+ 19.69% |
$26.9K - $29.2K
|
3.43K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
517+ 2.69% |
$24.7K - $26.8K
|
19.7K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
512+ 6.88% |
$24.4K - $26.5K
|
7.96K
$472K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$29.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
496+ 0.13% |
$23.7K - $25.7K
|
376K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
300New |
$14.3K - $15.5K
|
300
$17.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
206New |
$9.83K - $10.7K
|
206
$12.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
111+ 0.36% |
$5.3K - $5.75K
|
30.9K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87New |
$4.15K - $4.51K
|
87
$5.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 6.8% |
$2.77K - $3.01K
|
911
$54K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31New |
$1.48K - $1.61K
|
31
$1.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.35% |
$1.43K - $1.55K
|
8.49K
$504K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18+ 0.1% |
$859 - $933
|
18.2K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 0.08% |
$525 - $570
|
13.4K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10New |
$477 - $518
|
10
$593
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.01% |
$47.7 - $51.8
|
6.93K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.33% |
$47.7 - $51.8
|
305
$18.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$907 - $985
|
19K
$1.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 19.4% |
$1.24K - $1.35K
|
108
$6.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-30- 1.29% |
$1.43K - $1.55K
|
2.3K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-73- 0.61% |
$3.48K - $3.78K
|
12K
$709K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-94- 94.95% |
$4.49K - $4.87K
|
5
$296
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-160- 2.75% |
$7.64K - $8.29K
|
5.66K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-213- 3.17% |
$10.2K - $11K
|
6.51K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346- 5.71% |
$16.5K - $17.9K
|
5.72K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-479- 7.2% |
$22.9K - $24.8K
|
6.17K
$366K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-600- 0.71% |
$28.6K - $31.1K
|
84.4K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-701- 9.45% |
$33.5K - $36.3K
|
6.72K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-832- 7.83% |
$39.7K - $43.1K
|
9.79K
$581K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 3.81% |
$54.1K - $58.7K
|
28.6K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 9.56% |
$59K - $64.1K
|
11.7K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 98.76% |
$60.8K - $66.1K
|
16
$949
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.48K- 10.9% |
$70.6K - $76.7K
|
12.1K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2K- 22.22% |
$95.4K - $104K
|
7K
$415K
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-4.16K- 9.36% |
$199K - $216K
|
40.3K
$2.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-4.51K- 49.53% |
$215K - $234K
|
4.6K
$273K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.22K- 38.65% |
$249K - $270K
|
8.28K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 53.51% |
$255K - $277K
|
4.64K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.35K- 1.25% |
$303K - $329K
|
501K
$29.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.4K- 7.97% |
$498K - $540K
|
120K
$7.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.2K- 18.83% |
$584K - $634K
|
52.7K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 40.89% |
$806K - $876K
|
24.4K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.2K- 39.09% |
$1.11M - $1.2M
|
36.1K
$2.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.7K- 64.32% |
$1.8M - $1.95M
|
20.9K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-40.2K- 75.39% |
$1.92M - $2.08M
|
13.1K
$779K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.8K- 90.62% |
$3.62M - $3.93M
|
7.86K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-92.6K- 86.37% |
$4.42M - $4.8M
|
14.6K
$867K
|