Purchases and Sales Made in Q4 2022 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.56K+ 22.84% |
$94.7K - $109K
|
13.8K
$782K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.54KNew |
$94.1K - $108K
|
2.54K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.44K+ 5.4% |
$90.4K - $104K
|
47.7K
$2.71M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.14K+ 23.0% |
$79.2K - $91.2K
|
11.4K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 3.43% |
$78.5K - $90.3K
|
63.9K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.74K+ 15.72% |
$64.3K - $74K
|
12.8K
$726K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6KNew |
$59.1K - $68K
|
1.6K
$90.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.37K+ 2.75% |
$50.6K - $58.3K
|
51.1K
$2.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.19K+ 5.99% |
$43.9K - $50.5K
|
21K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.12K+ 10.86% |
$41.5K - $47.8K
|
11.5K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
790+ 5.91% |
$29.3K - $33.7K
|
14.2K
$805K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
634+ 8.64% |
$23.5K - $27K
|
7.97K
$453K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
576+ 3.86% |
$21.3K - $24.6K
|
15.5K
$882K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
240New |
$8.89K - $10.2K
|
240
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
228+ 1.65% |
$8.44K - $9.72K
|
14K
$797K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
201+ 0.67% |
$7.44K - $8.57K
|
30.2K
$1.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.07K - $2.39K
|
56
$3.18K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.52K - $1.75K
|
41
$2.33K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
26+ 78.79% |
$963 - $1.11K
|
59
$3.35K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
24+ 0.21% |
$889 - $1.02K
|
11.4K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
24New |
$889 - $1.02K
|
24
$1.36K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20+ 0.15% |
$741 - $853
|
13.2K
$750K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18+ 0.19% |
$667 - $767
|
9.61K
$546K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15New |
$555 - $639
|
15
$853
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.07% |
$370 - $426
|
14.3K
$812K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.82% |
$148 - $171
|
490
$27.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7- 30.43% |
$259 - $298
|
16
$910
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 0.06% |
$370 - $426
|
16.3K
$927K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-74- 0.37% |
$2.74K - $3.15K
|
19.9K
$1.13M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-103- 6.45% |
$3.81K - $4.39K
|
1.5K
$85K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 4.83% |
$4.52K - $5.2K
|
2.4K
$137K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-149- 1.77% |
$5.52K - $6.35K
|
8.26K
$469K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-236- 1.79% |
$8.74K - $10.1K
|
12.9K
$735K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-277- 8.72% |
$10.3K - $11.8K
|
2.9K
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-723- 22.5% |
$26.8K - $30.8K
|
2.49K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-899- 4.82% |
$33.3K - $38.3K
|
17.7K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 48.01% |
$39.8K - $45.9K
|
1.17K
$66.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.27K- 17.92% |
$47K - $54.1K
|
5.82K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.38K- 36.21% |
$51K - $58.7K
|
2.43K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.88K- 1.26% |
$69.7K - $80.3K
|
148K
$8.39M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.96K- 2.13% |
$72.7K - $83.6K
|
90K
$5.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.9K- 4.38% |
$144K - $166K
|
85.1K
$4.84M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.76K- 21.95% |
$176K - $203K
|
16.9K
$961K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.15K- 2.67% |
$191K - $220K
|
188K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.19K- 15.75% |
$340K - $392K
|
49.2K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.2K- 40.24% |
$564K - $649K
|
22.6K
$1.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-21.9K- 33.71% |
$811K - $934K
|
43.1K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.9K- 48.56% |
$995K - $1.15M
|
28.5K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-123K- 77.32% |
$4.55M - $5.24M
|
36K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-146K- 51.4% |
$5.42M - $6.24M
|
138K
$7.87M
|