Purchases and Sales Made in Q4 2023 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q4 2023. 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 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
974New |
$40.5K - $44.9K
|
974
$54.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723+ 12.02% |
$30.1K - $33.3K
|
6.74K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
700New |
$29.1K - $32.3K
|
700
$39.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
622+ 0.46% |
$25.9K - $28.7K
|
136K
$7.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
597+ 5.22% |
$24.9K - $27.5K
|
12K
$672K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483New |
$20.1K - $22.3K
|
483
$27K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
440New |
$18.3K - $20.3K
|
440
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300New |
$12.5K - $13.8K
|
300
$16.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
255+ 0.3% |
$10.6K - $11.8K
|
85.8K
$4.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
149+ 0.49% |
$6.2K - $6.87K
|
30.7K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
102New |
$4.25K - $4.7K
|
102
$5.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
67+ 0.66% |
$2.79K - $3.09K
|
10.3K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
50+ 0.36% |
$2.08K - $2.3K
|
14K
$780K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 25.71% |
$1.87K - $2.07K
|
220
$12.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
26New |
$1.08K - $1.2K
|
26
$1.45K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25New |
$1.04K - $1.15K
|
25
$1.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$999 - $1.11K
|
24
$1.34K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 0.11% |
$624 - $691
|
13.8K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11New |
$458 - $507
|
11
$615
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$416 - $461
|
10
$559
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.14% |
$167 - $184
|
2.78K
$155K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 4.39% |
$208 - $230
|
109
$6.09K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 55.0% |
$458 - $507
|
9
$503
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26Closed |
$1.08K - $1.2K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-121- 2.72% |
$5.04K - $5.58K
|
4.33K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-126- 8.33% |
$5.25K - $5.81K
|
1.39K
$77.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-130- 82.28% |
$5.41K - $5.99K
|
28
$1.56K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-239- 3.07% |
$9.95K - $11K
|
7.55K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-311- 3.04% |
$12.9K - $14.3K
|
9.92K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$20.8K - $23K
|
500
$27.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-591- 21.57% |
$24.6K - $27.2K
|
2.15K
$120K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-626- 89.68% |
$26.1K - $28.9K
|
72
$4.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-925- 99.89% |
$38.5K - $42.6K
|
1
$55.9
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-963- 15.08% |
$40.1K - $44.4K
|
5.42K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.05K- 12.82% |
$43.5K - $48.2K
|
7.12K
$398K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.34K- 97.88% |
$55.9K - $61.9K
|
29
$1.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.56K- 10.59% |
$64.9K - $71.9K
|
13.2K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.6K- 1.22% |
$66.8K - $73.9K
|
130K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.24K- 19.38% |
$93.1K - $103K
|
9.3K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.8K- 69.86% |
$116K - $129K
|
1.21K
$67.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 26.54% |
$117K - $130K
|
7.79K
$435K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 29.94% |
$119K - $132K
|
6.7K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.66K- 15.59% |
$152K - $169K
|
19.8K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.01K- 10.07% |
$167K - $185K
|
35.8K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.89K- 48.53% |
$203K - $225K
|
5.18K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.95K- 23.85% |
$373K - $413K
|
28.6K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 71.25% |
$542K - $600K
|
5.25K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-15.6K- 65.58% |
$647K - $717K
|
8.16K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.7K- 23.87% |
$695K - $769K
|
53.2K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-18.3K- 4.53% |
$763K - $845K
|
387K
$21.6M
|