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 165 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $709 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
400
shares
|
$21,696
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
384
shares
|
$20,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
316
shares
|
$17,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
310
shares
|
$16,814
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$11,987
0.0% of portfolio
|
Q1 2024
Reduced 49.77%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
220
shares
|
$11,932
0.01% of portfolio
|
Q4 2023
Added 25.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
206
shares
|
$11,173
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$10,848
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
184
shares
|
$9,980
0.0% of portfolio
|
Q3 2024
Added 155.56%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
152
shares
|
$8,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
108
shares
|
$5,857
0.0% of portfolio
|
Q2 2024
Reduced 19.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
106
shares
|
$5,749
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$5,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
100
shares
|
$5,424
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
97
shares
|
$5,261
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
93
shares
|
$5,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
86
shares
|
$4,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$4,230
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
73
shares
|
$3,959
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
71
shares
|
$3,851
0.0% of portfolio
|
Q3 2024
Reduced 94.76%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
57
shares
|
$3,091
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
56
shares
|
$3,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
53
shares
|
$2,874
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
47
shares
|
$2,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
30
shares
|
$1,627
0.0% of portfolio
|
Q3 2024
New holding
|