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 192 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $901 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
110
shares
|
$6,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
107
shares
|
$6,436
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
103
shares
|
$6,195
0.0% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
100
shares
|
$6,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
100
shares
|
$6,015
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$6,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$6,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
93
shares
|
$5,593
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
89
shares
|
$5,353
0.0% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
88
shares
|
$5,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
86
shares
|
$5,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
78
shares
|
$4,691
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
73
shares
|
$4,390
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
57
shares
|
$3,428
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
56
shares
|
$3,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
52
shares
|
$3,127
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
41
shares
|
$2,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
29
shares
|
$1,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
28
shares
|
$1,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
24
shares
|
$1,443
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24
shares
|
$1,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
10
shares
|
$601
0.0% of portfolio
|
Q3 2018
Reduced 2.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$360
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$300
0.0% of portfolio
|
Q2 2024
Reduced 94.95%
|