Purchases and Sales Made in Q3 2023 in Spdr S&P Insurance ETF (KIE)
This table provides information about the institutional ownership of Spdr S&P Insurance ETF (KIE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
175New |
$7.11K - $7.67K
|
175
$9.97K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174+ 1.37% |
$7.07K - $7.63K
|
12.8K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
158New |
$6.42K - $6.93K
|
158
$9K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
130+ 464.29% |
$5.28K - $5.7K
|
158
$9K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$4.96K - $5.35K
|
122
$6.95K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
110+ 0.36% |
$4.47K - $4.82K
|
30.6K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
97New |
$3.94K - $4.25K
|
97
$5.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60New |
$2.44K - $2.63K
|
60
$3.42K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
40New |
$1.63K - $1.75K
|
40
$2.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16+ 0.3% |
$650 - $701
|
5.33K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 0.09% |
$488 - $526
|
13.8K
$787K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
10New |
$407 - $438
|
10
$570
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$244 - $263
|
6
$342
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 1.98% |
$610 - $657
|
741
$42.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24- 0.41% |
$976 - $1.05K
|
5.76K
$328K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-34- 1.44% |
$1.38K - $1.49K
|
2.33K
$133K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-91- 0.79% |
$3.7K - $3.99K
|
11.4K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-103- 0.69% |
$4.19K - $4.51K
|
14.7K
$839K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-165- 0.19% |
$6.71K - $7.23K
|
85.6K
$4.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-294- 10.17% |
$12K - $12.9K
|
2.6K
$148K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-364- 2.55% |
$14.8K - $16K
|
13.9K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-394- 6.15% |
$16K - $17.3K
|
6.01K
$343K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-417- 3.92% |
$17K - $18.3K
|
10.2K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-464- 87.38% |
$18.9K - $20.3K
|
67
$3.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-487- 5.63% |
$19.8K - $21.3K
|
8.16K
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-702- 6.45% |
$28.5K - $30.8K
|
10.2K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.57K- 0.86% |
$63.7K - $68.7K
|
181K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 12.41% |
$73.2K - $78.9K
|
12.7K
$724K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.33K- 5.53% |
$94.6K - $102K
|
39.8K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.38K- 6.92% |
$96.7K - $104K
|
32K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.22K- 21.83% |
$131K - $141K
|
11.5K
$657K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.1K- 2.93% |
$167K - $180K
|
136K
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.25K- 7.65% |
$173K - $186K
|
51.3K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.4K- 52.34% |
$179K - $193K
|
4.01K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.43K- 10.53% |
$180K - $194K
|
37.7K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.9K- 6.67% |
$240K - $259K
|
82.5K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-8.39K- 61.81% |
$341K - $368K
|
5.18K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.63K- 32.07% |
$351K - $378K
|
18.3K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.1K- 33.98% |
$856K - $923K
|
40.9K
$2.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-23.9K- 70.4% |
$973K - $1.05M
|
10.1K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-157K- 8.12% |
$6.38M - $6.87M
|
1.77M
$101M
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-207K- 18.25% |
$8.39M - $9.05M
|
925K
$52.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.43M- 60.04% |
$58.1M - $62.6M
|
951K
$54.2M
|