Latest Institutional Transactions on Spdr S&P Insurance ETF (KIE)
This table provides information on the latest institutional transactions involving Spdr S&P Insurance ETF (KIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 2.88% |
$5.93K - $6.82K
|
4.28K
$243K
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
30+ 0.25% |
$1.48K - $1.71K
|
12.1K
$689K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.15KNew |
$205K - $236K
|
4.15K
$236K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.57K- 56.89% |
$275K - $317K
|
4.22K
$240K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-915- 6.26% |
$45.2K - $52K
|
13.7K
$779K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 3.33% |
$494 - $569
|
310
$17.6K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56New |
$2.77K - $3.18K
|
56
$3.18K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
602New |
$29.8K - $34.2K
|
602
$34.2K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.63K+ 20.76% |
$80.6K - $92.8K
|
9.49K
$539K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-600- 26.08% |
$29.7K - $34.1K
|
1.7K
$96.7K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.19K+ 1701.97% |
$257K - $295K
|
5.5K
$312K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.08K- 65.08% |
$251K - $289K
|
2.73K
$155K
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.12KNew |
$253K - $291K
|
5.12K
$291K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
152New |
$7.51K - $8.64K
|
152
$8.64K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-51K- 72.15% |
$2.52M - $2.9M
|
19.7K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-72.3K- 75.97% |
$3.57M - $4.11M
|
22.9K
$1.3M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.38KNew |
$365K - $420K
|
7.38K
$419K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.87K+ 39.92% |
$389K - $448K
|
27.6K
$1.57M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.06KNew |
$250K - $288K
|
5.06K
$288K
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.15K- 20.23% |
$56.6K - $65.1K
|
4.52K
$257K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.78K- 4.85% |
$137K - $158K
|
54.5K
$3.1M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.08KNew |
$103K - $118K
|
2.08K
$118K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.6K- 49.6% |
$970K - $1.12M
|
19.9K
$1.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 16.73% |
$1.4M - $1.61M
|
198K
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
213+ 0.48% |
$10.5K - $12.1K
|
45K
$2.56M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30New |
$1.48K - $1.71K
|
30
$1.71K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.62KNew |
$278K - $320K
|
5.62K
$319K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-408- 2.15% |
$20.2K - $23.2K
|
18.6K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
83.7KNew |
$4.14M - $4.76M
|
83.7K
$4.75M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-366- 7.96% |
$18.1K - $20.8K
|
4.23K
$241K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 155.56% |
$5.54K - $6.37K
|
184
$10.5K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
86New |
$4.25K - $4.89K
|
86
$4.89K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31New |
$1.48K - $1.61K
|
31
$1.76K
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.37K+ 2.19% |
$209K - $227K
|
204K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.9KNew |
$1.33M - $1.45M
|
27.9K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
31.5KNew |
$1.5M - $1.63M
|
31.5K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.22M - $1.33M
|
25.6K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
20.7KNew |
$985K - $1.07M
|
20.7K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.65K+ 5.76% |
$78.6K - $85.4K
|
30.3K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 9.56% |
$59K - $64.1K
|
11.7K
$666K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 53.51% |
$255K - $277K
|
4.64K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
2.5KNew |
$119K - $130K
|
2.5K
$142K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
98.4K+ 140.58% |
$4.69M - $5.1M
|
168K
$9.57M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.7K+ 195.73% |
$939K - $1.02M
|
29.7K
$1.69M
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 98.76% |
$60.8K - $66.1K
|
16
$909
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-94- 94.95% |
$4.49K - $4.87K
|
5
$284
|
|
Aug 02, 2024
Q2 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
23.7KNew |
$1.13M - $1.23M
|
23.7K
$1.35M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
4.08KNew |
$195K - $211K
|
4.08K
$232K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$284K - $308K
|
5.95K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.2K- 39.09% |
$1.11M - $1.2M
|
36.1K
$2.05M
|