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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87New |
$4.15K - $4.51K
|
87
$4.95K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2K- 22.22% |
$95.4K - $104K
|
7K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-213- 3.17% |
$10.2K - $11K
|
6.51K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
206New |
$9.83K - $10.7K
|
206
$11.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.31KNew |
$206K - $223K
|
4.31K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
988New |
$47.1K - $51.2K
|
988
$56.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
1.2MNew |
$54.4M - $62.5M
|
1.2M
$68.2M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.13KNew |
$187K - $215K
|
4.13K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
44.8KNew |
$2.03M - $2.33M
|
44.8K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$9.07K - $10.4K
|
200
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
30.3KNew |
$1.37M - $1.58M
|
30.3K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.34KNew |
$106K - $122K
|
2.34K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
92.1KNew |
$4.18M - $4.8M
|
92.1K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 100.74% |
$325K - $373K
|
14.3K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
84New |
$3.81K - $4.37K
|
84
$4.77K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4KNew |
$181K - $208K
|
4K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78New |
$3.54K - $4.06K
|
78
$4.43K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
60.3KNew |
$2.74M - $3.14M
|
60.3K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.16KNew |
$189K - $216K
|
4.16K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
300+ 10.0% |
$13.6K - $15.6K
|
3.3K
$188K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24New |
$1.09K - $1.25K
|
24
$1.36K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
68.7KNew |
$3.11M - $3.58M
|
68.7K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.54K - $5.21K
|
100
$5.68K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.19K+ 50.6% |
$145K - $166K
|
9.5K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-219- 49.77% |
$9.93K - $11.4K
|
221
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-134- 1.28% |
$6.08K - $6.98K
|
10.3K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93New |
$4.22K - $4.84K
|
93
$5.29K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-143- 1.86% |
$6.49K - $7.45K
|
7.56K
$429K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-164K- 49.29% |
$7.43M - $8.53M
|
168K
$9.57M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25New |
$1.04K - $1.15K
|
25
$1.42K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24New |
$999 - $1.11K
|
24
$1.36K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.1KNew |
$1.05M - $1.16M
|
25.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
59.3KNew |
$2.47M - $2.73M
|
59.3K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13K- 71.25% |
$542K - $600K
|
5.25K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
700New |
$29.1K - $32.3K
|
700
$39.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.9K- 81.65% |
$828K - $917K
|
4.47K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-121- 2.72% |
$5.04K - $5.58K
|
4.33K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20.2KNew |
$841K - $931K
|
20.2K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
300New |
$12.5K - $13.8K
|
300
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-500- 50.0% |
$20.8K - $23K
|
500
$28.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.6K+ 165.78% |
$1.61M - $1.78M
|
61.9K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$188K - $208K
|
4.51K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19KNew |
$790K - $875K
|
19K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
102New |
$4.25K - $4.7K
|
102
$5.8K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
213KNew |
$8.87M - $9.82M
|
213K
$12.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
974New |
$40.5K - $44.9K
|
974
$55.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-310K- 33.51% |
$12.9M - $14.3M
|
615K
$35M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
26New |
$1.08K - $1.2K
|
26
$1.48K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.81K- 26.54% |
$117K - $130K
|
7.79K
$443K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11New |
$458 - $507
|
11
$625
|
|