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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
53New |
$1.98K - $2.34K
|
53
$3.01K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$18.7K - $22.1K
|
500
$28.4K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-865- 10.48% |
$32.4K - $38.1K
|
7.39K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
12New |
$449 - $529
|
12
$682
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.61KNew |
$248K - $292K
|
6.61K
$376K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
662New |
$24.8K - $29.2K
|
662
$37.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
7.65K+ 12.67% |
$287K - $338K
|
68.1K
$3.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163KClosed |
$6.1M - $7.18M
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.84K- 28.18% |
$256K - $301K
|
17.4K
$990K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
58.4KNew |
$2.19M - $2.58M
|
58.4K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$37.4 - $44.1
|
491
$27.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-30.7K- 71.27% |
$1.15M - $1.35M
|
12.4K
$703K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.7K- 6.85% |
$101K - $119K
|
36.7K
$2.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
800+ 13.87% |
$30K - $35.3K
|
6.57K
$373K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
29.1KNew |
$1.09M - $1.28M
|
29.1K
$1.65M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 4.83% |
$4.52K - $5.2K
|
2.4K
$137K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.52K - $1.75K
|
41
$2.33K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.21K+ 37.64% |
$119K - $137K
|
11.7K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
53.1KNew |
$1.97M - $2.26M
|
53.1K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
33KNew |
$1.22M - $1.4M
|
33K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.38K- 36.21% |
$51K - $58.7K
|
2.43K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.24KNew |
$194K - $224K
|
5.24K
$298K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
48.6KNew |
$1.8M - $2.07M
|
48.6K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.54KNew |
$205K - $236K
|
5.54K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-74- 0.37% |
$2.74K - $3.15K
|
19.9K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
56New |
$2.07K - $2.39K
|
56
$3.18K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.56K+ 22.84% |
$94.7K - $109K
|
13.8K
$782K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
39.1KNew |
$1.45M - $1.67M
|
39.1K
$2.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
4.64K+ 3.79% |
$172K - $198K
|
127K
$7.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15New |
$555 - $639
|
15
$853
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.37K+ 2.75% |
$50.6K - $58.3K
|
51.1K
$2.9M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.2KNew |
$42.7K - $48.8K
|
1.2K
$68.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
23New |
$818 - $935
|
23
$1.31K
|
|
|
Nov 15, 2022
Q3 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
4.9K+ 100.0% |
$174K - $199K
|
9.8K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
106New |
$3.77K - $4.31K
|
106
$6.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-4.4K- 15.08% |
$157K - $179K
|
24.8K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-164- 1.1% |
$5.84K - $6.66K
|
14.8K
$839K
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
16.9KNew |
$602K - $688K
|
16.9K
$962K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-413KClosed |
$14.7M - $16.8M
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.85% |
$35.6 - $40.6
|
55
$3.13K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.35KNew |
$48K - $54.9K
|
1.35K
$76.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
49New |
$1.74K - $1.99K
|
49
$2.79K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.3KClosed |
$730K - $863K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
549New |
$19.7K - $23.3K
|
549
$31.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-994Closed |
$35.7K - $42.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
PUT |
-160KClosed |
$5.75M - $6.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26New |
$934 - $1.1K
|
26
$1.48K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-866Closed |
$31.1K - $36.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.66KClosed |
$59.8K - $70.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.5KNew |
$735K - $869K
|
20.5K
$1.16M
|
|