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 $889 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,230
shares
|
$72,975
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,175
shares
|
$69,712
0.03% of portfolio
|
Q4 2024
Reduced 34.36%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,167
shares
|
$69,238
0.0% of portfolio
|
Q4 2024
Added 33.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
892
shares
|
$52,922
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
878
shares
|
$52,091
0.0% of portfolio
|
Q4 2024
Reduced 93.71%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
809
shares
|
$47,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
741
shares
|
$43,963
0.0% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
700
shares
|
$41,531
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
605
shares
|
$35,894
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
584
shares
|
$34,648
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
524
shares
|
$31,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
491
shares
|
$29,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
452
shares
|
$26,817
0.0% of portfolio
|
Q4 2024
Reduced 94.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
407
shares
|
$24,147
0.0% of portfolio
|
Q4 2024
Added 121.2%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
403
shares
|
$23,909
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
384
shares
|
$22,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
316
shares
|
$18,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
310
shares
|
$18,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
307
shares
|
$18,214
0.0% of portfolio
|
Q4 2024
Reduced 94.41%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$13,111
0.0% of portfolio
|
Q1 2024
Reduced 49.77%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
220
shares
|
$13,052
0.01% of portfolio
|
Q4 2023
Added 25.71%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
205
shares
|
$12,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$11,866
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
152
shares
|
$9,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
144
shares
|
$8,543
0.0% of portfolio
|
Q4 2024
Added 35.85%
|