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SPDR S&P Insurance ETF (KIE) Institutional Ownership

SPDR S&P Insurance ETF logo
$57.40 +0.11 (+0.19%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Insurance ETF (NYSEARCA:KIE)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$129.50M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$76.60M
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KIE Institutional Buying and Selling by Quarter

SPDR S&P Insurance ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Toth Financial Advisory Corp12,547$709K0.1%-2.6%0.090%
1/21/2025CX Institutional452$26K0.0%-94.6%0.003%
1/21/2025RFG Advisory LLC5,413$306K0.0%N/A0.039%
1/17/2025 Capital Planning Advisors LLC145,834$8.24M1.3%+5.2%1.042%
1/17/2025 Janney Montgomery Scott LLC54,869$3.10M0.0%+36.6%0.392%
1/17/2025 GoalVest Advisory LLC524$30K0.0%N/A0.004%
1/17/2025 Janney Capital Management LLC5,171$292K0.0%+6.6%0.037%
1/17/2025 Global Trust Asset Management LLC1,175$66K0.0%-34.4%0.008%
1/17/2025 Segment Wealth Management LLC5,160$292K0.0%-3.9%0.037%
1/15/2025 Triangle Securities Wealth Management82,413$4.66M1.2%-1.0%0.589%
1/15/2025 Merit Financial Group LLC16,912$956K0.0%N/A0.121%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,626$92K0.0%+16.1%0.012%
1/13/2025 Miracle Mile Advisors LLC34,725$1.96M0.0%N/A0.248%
1/13/2025 Brookstone Capital Management17,554$992K0.0%-78.1%0.125%
12/26/2024JPMorgan Chase & Co.2,985,840$169.45M0.0%+9.1%21.327%
11/22/2024Fulcrum Equity Management23,323$1.32M1.1%N/A0.167%
11/15/2024MML Investors Services LLC57,485$3.26M0.0%+1.5%0.411%
11/15/2024National Bank of Canada FI877$50K0.0%-30.0%0.006%
11/15/2024EP Wealth Advisors LLC7,378$419K0.0%+6.5%0.053%
11/15/2024Two Sigma Advisers LP228,900$12.99M0.0%N/A1.635%
11/15/2024Stifel Financial Corp18,975$1.08M0.0%-2.9%0.136%
11/15/2024Pinnacle Family Advisors LLC7,270$413K0.2%N/A0.052%
11/15/2024Hilltop Holdings Inc.4,979$283K0.0%N/A0.036%
11/15/2024FSA Wealth Management LLC700$40K0.0%N/A0.005%
11/13/2024BNP Paribas Financial Markets7,630$433K0.0%-95.7%0.055%
11/13/2024FMR LLC12,174$691K0.0%+19.5%0.087%
11/13/2024Bank of Montreal Can332,480$18.78M0.0%-33.7%2.375%
11/13/2024DRW Securities LLC54,000$3.06M0.1%N/A0.386%
11/7/2024LMR Partners LLP7,949$451K0.0%N/A0.057%
11/1/2024Lindbrook Capital LLC4,146$235K0.0%N/A0.030%
10/31/2024Jmac Enterprises LLC13,705$778K0.1%-6.3%0.098%
10/31/2024Trademark Financial Management LLC4,222$240K0.2%-56.9%0.030%
10/30/2024Silicon Valley Capital Partners602$34K0.0%N/A0.004%
10/29/2024 Janney Montgomery Scott LLC40,182$2.28M0.0%+40.5%0.287%
10/29/2024 Janney Capital Management LLC4,853$275K0.0%N/A0.035%
10/29/2024Farther Finance Advisors LLC2,725$155K0.0%-65.1%0.019%
10/28/2024US Bancorp DE1,701$97K0.0%-26.1%0.012%
10/25/2024Vanguard Capital Wealth Advisors5,116$290K0.3%N/A0.037%
10/24/2024J.W. Cole Advisors Inc.7,378$419K0.0%N/A0.053%
10/24/2024Ellis Investment Partners LLC27,598$1.57M0.3%+39.9%0.197%
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10/24/2024Fischer Investment Strategies LLC19,674$1.12M1.0%-72.1%0.141%
10/24/2024PFG Investments LLC6,593$374K0.0%+6.9%0.047%
10/24/2024 Arkadios Wealth Advisors14,634$830K0.0%-71.6%0.105%
10/23/2024Legacy Capital Group California Inc.5,060$287K0.1%N/A0.036%
10/23/2024 Global Trust Asset Management LLC1,790$102K0.0%+258.0%0.013%
10/23/2024Yoder Wealth Management Inc.4,515$256K0.2%-20.2%0.032%
10/21/2024Vicus Capital54,479$3.09M0.3%-4.9%0.389%
10/21/20241858 Wealth Management LLC14,459$821K0.7%-1.8%0.103%
10/21/2024Toth Financial Advisory Corp12,880$731K0.1%-3.9%0.092%
10/18/2024Raymond James & Associates198,120$11.24M0.0%+16.7%1.415%
10/18/2024Stratos Wealth Advisors LLC5,620$319K0.0%N/A0.040%
10/16/2024Global Retirement Partners LLC18,581$1.05M0.0%-2.1%0.133%
10/16/2024SPC Financial Inc.83,652$4.75M0.4%N/A0.598%
10/15/2024NBC Securities Inc.812$46K0.0%+306.0%0.006%
10/11/2024CX Institutional8,392$476K0.0%N/A0.060%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.1,400$79K0.0%+83.0%0.010%
10/8/2024 Brookstone Capital Management80,074$4.54M0.1%+3.2%0.572%
8/16/2024Chicago Wealth Management Inc.131,750$6.57M3.8%+0.9%0.941%
8/14/2024Marshall Wace LLP27,910$1.39M0.0%N/A0.199%
8/14/2024Bank of Montreal Can501,310$25.35M0.0%-1.3%3.581%
8/14/2024Fischer Investment Strategies LLC70,638$3.52M3.4%+119.6%0.505%
8/9/2024Renaissance Technologies LLC50,000$2.49M0.0%+109.2%0.357%
8/8/2024Envestnet Asset Management Inc.90,620$4.52M0.0%+11.0%0.647%
8/7/2024Headlands Technologies LLC1,355$68K0.0%+598.5%0.010%
8/7/2024Prudential PLC36,830$1.84M0.0%N/A0.263%
8/7/2024PFG Investments LLC6,170$307K0.0%-7.2%0.044%
8/6/2024Ellis Investment Partners LLC19,724$983K0.2%+2.7%0.141%
8/2/2024Cannon Global Investment Management LLC23,700$1.18M5.5%N/A0.169%
8/2/2024Capital Square LLC4,077$211K0.1%N/A0.029%
7/31/2024Farther Finance Advisors LLC7,804$389K0.0%N/A0.056%
7/31/2024Commonwealth Equity Services LLC39,557$1.97M0.0%+131.7%0.283%
7/31/2024Rothschild Investment LLC5,950$296K0.0%N/A0.043%
7/31/2024Trademark Financial Management LLC9,793$488K0.4%-7.8%0.070%
7/29/2024 Arkadios Wealth Advisors51,443$2.56M0.2%+8.6%0.367%
7/27/2024Zimmermann Investment Management & Planning LLC95,178$4.74M1.6%+18.9%0.680%
7/26/2024Signature Estate & Investment Advisors LLC7,000$349K0.0%-22.2%0.050%
7/26/2024Amica Mutual Insurance Co.40,281$2.01M0.2%-9.4%0.288%
7/25/2024First Heartland Consultants Inc.4,163$207K0.0%N/A0.030%
7/23/2024Vicus Capital57,257$2.85M0.3%+3.3%0.409%
7/19/2024Raymond James & Associates169,728$8.46M0.0%+261.0%1.212%
7/19/20241858 Wealth Management LLC14,722$734K0.6%+13.4%0.105%
7/18/2024 Brookstone Capital Management77,560$4.09M0.1%+5.2%0.554%
7/15/2024Fifth Third Securities Inc.7,957$396K0.0%+6.9%0.057%
7/13/2024 Capital CS Group LLC4,311$215K0.2%N/A0.031%
7/11/2024 Global Trust Asset Management LLC500$25K0.0%N/A0.004%
7/10/2024 Triangle Securities Wealth Management84,350$4.20M1.2%-0.7%0.603%
7/9/2024Lynx Investment Advisory988$49K0.0%N/A0.007%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.765$38K0.0%N/A0.005%
5/24/2024Cetera Advisors LLC14,285$744K0.0%+100.7%0.102%
5/15/2024Price T Rowe Associates Inc. MD4,125$215K0.0%N/A0.029%
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Here’s the full story for you.
5/9/2024Kingsview Wealth Management LLC130,814$6.81M0.2%+345.7%0.934%
5/9/2024Tradewinds LLC.4,972$259K0.2%N/A0.036%
5/8/2024Trademark Financial Management LLC10,625$553K0.5%+18.0%0.076%
5/7/2024Oppenheimer & Co. Inc.4,157$216K0.0%N/A0.030%
5/7/2024PFG Advisors9,114$475K0.0%N/A0.065%
5/6/2024Manchester Capital Management LLC3,300$172K0.0%+10.0%0.024%
5/2/2024 Mutual Advisors LLC59,344$3.09M0.1%N/A0.424%
5/1/2024 Janney Capital Management LLC377,238$19.64M1.3%-2.4%2.695%
5/1/2024 Janney Montgomery Scott LLC29,741$1.55M0.0%+6.2%0.212%
5/1/2024BNP Paribas Financial Markets292,026$15.21M0.0%-10.7%2.086%
(Data available from 1/1/2016 forward)

KIE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KIE shares?

During the previous two years, 148 institutional investors and hedge funds held shares of SPDR S&P Insurance ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($169.45M), Goldman Sachs Group Inc. ($62.98M), Factory Mutual Insurance Co. ($27.82M), UBS Group AG ($20.17M), Bank of Montreal Can ($18.78M), Two Sigma Advisers LP ($12.99M), and Raymond James & Associates ($11.24M).Learn more on KIE's institutional investors.

Which institutional investors have been buying SPDR S&P Insurance ETF stock?

Of the 130 institutional investors that purchased SPDR S&P Insurance ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.55M), UBS Group AG ($1.69M), Janney Capital Management LLC ($410.13K), Insight Wealth Strategies LLC ($332.18K), Mirabella Financial Services LLP ($316.32K), Envestnet Asset Management Inc. ($229.82K), and Two Sigma Advisers LP ($228.90K).

How much institutional buying is happening at SPDR S&P Insurance ETF?

Institutional investors have bought a total of 9,088,110 shares in the last 24 months. This purchase volume represents approximately $399.81M in transactions.

Which SPDR S&P Insurance ETF major shareholders have been selling company stock?

Of the 61 institutional investors that sold SPDR S&P Insurance ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Factory Mutual Insurance Co. ($644.60K), Miracle Mile Advisors LLC ($419.35K), Goldman Sachs Group Inc. ($381.03K), LPL Financial LLC ($333.13K), BNP Paribas Financial Markets ($252.70K), Bank of Montreal Can ($175.90K), and Insight Wealth Strategies LLC ($163.74K).

How much institutional selling is happening at SPDR S&P Insurance ETF?

Institutional investors have sold a total of 3,232,149 shares in the last 24 months. This volume of shares sold represents approximately $145.68M in transactions.


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This page (NYSEARCA:KIE) was last updated on 1/21/2025 by MarketBeat.com Staff
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