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SPDR S&P Insurance ETF (KIE) Institutional Ownership

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$57.69 -0.33 (-0.57%)
Closing price 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)
127
Total
Institutional Inflows
(last 12 months)
$269.88M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$98.24M
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KIE Institutional Buying and Selling by Quarter

SPDR S&P Insurance ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Arete Wealth Advisors LLC4,602$279K0.0%N/A0.030%
5/16/2025 Goldman Sachs Group Inc.1,633,791$98.89M0.0%-24.3%10.609%
5/16/2025 Jones Financial Companies Lllp18,894$1.14M0.0%+331.3%0.123%
5/16/2025 Pinnacle Family Advisors LLC7,375$446K0.2%N/A0.048%
5/16/2025 NewEdge Advisors LLC4,855$294K0.0%-18.5%0.032%
5/16/2025 Clark Capital Management Group Inc.16,481$998K0.0%N/A0.107%
5/15/2025 Royal Bank of Canada104,368$6.32M0.0%-18.0%0.678%
5/15/2025 DRW Securities LLC96,000$5.81M0.2%N/A0.623%
5/15/2025 Baird Financial Group Inc.18,052$1.09M0.0%N/A0.117%
5/15/2025 Activest Wealth Management612$37K0.0%-24.4%0.004%
5/15/2025 WPG Advisers LLC900$54K0.1%N/A0.006%
5/14/2025 CreativeOne Wealth LLC5,096$308K0.0%N/A0.033%
5/14/2025 Comerica Bank4,312$261K0.0%-7.3%0.028%
5/14/2025 Jump Financial LLC23,277$1.41M0.0%N/A0.151%
5/14/2025 Northwestern Mutual Wealth Management Co.2,003$121K0.0%+124.6%0.013%
5/14/2025 Kestra Advisory Services LLC16,578$1.00M0.0%-3.0%0.108%
5/14/2025 Chicago Wealth Management Inc.142,637$8.63M4.5%+1.8%0.926%
5/14/2025 Flow Traders U.S. LLC20,278$1.23M0.1%+38.3%0.132%
5/13/2025 Brooklyn Investment Group1,200$73K0.0%N/A0.008%
5/13/2025 Raymond James Financial Inc.388,367$23.51M0.0%+20.8%2.522%
5/13/2025 Cookson Peirce & Co. Inc.10,619$643K0.0%-4.0%0.069%
5/12/2025 Capital Planning Advisors LLC146,217$8.85M1.4%+0.3%0.949%
5/12/2025 JPMorgan Chase & Co.3,323,544$201.18M0.0%+10.3%21.581%
5/12/2025 Citigroup Inc.269,405$16.31M0.0%+72.2%1.749%
5/12/2025 AlphaCore Capital LLC754$46K0.0%N/A0.005%
5/9/2025 Headlands Technologies LLC1,374$83K0.0%-41.1%0.009%
5/9/2025 Citizens Financial Group Inc. RI4,930$298K0.0%N/A0.032%
5/9/2025 Advyzon Investment Management LLC11,686$707K0.3%N/A0.075%
5/9/2025 Blair William & Co. IL5,329$323K0.0%+5.4%0.034%
5/8/2025 SPC Financial Inc.89,817$5.44M0.5%+2.7%0.574%
5/8/2025Jefferies Financial Group Inc.59,858$3.62M0.0%N/A0.382%
5/8/2025 Arkadios Wealth Advisors15,800$956K0.0%+8.7%0.101%
5/8/2025 Marshall Investment Management LLC23,049$1.40M0.9%-5.3%0.147%
5/7/2025 Mackenzie Financial Corp5,370$325K0.0%+4.3%0.034%
5/7/2025 LPL Financial LLC484,603$29.33M0.0%-22.4%3.097%
5/7/2025 Investment Management Corp VA ADV160,091$9.69M8.7%-0.6%1.023%
5/7/2025 First Heartland Consultants Inc.6,035$365K0.0%+9.5%0.039%
5/6/2025 Cetera Investment Advisers15,804$957K0.0%+7.8%0.101%
5/6/2025 Brookwood Investment Group LLC4,334$262K0.0%N/A0.028%
5/6/2025 Y Intercept Hong Kong Ltd7,226$437K0.0%N/A0.046%
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5/5/2025 Csenge Advisory Group63,032$3.58M0.2%+8.8%0.403%
5/5/2025 Private Advisor Group LLC21,893$1.33M0.0%+27.5%0.140%
5/5/2025 Hollencrest Capital Management110,678$6.70M0.3%+0.4%0.707%
5/2/2025 Fortis Group Advisors LLC61,552$3.73M0.7%N/A0.393%
5/2/2025 Kingsview Wealth Management LLC194,753$11.79M0.2%-2.3%1.244%
5/2/2025 Wealthfront Advisers LLC9,488$574K0.0%+25.2%0.061%
5/1/2025 Q3 Asset Management9,818$594K0.4%N/A0.063%
5/1/2025 Fulcrum Equity Management25,531$1.55M1.7%N/A0.163%
5/1/2025 Fifth Third Securities Inc.8,834$535K0.0%+3.0%0.056%
4/29/2025 Envestnet Asset Management Inc.191,854$11.61M0.0%+2.9%1.226%
4/25/2025 J.Safra Asset Management Corp660,045$39.95M3.3%+2.0%4.218%
4/25/2025 Trademark Financial Management LLC6,964$422K0.3%+69.4%0.044%
4/24/2025 Golden State Wealth Management LLC450$27K0.0%N/A0.003%
4/23/2025 Perigon Wealth Management LLC26,473$1.60M0.0%N/A0.169%
4/23/2025 Golden State Wealth Management LLC900$54K0.0%N/A0.006%
4/23/2025 Spire Wealth Management20,192$1.22M0.0%+2.0%0.129%
4/23/2025 Win Advisors Inc.48,974$2.96M1.5%N/A0.313%
4/23/2025 Oppenheimer & Co. Inc.3,324$201K0.0%N/A0.021%
4/22/2025 Jericho Financial LLP3,628$220K0.2%N/A0.023%
4/22/2025 Cambridge Investment Research Advisors Inc.9,149$554K0.0%-4.6%0.058%
4/22/2025 1858 Wealth Management LLC15,364$930K0.8%+2.2%0.098%
4/22/2025 Ellis Investment Partners LLC27,296$1.65M0.3%-7.6%0.174%
4/22/2025 Synergy Asset Management LLC25,428$1.54M0.2%N/A0.162%
4/22/2025 Crews Bank & Trust1,620$98K0.0%-18.4%0.010%
4/22/2025 PFG Investments LLC5,763$349K0.0%-11.6%0.037%
4/22/2025 Dale Q Rice Investment Management Ltd5,452$330K0.2%N/A0.035%
4/22/2025 Segment Wealth Management LLC4,460$270K0.0%-13.6%0.028%
4/21/2025 Avior Wealth Management LLC5,592$338K0.0%-34.7%0.036%
4/21/2025 Provident Wealth Management LLC800$48K0.0%N/A0.005%
4/18/2025 Global Trust Asset Management LLC560$34K0.0%-52.3%0.004%
4/17/2025 Vicus Capital51,612$3.12M0.3%N/A0.325%
4/17/2025 Janney Montgomery Scott LLC51,159$3.10M0.0%-6.8%0.322%
4/16/2025 Wealth Enhancement Advisory Services LLC6,344$384K0.0%N/A0.040%
4/15/2025 Ibex Wealth Advisors16,849$1.02M0.1%-15.4%0.106%
4/10/2025 Triangle Securities Wealth Management80,922$4.90M1.3%-1.8%0.509%
4/9/2025 HBW Advisory Services LLC8,205$497K0.1%N/A0.052%
4/9/2025 Merit Financial Group LLC19,620$1.19M0.0%+16.0%0.123%
4/9/2025 NBC Securities Inc.2,727$165K0.0%+136,250.0%0.017%
4/9/2025 Kaizen Financial Strategies8,200$496K0.3%-28.9%0.052%
4/8/2025 Rothschild Investment LLC5,600$339K0.0%-5.9%0.035%
2/25/2025 Integrated Advisors Network LLC4,459$252K0.0%N/A0.028%
2/20/2025 Mackenzie Financial Corp5,150$291K0.0%-35.7%0.037%
2/18/2025 Investment Management Corp VA ADV161,098$9.11M8.1%N/A1.151%
2/18/2025 GTS Securities LLC21,820$1.23M0.1%-60.1%0.156%
2/18/2025 First Heartland Consultants Inc.5,510$311K0.0%+28.6%0.039%
2/17/2025 Two Sigma Investments LP76,900$4.35M0.0%-79.5%0.549%
2/17/2025 Millennium Management LLC211,850$11.97M0.0%+42.9%1.513%
2/17/2025 LMR Partners LLP47,425$2.68M0.0%+496.6%0.339%
2/17/2025 Kaizen Financial Strategies11,530$652K0.4%-4.9%0.082%
2/17/2025 CoreCap Advisors LLC1,751$99K0.0%-54.5%0.013%
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2/17/2025 Cetera Investment Advisers14,667$829K0.0%-36.2%0.105%
2/17/2025 Cary Street Partners Financial LLC6,364$360K0.0%N/A0.045%
2/17/2025 Bank of America Corp DE453,621$25.64M0.0%+3.6%3.240%
2/17/2025 BNP Paribas Financial Markets28,461$1.61M0.0%+273.0%0.203%
2/17/2025 Ameriprise Financial Inc.454,331$25.67M0.0%+0.7%3.245%
2/14/2025 Comerica Bank4,653$263K0.0%+10.2%0.033%
2/14/2025 Lido Advisors LLC75,317$4.26M0.0%-9.6%0.538%
2/14/2025 Tudor Investment Corp ET AL61,328$3.47M0.0%-37.8%0.438%
2/14/2025 Two Sigma Securities LLC15,013$849K0.1%N/A0.107%
2/14/2025 Stifel Financial Corp26,340$1.49M0.0%+38.8%0.188%
(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, 193 institutional investors and hedge funds held shares of SPDR S&P Insurance ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($201.18M), Goldman Sachs Group Inc. ($98.89M), J.Safra Asset Management Corp ($39.95M), LPL Financial LLC ($29.33M), Factory Mutual Insurance Co. ($27.82M), Ameriprise Financial Inc. ($25.67M), and Bank of America Corp DE ($25.64M).Learn more on KIE's institutional investors.

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

Of the 176 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. ($2.89M), Raymond James Financial Inc. ($709.99K), J.Safra Asset Management Corp ($660.05K), Janney Capital Management LLC ($410.13K), UBS Group AG ($363.54K), Insight Wealth Strategies LLC ($332.18K), 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 10,207,327 shares in the last 24 months. This purchase volume represents approximately $505.72M in transactions.

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

Of the 77 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: Goldman Sachs Group Inc. ($904.70K), Factory Mutual Insurance Co. ($630K), LPL Financial LLC ($472.85K), Two Sigma Investments LP ($297.60K), BNP Paribas Financial Markets ($252.70K), Bank of Montreal Can ($194.64K), 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 3,725,551 shares in the last 24 months. This volume of shares sold represents approximately $187.77M in transactions.



This page (NYSEARCA:KIE) was last updated on 5/22/2025 by MarketBeat.com Staff
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