Who owns SPDR KBW Insurance?
- Ticker: KIE
- CUSIP Number: 78464A789
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR KBW Insurance with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR KBW Insurance stock
Who bought or sold SPDR KBW Insurance this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 3.3M | $149M | 37% | Dec 2023 |
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| Goldman Sachs Group | 1.4M | $63M | -21% | Dec 2023 |
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| Factory Mutual Insurance Company | 615k | $32M | 0% | Mar 2024 |
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| Bank Of Montreal | 545k | $25M | 20883% | Dec 2023 |
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| Bank of America Corporation | 519k | $24M | -55% | Dec 2023 |
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| UBS Group | 446k | $20M | 441% | Dec 2023 |
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| Citadel Advisors | 387k | $18M | 216% | Dec 2023 |
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| Janney Capital Management | 387k | $18M | -5% | Dec 2023 |
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| Citigroup | 360k | $16M | 110% | Dec 2023 |
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| Millennium Management | 358k | $16M | 100% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 327k | $15M | -13% | Dec 2023 |
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| New Harbor Financial | 213k | $9.6M | 100% | Dec 2023 |
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| Insight Wealth Strategies | 168k | $8.8M | -49% | Mar 2024 |
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| Capital Planning Advisors | 137k | $6.2M | 0% | Dec 2023 |
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| Chicago Wealth Management | 130k | $5.9M | -1% | Dec 2023 |
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| Hrt Financial | 119k | $5.4M | 263% | Dec 2023 |
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| Advisor Group Holdings | 119k | $5.4M | 23% | Dec 2023 |
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| Jmac Enterprises | 95k | $4.3M | 9% | Dec 2023 |
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| Wells Fargo & Company | 88k | $4.0M | 71% | Dec 2023 |
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| Triangle Securities Wealth Management | 86k | $3.9M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 84k | $4.4M | 1142% | Mar 2024 |
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| Zimmermann Investment Management & Planning | 80k | $4.2M | 100% | Mar 2024 |
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| Lido Advisors | 79k | $3.6M | 8% | Dec 2023 |
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| Brookstone Capital Management | 74k | $3.8M | 5% | Mar 2024 |
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| Gladstone Institutional Advisory | 62k | $2.8M | 166% | Dec 2023 |
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| Royal Bank of Canada | 61k | $2.8M | 49% | Dec 2023 |
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| Brevan Howard Capital Management | 59k | $2.7M | 100% | Dec 2023 |
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| PFG Financial Advisors | 55k | $2.9M | 100% | Mar 2024 |
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| Amica Mutual Insurance Company | 49k | $2.2M | 100% | Dec 2023 |
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| Raymond James & Associates | 47k | $2.4M | 15% | Mar 2024 |
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| DRW Holdings | 36k | $1.6M | 187% | Dec 2023 |
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| Raymond James Financial Services Advisors | 36k | $1.9M | 0% | Mar 2024 |
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| Navis Wealth Advisors | 31k | $1.4M | 0% | Dec 2023 |
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| Kingsview Wealth Management | 29k | $1.3M | 73% | Dec 2023 |
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| Janney Montgomery Scott | 28k | $1.3M | 85% | Dec 2023 |
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| GSA Capital Partners | 25k | $1.1M | 100% | Dec 2023 |
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| Gts Securities | 24k | $1.1M | 100% | Dec 2023 |
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| Weiss Asset Management LP[1 | 20k | $913k | 100% | Dec 2023 |
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| Meitav Dash Investments | 20k | $899k | 0% | Dec 2023 |
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| Spire Wealth Management | 20k | $1.0M | 0% | Mar 2024 |
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| Ellis Investment Partners | 19k | $1.0M | 38% | Mar 2024 |
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| Global Retirement Partners | 19k | $990k | 3% | Mar 2024 |
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| Private Client Services | 19k | $858k | 100% | Dec 2023 |
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| Yahav Achim Ve Achayot - Provident Funds Management | 19k | $844k | 0% | Dec 2023 |
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| Stifel Financial | 18k | $802k | -57% | Dec 2023 |
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| Commonwealth Equity Services | 17k | $774k | 33% | Dec 2023 |
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| Neuberger Berman Group | 14k | $633k | 0% | Dec 2023 |
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| Toth Financial Advisory Corporation | 13k | $697k | -3% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $595k | -11% | Dec 2023 |
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| 1858 Wealth Management | 13k | $587k | 100% | Mar 2024 |
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| Kaizen Financial Strategies | 13k | $578k | 87% | Dec 2023 |
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| Cookson, Peirce & Co | 12k | $627k | 0% | Mar 2024 |
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| Baker Avenue Asset Management | 11k | $474k | 100% | Dec 2023 |
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| All Season Financial Advisors | 10k | $539k | -1% | Mar 2024 |
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| Arkadios Wealth Advisors | 10k | $464k | 1% | Dec 2023 |
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| Signature Estate and Investment Advisors | 10k | $453k | 0% | Dec 2023 |
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| HighTower Advisors | 9.9k | $449k | -3% | Dec 2023 |
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| Simplex Trading | 9.5k | $494k | 51% | Mar 2024 |
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| Barometer Capital Management | 8.2k | $369k | -66% | Dec 2023 |
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| Bensler | 7.8k | $352k | -27% | Dec 2023 |
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| Peak Financial Advisors | 7.6k | $393k | -2% | Mar 2024 |
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| Fifth Third Securities | 7.4k | $388k | -4% | Mar 2024 |
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| Wealthfront Advisers | 7.4k | $386k | 63% | Mar 2024 |
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| Two Sigma Investments | 7.3k | $330k | 100% | Dec 2023 |
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| EP Wealth Advisors | 6.9k | $313k | 100% | Dec 2023 |
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| PFG Investments | 6.6k | $346k | 39% | Mar 2024 |
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| Narus Financial Partners | 6.6k | $344k | 0% | Mar 2024 |
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| Texas Permanent School Fund | 6.4k | $287k | 0% | Dec 2023 |
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| Keebeck Wealth Management | 6.3k | $286k | 0% | Dec 2023 |
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| Tudor Investment Corporation | 6.3k | $286k | 100% | Dec 2023 |
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| Stratos Wealth Advisors | 5.8k | $303k | -13% | Mar 2024 |
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| Yoder Wealth Management | 5.8k | $303k | 0% | Mar 2024 |
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| HB Wealth Management | 5.8k | $261k | 0% | Dec 2023 |
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| Kestra Advisory Services | 5.4k | $245k | -15% | Dec 2023 |
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| Segment Wealth Management | 5.4k | $280k | 0% | Mar 2024 |
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| AE Wealth Management | 5.3k | $250k | -71% | Dec 2023 |
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| Merit Financial Group | 5.2k | $234k | -49% | Dec 2023 |
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| Private Portfolio Partners | 4.4k | $200k | 100% | Dec 2023 |
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| William Blair $ Company | 4.3k | $196k | -3% | Dec 2023 |
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| Manchester Capital Management | 3.0k | $136k | 0% | Dec 2023 |
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| Pnc Financial Services | 2.8k | $126k | 0% | Dec 2023 |
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| Us Bancorp | 2.3k | $105k | 0% | Dec 2023 |
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| Cambridge Trust Company | 2.1k | $94k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.6k | $72k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 1.5k | $70k | 100% | Dec 2023 |
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| Balentine | 1.3k | $58k | 0% | Dec 2023 |
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| Arrow Financial Corp. | 1.3k | $57k | 0% | Dec 2023 |
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| Advisors Preferred | 974.00 | $44k | 100% | Dec 2023 |
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| IFP Advisors | 741.00 | $34k | 0% | Dec 2023 |
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| FSA Wealth Management | 700.00 | $32k | 100% | Dec 2023 |
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| Cutler | 600.00 | $0 | -55% | Mar 2024 |
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| EverSource Wealth Advisors | 500.00 | $23k | -50% | Dec 2023 |
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| Principal Securities | 483.00 | $22k | 100% | Dec 2023 |
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| Amundi | 400.00 | $18k | 0% | Dec 2023 |
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| Advisory Services Network | 300.00 | $14k | 100% | Dec 2023 |
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| Harbor Investment Advisory | 279.00 | $15k | 0% | Mar 2024 |
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| Private Trust Co Na | 221.00 | $12k | -50% | Mar 2024 |
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| Peoples Bank | 220.00 | $12k | 0% | Mar 2024 |
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| Nbc Securities | 200.00 | $11k | 0% | Mar 2024 |
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| Mather Group | 134.00 | $6.1k | 100% | Mar 2024 |
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| Larson Financial Group | 109.00 | $4.9k | -4% | Dec 2023 |
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| O'shaughnessy Asset Management | 106.00 | $4.8k | 0% | Dec 2023 |
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| North Star Investment Management | 100.00 | $4.5k | 0% | Dec 2023 |
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| Venturi Wealth Management | 97.00 | $5.1k | 0% | Mar 2024 |
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| Sound Income Strategies | 93.00 | $4.8k | 100% | Mar 2024 |
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| Proequities | 72.00 | $3.3M | -90% | Dec 2023 |
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| Lee Financial | 60.00 | $2.7k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 57.00 | $3.0k | 0% | Mar 2024 |
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| Barrett & Company | 53.00 | $2.7k | 0% | Mar 2024 |
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| Able Wealth Management | 25.00 | $1.1k | 100% | Dec 2023 |
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| Hobbs Group Advisors | 24.00 | $1.1k | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 11.00 | $572.999900 | 0% | Mar 2024 |
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| Ronald Blue Trust | 10.00 | $0 | 100% | Dec 2023 |
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| Focused Wealth Management | 9.00 | $405.000000 | -55% | Dec 2023 |
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| DHJJ Financial Advisors | 6.00 | $313.000200 | 0% | Mar 2024 |
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| Huntington National Bank | 1.00 | $45.000000 | -100% | Dec 2023 |
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| Transamerica Financial Advisors | 1.00 | $1.0k | 0% | Dec 2023 |
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Who sold out of SPDR KBW Insurance?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mirabella Financial Services | Sep 2023 | 160k | $6.8M |
| Balyasny Asset Management | Sep 2023 | 123k | $5.2M |
| Adviser Investments | Sep 2023 | 85k | $3.6M |
| Credit Suisse | Sep 2023 | 38k | $1.6M |
| Private Advisor | Sep 2023 | 28k | $1.2M |
| Fifth Lane Capital | Sep 2023 | 11k | $471k |
| Flow Traders US | Sep 2023 | 6.2k | $265k |
| Consolidated Portfolio Review Corp | Sep 2023 | 5.3k | $227k |
| Schonfeld Strategic Advisors | Sep 2023 | 5.2k | $220k |
| Meridian Wealth Management | Dec 2023 | 4.5k | $204k |
| Plante Moran Financial Advisors | Sep 2023 | 122.00 | $5.2k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 102.00 | $4.6k |
| Carmichael Hill & Associates | Dec 2023 | 26.00 | $1.2k |
| Bartlett & Co. | Sep 2023 | 26.00 | $999.999000 |
| Bartlett & Co. Wealth Management | Sep 2023 | 26.00 | $1.1k |
| Family Asset Management | Sep 2023 | 15.00 | $637.999500 |
| Rosenberg Matthew Hamilton | Dec 2023 | 14.00 | $633.000200 |
| TSFG | Dec 2023 | 10.00 | $0 |