SS SPDR S&P Insurance ETFKIEETF
13F holders, Q1 2024 (March 31)138holders
3famous investors
$52.05avg. 13F price*
At the end of Q1 2024, 138 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($151.7M), Goldman Sachs Group Inc. ($71.6M) and Morgan Stanley ($50.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P Insurance ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $45.2M |
| Exits | 31 | $37.9M |
Ownership 138 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -11.8% | 2,912,866 | $151.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.3% | 1,375,130 | $71.6M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 971,803 | $50.6M |
| Factory Mutual Insurance Co. | 0.37% | No change | 615,100 | $32.0M |
| Bank of Montreal | 0.01% | Reduce -6.8% | 507,660 | $26.5M |
| Bank of America Corp. | 0.00% | Reduce -12.1% | 456,517 | $23.8M |
| Ameriprise Financial Inc. | 0.01% | Add +11.0% | 390,988 | $20.4M |
| Janney Capital Management LLC | 1.31% | Reduce -2.4% | 377,238 | $19.6M |
| LPL Financial LLC | 0.01% | Reduce -14.7% | 375,044 | $19.5M |
| Citigroup Inc. | 0.02% | Reduce -11.4% | 318,973 | $16.6M |
| UBS Group AG | 0.01% | Reduce -33.7% | 295,675 | $15.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -10.7% | 292,026 | $15.2M |
| Citadel Advisors | 0.01% | Reduce -25.8% | 219,959 | $11.5M |
| Barclays PLC | 0.00% | New | 200,000 | $10.4M |
| Insight Wealth Strategies, LLC | 1.29% | Reduce -49.3% | 168,446 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +54.9% | 136,249 | $7.1M |
| Capital Planning Advisors, LLC | 1.22% | Reduce -2.2% | 133,495 | $7.0M |
| Kingsview Wealth Management, LLC | 0.17% | Add +345.7% | 130,814 | $6.8M |
| Chicago Wealth Management, Inc. | 4.04% | Add +0.4% | 130,529 | $6.8M |
| Jmac Enterprises LLC | 1.04% | Add +12.7% | 107,258 | $5.6M |
| Concentric Capital Strategies, LP | 0.31% | New | 92,110 | $4.8M |
| Triangle Securities Wealth Management | 1.26% | Reduce -1.0% | 84,950 | $4.4M |
| Lido Advisors, LLC | 0.04% | Add +6.9% | 84,423 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1142.4% | 83,702 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.9% | 81,620 | $4.2M |
| Zimmermann Investment Management & Planning LLC | 1.50% | New | 80,041 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +29.8% | 79,366 | $4.1M |
| Brookstone Capital Management | 0.07% | Add +5.1% | 73,722 | $3.8M |
| HRT Financial LP | 0.02% | Reduce -41.3% | 69,966 | $3.6M |
| DRW Securities, LLC | 0.21% | Add +89.8% | 69,100 | $3.6M |
| Fortis Group Advisors, LLC | 0.66% | New | 68,660 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +127.4% | 64,988 | $3.4M |
| Belpointe Asset Management LLC | 0.24% | New | 60,336 | $3.1M |
| Mutual Advisors, LLC | 0.10% | New | 59,344 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +259.0% | 58,641 | $3.1M |
| Vicus Capital | 0.26% | New | 55,440 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -22.0% | 53,350 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -5.4% | 50,367 | $2.6M |
| Arkadios Wealth Advisors | 0.19% | Add +361.6% | 47,349 | $2.5M |
| Raymond James & Associates | 0.00% | Add +15.4% | 47,019 | $2.4M |
| Mirabella Financial Services LLP | 0.17% | New | 44,783 | $2.3M |
| Amica Mutual Insurance Co. | 0.24% | Reduce -8.5% | 44,443 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.2% | 41,328 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.1% | 35,754 | $1.9M |
| Fischer Investment Strategies, LLC | 1.46% | New | 32,162 | $1.7M |
| Navis Wealth Advisors, LLC | 1.93% | Add +0.4% | 30,827 | $1.6M |
| Centaurus Financial, Inc. | 0.11% | New | 30,294 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 29,741 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | New | 28,605 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -74.0% | 23,900 | $1.2M |
| LMR Partners LLP | 0.04% | New | 23,829 | $1.2M |
| Jump Financial, LLC | 0.03% | New | 20,543 | $1.1M |
| Spire Wealth Management | 0.02% | No change | 19,794 | $1.0M |
| Ellis Investment Partners, LLC | 0.22% | Add +37.6% | 19,207 | $1.0M |
| Global Retirement Partners, LLC | 0.04% | Add +3.2% | 19,008 | $990K |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 18,626 | $970K |
| Cetera Investment Advisers | 0.00% | New | 18,211 | $948K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 17,071 | $889K |
| GTS Securities LLC | 0.02% | Reduce -31.9% | 16,402 | $854K |
| Neuberger Berman Group LLC | 0.00% | No change | 14,000 | $729K |
| Prudential Financial Inc. | 0.00% | Add +49.9% | 13,942 | $726K |
| Kaizen Financial Strategies | 0.48% | Add +6.3% | 13,580 | $707K |
| NewEdge Advisors, LLC | 0.01% | Add +873.0% | 13,496 | $703K |
| Toth Financial Advisory Corp. | 0.09% | Reduce -3.2% | 13,394 | $697K |
| Mariner, LLC | 0.00% | Reduce -1.6% | 12,946 | $674K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +0.1% | 12,034 | $627K |
| Barometer Capital Management Inc. | 0.16% | Add +57.2% | 12,830 | $623K |
| 1858 Wealth Management, LLC | 0.56% | No change | 12,985 | $587K |
| Trademark Financial Management, LLC | 0.46% | Add +18.0% | 10,625 | $553K |
| All Season Financial Advisors, Inc. | 0.45% | Reduce -1.3% | 10,342 | $539K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -4.2% | 10,051 | $523K |
| GAMCO Investors | 0.01% | No change | 10,000 | $521K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 9,981 | $519K |
| Simplex Trading, LLC | 0.01% | Add +50.6% | 9,497 | $494K |
| FMR LLC | 0.00% | Add +10.8% | 9,304 | $484K |
| PFG Advisors | 0.03% | New | 9,114 | $475K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -10.2% | 9,000 | $469K |
| Avior Wealth Management, LLC | 0.02% | New | 8,464 | $441K |
| Peak Financial Advisors LLC | 0.24% | Reduce -1.9% | 7,555 | $393K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -1.3% | 7,445 | $388K |
| Wealthfront Advisers LLC | 0.00% | Add +62.7% | 7,421 | $386K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,928 | $361K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 6,727 | $350K |
| PFG Investments, LLC | 0.02% | Add +39.2% | 6,649 | $346K |
| Narus Financial Partners, LLC | 0.15% | No change | 6,600 | $344K |
| Pinnacle Family Advisors, LLC | 0.18% | New | 6,540 | $341K |
| Texas Permanent School Fund Corp. | 0.00% | No change | 6,355 | $331K |
| Keebeck Wealth Management | 0.05% | Reduce -4.2% | 6,063 | $316K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.3% | 6,034 | $314K |
| Rothschild Investment LLC | 0.02% | New | 5,950 | $310K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -13.0% | 5,823 | $303K |
| Yoder Wealth Management, Inc. | 0.20% | No change | 5,820 | $303K |
| HB Wealth Management, LLC | 0.00% | No change | 5,760 | $300K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,370 | $280K |
| Tradewinds, LLC. | 0.12% | — | 4,972 | $259K |
| Private Portfolio Partners LLC | 0.05% | No change | 4,431 | $231K |
| Blair William & Co. | 0.00% | No change | 4,329 | $225K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,157 | $216K |
| T. Rowe Price Associates Inc. | 0.00% | New | 4,125 | $215K |
| Imprint Wealth LLC | 0.05% | New | 4,000 | $207K |
"% of holder's portfolio" is KIE's weight in each manager's 13F, not the share of SS SPDR S&P Insurance ETF the manager owns.