SS SPDR S&P Insurance ETFKIEETF
13F holders, Q2 2024 (June 30)137holders −1
23new positions
22sold out
4famous investors
$49.89avg. 13F price*
At the end of Q2 2024, 137 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, down 1 from Q1 2024. 23 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($136.4M), Goldman Sachs Group Inc. ($105.5M) and Morgan Stanley ($41.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR S&P Insurance ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.6M |
| Exits | 22 | $53.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,010,838 shares bought and 1,917,658 shares sold, net +93,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 2,737,825 | $136.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +54.0% | 2,117,432 | $105.5M |
| Morgan Stanley | 0.00% | Reduce -14.6% | 829,826 | $41.4M |
| Citigroup Inc. | 0.03% | Add +107.5% | 661,799 | $33.0M |
| Factory Mutual Insurance Co. | 0.35% | No change | 615,100 | $30.7M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 501,310 | $25.4M |
| UBS Group AG | 0.01% | Add +58.9% | 469,678 | $23.4M |
| Bank of America Corp. | 0.00% | Add +2.7% | 468,939 | $23.4M |
| Ameriprise Financial Inc. | 0.01% | Add +1.1% | 395,221 | $19.7M |
| LPL Financial LLC | 0.01% | Add +0.1% | 375,540 | $18.7M |
| Barclays PLC | 0.00% | Add +2.2% | 204,372 | $10.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -39.8% | 175,725 | $8.8M |
| Raymond James & Associates | 0.01% | Add +261.0% | 169,728 | $8.5M |
| HRT Financial LP | 0.05% | Add +140.6% | 168,326 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 138,765 | $6.9M |
| Capital Planning Advisors, LLC | 1.18% | Add +3.3% | 137,939 | $6.9M |
| Chicago Wealth Management, Inc. | 3.78% | Add +0.9% | 131,750 | $6.6M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -8.0% | 120,386 | $6.0M |
| Citadel Advisors | 0.01% | Reduce -51.0% | 107,869 | $5.4M |
| GTS Securities LLC | 0.10% | Add +504.8% | 99,197 | $4.9M |
| Zimmermann Investment Management & Planning LLC | 1.58% | Add +18.9% | 95,178 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 90,620 | $4.5M |
| Lido Advisors, LLC | 0.04% | Add +0.8% | 85,117 | $4.2M |
| Triangle Securities Wealth Management | 1.19% | Reduce -0.7% | 84,350 | $4.2M |
| Brookstone Capital Management | 0.07% | Add +5.2% | 77,560 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 81,325 | $4.1M |
| Fischer Investment Strategies, LLC | 3.43% | Add +119.6% | 70,638 | $3.5M |
| Vicus Capital | 0.26% | Add +3.3% | 57,257 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +12.4% | 56,609 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.8% | 52,748 | $2.6M |
| Arkadios Wealth Advisors | 0.17% | Add +8.7% | 51,443 | $2.6M |
| Renaissance Technologies | 0.00% | Add +109.2% | 50,000 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +25.4% | 44,828 | $2.2M |
| Amica Mutual Insurance Co. | 0.20% | Reduce -9.4% | 40,281 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +131.7% | 39,557 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -39.1% | 36,148 | $1.9M |
| Prudential PLC | 0.01% | New | 36,830 | $1.8M |
| Fifth Lane Capital, LP | 3.51% | New | 31,458 | $1.6M |
| Navis Wealth Advisors, LLC | 1.77% | Add +0.4% | 30,938 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +5.8% | 30,252 | $1.5M |
| Baker Avenue Asset Management, LP | 0.05% | Add +195.7% | 29,724 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 28,608 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 27,910 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 25,594 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.9% | 24,429 | $1.2M |
| Cannon Global Investment Management, LLC | 5.50% | New | 23,700 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.3% | 20,924 | $1.0M |
| Wexford Capital LP | 0.26% | New | 20,650 | $1.0M |
| Spire Wealth Management | 0.03% | No change | 19,794 | $986K |
| Ellis Investment Partners, LLC | 0.21% | Add +2.7% | 19,724 | $983K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 19,540 | $974K |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.1% | 18,989 | $946K |
| Prudential Financial Inc. | 0.00% | Add +33.2% | 18,571 | $925K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 18,229 | $908K |
| Barometer Capital Management Inc. | 0.30% | Add +23.4% | 15,830 | $789K |
| 1858 Wealth Management, LLC | 0.61% | Add +13.4% | 14,722 | $734K |
| Jmac Enterprises LLC | 0.13% | Reduce -86.4% | 14,620 | $729K |
| Kestra Advisory Services, LLC | 0.00% | Add +141.8% | 14,589 | $727K |
| Neuberger Berman Group LLC | 0.00% | No change | 14,000 | $698K |
| Toth Financial Advisory Corp. | 0.08% | Add +0.1% | 13,405 | $668K |
| Kaizen Financial Strategies | 0.41% | Reduce -10.9% | 12,100 | $657K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -75.4% | 13,131 | $654K |
| Two Sigma Investments, LP | 0.00% | New | 12,300 | $613K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -0.6% | 11,961 | $596K |
| Mariner, LLC | 0.00% | Reduce -9.6% | 11,709 | $583K |
| FMR LLC | 0.00% | Add +9.5% | 10,191 | $508K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 9,916 | $494K |
| Trademark Financial Management, LLC | 0.40% | Reduce -7.8% | 9,793 | $488K |
| Avior Wealth Management, LLC | 0.02% | Add +0.3% | 8,494 | $423K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.6% | 8,280 | $413K |
| Fifth Third Securities, Inc. | 0.04% | Add +6.9% | 7,957 | $396K |
| Millennium Management | 0.00% | New | 7,911 | $394K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -90.6% | 7,855 | $391K |
| Farther Finance Advisors, LLC | 0.02% | New | 7,804 | $389K |
| Trexquant Investment LP | 0.01% | New | 7,001 | $349K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -22.2% | 7,000 | $349K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.0% | 6,929 | $345K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.4% | 6,720 | $335K |
| Narus Financial Partners, LLC | 0.13% | No change | 6,600 | $329K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.2% | 6,514 | $325K |
| PFG Investments, LLC | 0.02% | Reduce -7.2% | 6,170 | $307K |
| Rothschild Investment LLC | 0.02% | No change | 5,950 | $296K |
| Tudor Investment Corporation | 0.00% | New | 5,772 | $288K |
| HB Wealth Management, LLC | 0.00% | No change | 5,760 | $287K |
| Keebeck Wealth Management | 0.04% | Reduce -5.7% | 5,717 | $285K |
| Yoder Wealth Management, Inc. | 0.18% | Reduce -2.8% | 5,660 | $282K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,370 | $268K |
| Tradewinds, LLC. | 0.08% | No change | 4,972 | $248K |
| HighTower Advisors, LLC | 0.00% | Reduce -53.5% | 4,640 | $231K |
| PFG Advisors | 0.02% | Reduce -49.5% | 4,600 | $229K |
| Blair William & Co. | 0.00% | No change | 4,329 | $216K |
| Capital CS Group, LLC | 0.25% | New | 4,311 | $215K |
| Capital Square, LLC | 0.14% | New | 4,077 | $211K |
| Comerica Bank | 0.00% | Add +104.8% | 4,231 | $211K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,163 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.7% | 3,429 | $171K |
| Manchester Capital Management LLC | 0.02% | No change | 3,300 | $164K |
| CoreCap Advisors, LLC | 0.02% | No change | 2,934 | $146K |
| US Bancorp \de | 0.00% | Reduce -1.3% | 2,301 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,797 | $90K |
| Jones Financial Companies LLLP | 0.00% | New | 1,735 | $86K |
| Headlands Technologies LLC | 0.01% | Add +598.5% | 1,355 | $68K |
| Arrow Financial Corp | 0.01% | No change | 1,260 | $63K |
| National Bank of Canada | 0.00% | No change | 1,253 | $63K |
| Lynx Investment Advisory | 0.04% | — | 988 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 911 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 765 | $38K |
| IFP Advisors, Inc | 0.00% | No change | 741 | $37K |
| Global Trust Asset Management, LLC | 0.01% | New | 500 | $25K |
| Amundi | 0.00% | No change | 400 | $20K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 305 | $15K |
| Hollencrest Capital Management | 0.00% | New | 300 | $15K |
| Private Trust Co. NA | 0.00% | No change | 221 | $11K |
| Peoples Bank | 0.01% | No change | 220 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 206 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 200 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 200 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -19.4% | 108 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 106 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 97 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 87 | $4K |
| Balefire, LLC | 0.00% | No change | 84 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 78 | $4K |
| Huntington National Bank | 0.00% | No change | 75 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 72 | $4K |
| Allworth Financial LP | 0.00% | No change | 57 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 53 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 31 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 24 | $1K |
| Balentine LLC | 0.00% | Reduce -98.8% | 16 | $797 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 11 | $548 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 10 | $498 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $299 |
| Larson Financial Group LLC | 0.00% | Reduce -95.0% | 5 | $249 |
"% 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.