SS SPDR S&P Insurance ETFKIEETF
13F holders, Q3 2024 (September 30)149holders +12
33new positions
22sold out
4famous investors
$56.75avg. 13F price*
At the end of Q3 2024, 149 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, up 12 from Q2 2024. 33 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($169.4M), Goldman Sachs Group Inc. ($84.2M) and Morgan Stanley ($54.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Insurance ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $55.5M |
| Exits | 22 | $31.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,744,724 shares bought and 2,539,012 shares sold, net +205,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| JPMorgan Chase & Co. | 0.01% | Add +9.1% | 2,985,840 | $169.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.0% | 1,482,880 | $84.2M |
| Morgan Stanley | 0.00% | Add +15.9% | 961,888 | $54.6M |
| UBS Group AG | 0.01% | Add +43.6% | 674,432 | $38.3M |
| Factory Mutual Insurance Co. | 0.36% | No change | 615,100 | $34.9M |
| LPL Financial LLC | 0.01% | Add +45.0% | 544,560 | $30.9M |
| Ameriprise Financial Inc. | 0.01% | Add +14.1% | 451,086 | $25.6M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 437,699 | $24.8M |
| Two Sigma Investments, LP | 0.05% | Add +2944.7% | 374,500 | $21.3M |
| Moore Capital Management, LP | 0.63% | New | 349,175 | $19.8M |
| Bank of Montreal | 0.01% | Reduce -33.7% | 332,480 | $18.8M |
| Two Sigma Advisers, LP | 0.03% | New | 228,900 | $13.0M |
| Raymond James & Associates | 0.01% | Add +16.7% | 198,120 | $11.2M |
| Wells Fargo & Company | 0.00% | Add +20.1% | 166,607 | $9.5M |
| Millennium Management | 0.01% | Add +1773.4% | 148,205 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +61.3% | 146,173 | $8.3M |
| Capital Planning Advisors, LLC | 1.19% | Add +0.5% | 138,656 | $7.9M |
| Chicago Wealth Management, Inc. | 4.07% | Add +2.1% | 134,522 | $7.6M |
| Citadel Advisors | 0.01% | Add +17.6% | 126,858 | $7.2M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -0.0% | 120,376 | $6.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +96.7% | 103,774 | $5.9M |
| Tudor Investment Corporation | 0.06% | Add +1609.1% | 98,649 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +15.6% | 94,002 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +800.1% | 89,250 | $5.1M |
| SPC Financial, Inc. | 0.42% | New | 83,652 | $4.7M |
| Lido Advisors, LLC | 0.04% | Reduce -2.1% | 83,324 | $4.7M |
| Triangle Securities Wealth Management | 1.22% | Reduce -1.3% | 83,245 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +3.2% | 80,074 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +1.6% | 57,485 | $3.3M |
| Csenge Advisory Group | 0.17% | New | 56,184 | $3.2M |
| GTS Securities LLC | 0.06% | Reduce -44.8% | 54,742 | $3.1M |
| Vicus Capital | 0.27% | Reduce -4.8% | 54,479 | $3.1M |
| DRW Securities, LLC | 0.17% | New | 54,000 | $3.1M |
| Clark Capital Management Group, Inc. | 0.02% | New | 53,613 | $3.0M |
| Renaissance Technologies | 0.00% | Add +6.6% | 53,300 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +124.9% | 47,060 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.5% | 45,041 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +40.5% | 40,182 | $2.3M |
| Amica Mutual Insurance Co. | 0.20% | Reduce -9.5% | 36,446 | $2.1M |
| Prudential PLC | 0.01% | Reduce -14.7% | 31,410 | $1.8M |
| Navis Wealth Advisors, LLC | 1.91% | Add +0.3% | 31,030 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +20.5% | 29,442 | $1.7M |
| Ellis Investment Partners, LLC | 0.31% | Add +39.9% | 27,598 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -96.1% | 25,515 | $1.4M |
| Fulcrum Equity Management | 1.12% | New | 23,323 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +26.2% | 23,006 | $1.3M |
| Spire Wealth Management | 0.04% | Add +15.7% | 22,900 | $1.3M |
| Zimmermann Investment Management & Planning LLC | 0.40% | Reduce -76.0% | 22,873 | $1.3M |
| Jump Financial, LLC | 0.02% | New | 20,167 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.6% | 19,936 | $1.1M |
| Fischer Investment Strategies, LLC | 0.96% | Reduce -72.2% | 19,674 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 18,975 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -2.1% | 18,581 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -6.3% | 17,411 | $988K |
| Cibc World Market Inc. | 0.00% | New | 17,090 | $970K |
| Kestra Advisory Services, LLC | 0.01% | Add +17.1% | 17,084 | $970K |
| Arkadios Wealth Advisors | 0.05% | Reduce -71.5% | 14,634 | $830K |
| 1858 Wealth Management, LLC | 0.68% | Reduce -1.8% | 14,459 | $821K |
| Barometer Capital Management Inc. | 0.23% | Reduce -9.5% | 14,330 | $813K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +6.3% | 13,963 | $792K |
| Jmac Enterprises LLC | 0.12% | Reduce -6.3% | 13,705 | $778K |
| Toth Financial Advisory Corp. | 0.09% | Reduce -3.9% | 12,880 | $731K |
| FMR LLC | 0.00% | Add +19.5% | 12,174 | $691K |
| Kaizen Financial Strategies | 0.40% | Add +0.3% | 12,130 | $688K |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.3% | 12,000 | $681K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -2.4% | 11,678 | $663K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.8% | 9,486 | $538K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 9,078 | $515K |
| Avior Wealth Management, LLC | 0.02% | Add +0.3% | 8,520 | $484K |
| CX Institutional | 0.02% | New | 8,392 | $476K |
| Mackenzie Financial Corp. | 0.00% | New | 8,010 | $455K |
| LMR Partners LLP | 0.01% | New | 7,949 | $451K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.3% | 7,692 | $437K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.7% | 7,630 | $433K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 7,378 | $419K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.5% | 7,378 | $419K |
| Pinnacle Family Advisors, LLC | 0.21% | New | 7,270 | $413K |
| Trexquant Investment LP | 0.00% | Reduce -2.1% | 6,853 | $389K |
| Narus Financial Partners, LLC | 0.14% | Add +0.8% | 6,650 | $377K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.5% | 6,617 | $376K |
| PFG Investments, LLC | 0.02% | Add +6.9% | 6,593 | $374K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 6,514 | $370K |
| Independent Financial Group, LLC | 0.01% | New | 6,116 | $347K |
| Rothschild Investment LLC | 0.02% | No change | 5,950 | $338K |
| HB Wealth Management, LLC | 0.00% | No change | 5,760 | $327K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,620 | $319K |
| Keebeck Wealth Management | 0.05% | Reduce -2.6% | 5,570 | $316K |
| Principal Securities, Inc. | 0.01% | Add +1702.0% | 5,496 | $312K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,370 | $305K |
| Vanguard Capital Wealth Advisors | 0.31% | New | 5,116 | $290K |
| Legacy Capital Group California, Inc. | 0.10% | New | 5,060 | $287K |
| Hilltop Holdings Inc. | 0.02% | New | 4,979 | $283K |
| Janney Capital Management LLC | 0.02% | New | 4,853 | $275K |
| Yoder Wealth Management, Inc. | 0.15% | Reduce -20.2% | 4,515 | $256K |
| Private Portfolio Partners LLC | 0.05% | New | 4,431 | $251K |
| Level Four Advisory Services, LLC | 0.01% | New | 4,389 | $246K |
| Blair William & Co. | 0.00% | No change | 4,329 | $246K |
| Amica Retiree Medical Trust | 0.20% | — | 4,311 | $245K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.9% | 4,283 | $243K |
| PFG Advisors | 0.02% | Reduce -8.0% | 4,234 | $240K |
"% 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.