SS SPDR S&P Insurance ETFKIEETF
13F holders, Q4 2024 (December 31)173holders +24
40new positions
25sold out
4famous investors
$56.50avg. 13F price*
At the end of Q4 2024, 173 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, up 24 from Q3 2024. 40 opened new positions and 25 sold out. The largest holders were JPMorgan Chase & Co. ($170.3M), Goldman Sachs Group Inc. ($107.7M) and UBS Group AG ($75.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Insurance ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $74.1M |
| Exits | 25 | $63.1M |
All 13F filers, Q3 2024 → Q4 2024: 3,488,244 shares bought and 1,650,512 shares sold, net +1,837,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| JPMorgan Chase & Co. | 0.01% | Add +0.9% | 3,012,562 | $170.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +28.5% | 1,905,463 | $107.7M |
| UBS Group AG | 0.02% | Add +98.3% | 1,337,319 | $75.6M |
| Morgan Stanley | 0.01% | Add +36.1% | 1,309,442 | $74.0M |
| J.Safra Asset Management Corp | 2.96% | New | 646,853 | $36.5M |
| LPL Financial LLC | 0.01% | Add +14.7% | 624,315 | $35.3M |
| Factory Mutual Insurance Co. | 0.38% | No change | 615,100 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.7% | 454,331 | $25.7M |
| Bank of America Corp. | 0.00% | Add +3.6% | 453,621 | $25.6M |
| Raymond James Financial Inc. | 0.01% | — | 321,621 | $18.2M |
| Bank of Montreal | 0.01% | Reduce -5.8% | 313,021 | $17.7M |
| Millennium Management | 0.01% | Add +42.9% | 211,850 | $12.0M |
| Beacon Harbor Wealth Advisors, Inc. | 2.70% | New | 205,388 | $11.6M |
| Kingsview Wealth Management, LLC | 0.22% | Add +65.6% | 199,388 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.6% | 186,508 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 174,495 | $9.9M |
| Investment Management Corp. /Va/ | 8.15% | — | 161,098 | $9.1M |
| Citigroup Inc. | 0.01% | Add +513.0% | 156,420 | $8.8M |
| Capital Planning Advisors, LLC | 1.27% | Add +5.2% | 145,834 | $8.2M |
| Chicago Wealth Management, Inc. | 4.11% | Add +4.1% | 140,080 | $7.9M |
| Citadel Advisors | 0.01% | Add +0.6% | 127,572 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +35.3% | 127,226 | $7.2M |
| Hollencrest Capital Management | 0.25% | Add +35475.8% | 110,285 | $6.2M |
| SPC Financial, Inc. | 0.43% | Add +4.6% | 87,495 | $4.9M |
| Triangle Securities Wealth Management | 1.19% | Reduce -1.0% | 82,413 | $4.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -79.5% | 76,900 | $4.3M |
| Lido Advisors, LLC | 0.03% | Reduce -9.6% | 75,317 | $4.3M |
| Walleye Capital LLC | 0.04% | New | 62,687 | $3.5M |
| Tudor Investment Corporation | 0.04% | Reduce -37.8% | 61,328 | $3.5M |
| Csenge Advisory Group | 0.18% | Add +3.1% | 57,954 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +0.2% | 57,608 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +36.5% | 54,869 | $3.1M |
| Renaissance Technologies | 0.00% | Reduce -10.7% | 47,600 | $2.7M |
| LMR Partners LLP | 0.06% | Add +496.6% | 47,425 | $2.7M |
| Quadrature Capital Ltd | 0.05% | New | 39,992 | $2.3M |
| Amica Mutual Insurance Co. | 0.21% | No change | 36,446 | $2.1M |
| Scotia Capital Inc. | 0.01% | New | 36,012 | $2.0M |
| Altfest L J & Co. Inc. | 0.25% | New | 34,751 | $2.0M |
| Composition Wealth, LLC | 0.04% | New | 34,725 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.7% | 34,516 | $2.0M |
| Navis Wealth Advisors, LLC | 1.93% | Add +0.5% | 31,191 | $1.8M |
| Wolverine Trading, LLC | 0.04% | New | 29,995 | $1.7M |
| Ellis Investment Partners, LLC | 0.33% | Add +7.0% | 29,543 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +273.0% | 28,461 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 27,602 | $1.6M |
| Group One Trading LLC | 0.05% | New | 27,579 | $1.6M |
| Barometer Capital Management Inc. | 0.60% | Add +97.9% | 28,360 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +38.8% | 26,340 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 25,282 | $1.4M |
| Marshall Investment Management, LLC | 0.81% | — | 24,351 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -60.1% | 21,820 | $1.2M |
| Ibex Wealth Advisors | 0.13% | New | 19,921 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -13.6% | 19,794 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 18,573 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.2% | 18,536 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -78.1% | 17,554 | $992K |
| Private Advisor Group, LLC | 0.01% | New | 17,175 | $971K |
| Kestra Advisory Services, LLC | 0.01% | Add +0.0% | 17,091 | $966K |
| HRT Financial LP | 0.01% | New | 17,071 | $964K |
| Smartleaf Asset Management LLC | 0.10% | Add +36038.3% | 16,985 | $957K |
| Merit Financial Group, LLC | 0.02% | New | 16,912 | $956K |
| 1858 Wealth Management, LLC | 0.67% | Add +4.0% | 15,038 | $850K |
| Two Sigma Securities, LLC | 0.15% | New | 15,013 | $849K |
| Cetera Investment Advisers | 0.00% | Reduce -36.3% | 14,667 | $829K |
| Flow Traders U.S. LLC | 0.03% | New | 14,665 | $829K |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.7% | 14,536 | $822K |
| Jmac Enterprises LLC | 0.12% | No change | 13,705 | $775K |
| Toth Financial Advisory Corp. | 0.08% | Reduce -2.6% | 12,547 | $709K |
| Truist Financial Corp. | 0.00% | New | 12,074 | $682K |
| Neuberger Berman Group LLC | 0.00% | No change | 12,000 | $678K |
| FMR LLC | 0.00% | Reduce -4.4% | 11,642 | $658K |
| Kaizen Financial Strategies | 0.37% | Reduce -5.0% | 11,530 | $652K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -5.3% | 11,060 | $625K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 10,263 | $580K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 9,595 | $542K |
| Hilltop Holdings Inc. | 0.03% | Add +78.1% | 8,867 | $501K |
| Fifth Third Securities, Inc. | 0.04% | Add +11.5% | 8,574 | $485K |
| Avior Wealth Management, LLC | 0.02% | Add +0.5% | 8,564 | $484K |
| Simplex Trading, LLC | 0.01% | New | 8,138 | $459K |
| Wealthfront Advisers LLC | 0.00% | Add +14.5% | 7,578 | $428K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 7,369 | $416K |
| PFG Investments, LLC | 0.02% | Reduce -1.1% | 6,518 | $368K |
| Cary Street Partners Financial LLC | 0.01% | — | 6,364 | $360K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.4% | 5,958 | $337K |
| Rothschild Investment LLC | 0.02% | No change | 5,950 | $336K |
| Waterloo Capital, L.P. | 0.03% | New | 5,779 | $327K |
| HB Wealth Management, LLC | 0.00% | No change | 5,760 | $326K |
| Keebeck Wealth Management | 0.05% | No change | 5,570 | $315K |
| First Heartland Consultants, Inc. | 0.03% | Add +28.6% | 5,510 | $311K |
| RFG Advisory, LLC | 0.01% | New | 5,413 | $306K |
| Janney Capital Management LLC | 0.02% | Add +6.5% | 5,171 | $292K |
| Segment Wealth Management, LLC | 0.02% | Reduce -3.9% | 5,160 | $292K |
| Claris Financial LLC | 0.19% | — | 5,150 | $291K |
| Mackenzie Financial Corp. | 0.00% | Reduce -35.7% | 5,150 | $291K |
| Blair William & Co. | 0.00% | Add +16.8% | 5,056 | $286K |
| Trexquant Investment LP | 0.00% | Reduce -31.0% | 4,727 | $267K |
| Comerica Bank | 0.00% | Add +10.2% | 4,653 | $263K |
| Integrated Advisors Network LLC | 0.01% | New | 4,459 | $252K |
| Private Portfolio Partners LLC | 0.05% | No change | 4,431 | $250K |
| Jones Financial Companies LLLP | 0.00% | Add +53.6% | 4,381 | $248K |
| Independent Financial Group, LLC | 0.01% | Reduce -28.6% | 4,369 | $247K |
| Narus Financial Partners, LLC | 0.08% | Reduce -34.6% | 4,350 | $246K |
| Amica Retiree Medical Trust | 0.23% | No change | 4,311 | $244K |
| Mariner, LLC | 0.00% | New | 4,263 | $241K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.3% | 4,153 | $235K |
| Lindbrook Capital, LLC | 0.02% | No change | 4,146 | $234K |
| Trademark Financial Management, LLC | 0.18% | Reduce -2.6% | 4,111 | $232K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 3,798 | $215K |
| American State Bank (Iowa) | 0.13% | No change | 3,753 | $212K |
| HighTower Advisors, LLC | 0.00% | New | 3,719 | $210K |
| Running Point Capital Advisors, LLC | 0.07% | New | 3,621 | $205K |
| Manchester Capital Management LLC | 0.02% | No change | 3,300 | $187K |
| Nova Wealth Management, Inc. | 0.16% | — | 3,210 | $181K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.4% | 3,209 | $181K |
| AE Wealth Management LLC | 0.00% | New | 2,651 | $150K |
| Headlands Technologies LLC | 0.01% | Add +3187.3% | 2,334 | $132K |
| Amundi | 0.00% | Add +425.0% | 2,100 | $117K |
| Eastern Bank | 0.00% | No change | 2,075 | $117K |
| Crews Bank & Trust | 0.02% | — | 1,985 | $112K |
| CoreCap Advisors, LLC | 0.00% | Reduce -54.5% | 1,751 | $99K |
| US Bancorp \de | 0.00% | Add +1.3% | 1,723 | $97K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +16.1% | 1,626 | $92K |
| MGB Wealth Management, LLC | 0.02% | New | 1,230 | $70K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -34.4% | 1,175 | $66K |
| National Bank of Canada | 0.00% | Add +33.1% | 1,167 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 892 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.7% | 878 | $50K |
| Activest Wealth Management | 0.01% | New | 809 | $46K |
| IFP Advisors, Inc | 0.00% | No change | 741 | $42K |
| FSA Wealth Management LLC | 0.02% | No change | 700 | $40K |
| Silicon Valley Capital Partners | 0.00% | Add +0.5% | 605 | $34K |
| GoalVest Advisory LLC | 0.01% | New | 524 | $30K |
| Briaud Financial Planning Inc | 0.01% | New | 491 | $27K |
| CX Institutional | 0.00% | Reduce -94.6% | 452 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +121.2% | 407 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 403 | $23K |
| Russell Investments Group, Ltd. | 0.00% | No change | 384 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 316 | $18K |
| Main Street Group, LTD | 0.01% | New | 310 | $18K |
| Principal Securities, Inc. | 0.00% | Reduce -94.4% | 307 | $17K |
| BlackRock, Inc. | 0.00% | New | 238 | $13K |
| Private Trust Co. NA | 0.00% | No change | 221 | $12K |
| Peoples Bank | 0.01% | No change | 220 | $12K |
| New Wave Wealth Advisors LLC | 0.00% | New | 205 | $12K |
| Bristlecone Advisors, LLC | 0.00% | No change | 152 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.9% | 144 | $8K |
| Park Square Financial Group, LLC | 0.00% | — | 110 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -0.9% | 107 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -96.2% | 103 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 100 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 100 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 93 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -8.3% | 89 | $5K |
| Orion Capital Management LLC | 0.00% | New | 88 | $5K |
| Cwm, LLC | 0.00% | No change | 86 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 78 | $4K |
| Allworth Financial LP | 0.00% | No change | 57 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 56 | $3K |
| Barrett & Company, Inc. | 0.00% | Reduce -1.9% | 52 | $3K |
| Truvestments Capital LLC | 0.00% | New | 41 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 29 | $2K |
| Luminist Capital LLC | 0.00% | — | 28 | $2K |
| MAI Capital Management | 0.00% | New | 24 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 24 | $1K |
| Transce3nd, LLC | 0.00% | — | 20 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 10 | $565 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $340 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $283 |
| Sherman Asset Management, Inc. | 0.00% | — | 3 | $170 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $152 |
| Huntington National Bank | 0.00% | No change | 1 | $57 |
"% 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.