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Disclosery

KIE SPDR SERIES TRUST

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ST STR SP INS (fund)

173 managers (174 13F filers) reported a position in KIE shares at 2024-12-31, 14,761,592 shares in all. 40 filers opened a position and 26 filers sold out during the quarter.

Managers
173
13F filers
174
New
40
Added
50
Reduced
38
Sold out
26
Shares held by filers
14,761,592

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,012,562$170M0.01%+26,72213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,905,463$108M0.02%+422,58313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,337,319$75.6M0.02%+662,88713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,309,442$74M0.01%+347,55413F-HR/ATimelineGroup
J.Safra Asset Management Corp646,853$36.5M2.96%new13F-HRTimeline
LPL Financial LLC624,315$35.3M0.01%+79,75513F-HRTimeline
FACTORY MUTUAL INSURANCE CO615,100$34.8M0.38%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC454,331$25.7M0.01%+3,24513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/453,621$25.6M<0.01%+15,92213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,621$18.2M0.01%13F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/313,021$17.7M0.01%-19,45913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC211,850$12M0.01%+63,64513F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.205,388$11.6M2.7%new13F-HRTimeline
Kingsview Wealth Management, LLC199,388$11.3M0.22%+79,01213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC186,508$10.5M<0.01%+40,33513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN174,495$9.86M<0.01%+7,88813F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV161,098$9.11M8.15%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC156,420$8.84M0.01%+130,90513F-HRTimelineGroup
Capital Planning Advisors, LLC145,834$8.24M1.27%+7,17813F-HRTimeline
Chicago Wealth Management, Inc.140,080$7.92M4.11%+5,55813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,572$7.21M0.01%+71413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,226$7.19M<0.01%+33,22413F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT110,285$6.23M0.25%+109,97513F-HRTimeline
SPC Financial, Inc.87,495$4.95M0.43%+3,84313F-HRTimeline
Triangle Securities Wealth Management82,413$4.66M1.19%-83213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding76,900$4.35M-526,500Timeline
Lido Advisors, LLCin group Lido Advisors, LLC75,317$4.26M0.03%-8,00713F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC62,687$3.54M0.03%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL61,328$3.47M0.04%-37,32113F-HRTimeline
Csenge Advisory Group57,954$3.28M0.18%+1,77013F-HRTimeline
MML INVESTORS SERVICES, LLC57,608$3.26M0.01%+12313F-HRTimeline
Janney Montgomery Scott LLC54,869$3.1M0.01%+14,68713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC47,600$2.69M<0.01%-5,70013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP47,425$2.68M0.05%+39,47613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd39,992$2.26M0.05%new13F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO36,446$2.06M0.21%013F-HRTimeline
SCOTIA CAPITAL INC.36,012$2.04M0.01%new13F-HRTimeline
ALTFEST L J & CO INC34,751$1.96M0.25%new13F-HRTimeline
Composition Wealth, LLC34,725$1.96M0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,516$1.95M<0.01%-12,54413F-HRTimelineGroup
Navis Wealth Advisors, LLC31,191$1.76M1.93%+16113F-HRTimeline
WOLVERINE TRADING, LLC29,995$1.69M0.04%new13F-HRTimeline
Ellis Investment Partners, LLC29,543$1.67M0.33%+1,94513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,461$1.61M<0.01%+20,83113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,602$1.56M<0.01%-1,84013F-HR/ATimelineGroup
GROUP ONE TRADING LLC27,579$1.56M0.05%new13F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,354$1.55M+10,270Timeline
BAROMETER CAPITAL MANAGEMENT INC.28,360$1.5M0.6%+14,03013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,340$1.49M<0.01%+7,36513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,282$1.43M<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC24,351$1.38M0.81%13F-HRTimeline
GTS SECURITIES LLC21,820$1.23M0.06%-32,92213F-HRTimeline
IBEX WEALTH ADVISORS19,921$1.13M0.13%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,794$1.12M0.03%-3,10613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,573$1.05M<0.01%-1,36313F-HRTimeline
Global Retirement Partners, LLC18,536$1.05M0.03%-4513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,554$992K0.01%-62,52013F-HRTimelineGroup
Private Advisor Group, LLC17,175$971K0.01%new13F-HRTimeline
HRT FINANCIAL LP17,071$964K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC16,985$957K0.1%+16,93813F-HRTimeline
Merit Financial Group, LLC16,912$956K0.02%new13F-HRTimeline
1858 WEALTH MANAGEMENT, LLC15,038$850K0.67%+57913F-HRTimeline
TWO SIGMA SECURITIES, LLC15,013$849K0.15%new13F-HRTimeline
Cetera Investment Advisers14,667$829K<0.01%-8,33913F-HRTimeline
FLOW TRADERS U.S. LLC14,665$829K0.03%new13F-HRTimeline
Arkadios Wealth Advisors14,536$822K0.04%-9813F-HRTimeline
JMAC ENTERPRISES LLC13,705$775K0.12%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12,547$709K0.08%-33313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,074$682K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,000$678K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC11,642$658K<0.01%-53213F-HRTimelineGroup
Kaizen Financial Strategies11,530$652K0.37%-60013F-HRTimeline
COOKSON PEIRCE & CO INC11,060$625K0.03%-61813F-HRTimeline
Cambridge Investment Research Advisors,…9,595$542K<0.01%+10913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,867$501K0.03%+3,88813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,574$485K+852Timeline
Avior Wealth Management, LLC8,564$484K0.02%+4413F-HRTimeline
SIMPLEX TRADING, LLC8,138$459K0.01%new13F-HRTimeline
Wealthfront Advisers LLC7,578$428K<0.01%+96113F-HR/ATimeline
EP Wealth Advisors, LLC7,369$416K<0.01%-913F-HRTimeline
PFG Investments, LLC6,518$368K0.02%-7513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,364$360K-150Timeline
NewEdge Advisors, LLC5,958$337K<0.01%-3,12013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,950$336K0.02%013F-HRTimeline
Waterloo Capital, L.P.5,779$327K0.03%new13F-HRTimeline
HB Wealth Management, LLC5,760$326K<0.01%013F-HRTimeline
Keebeck Wealth Management5,570$315K0.05%013F-HRTimeline
First Heartland Consultants, Inc.5,510$311K0.03%+1,22713F-HRTimeline
RFG Advisory, LLC5,413$306K0.01%new13F-HRTimeline
Janney Capital Management LLC5,171$292K0.02%+31813F-HRTimeline
Segment Wealth Management, LLC5,160$292K0.02%-21013F-HRTimeline
MACKENZIE FINANCIAL CORP5,150$291K<0.01%-2,86013F-HR/ATimeline
Claris Financial LLC5,150$291K0.19%13F-HRTimeline
BLAIR WILLIAM & CO/IL5,056$286K<0.01%+72713F-HRTimeline
Trexquant Investment LP4,727$267K<0.01%-2,12613F-HRTimeline
COMERICA BANK4,653$263K<0.01%+43213F-HR/ATimeline
Integrated Advisors Network LLC4,459$252K0.01%new13F-HRTimeline
Private Portfolio Partners LLC4,431$250K0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,381$248K<0.01%+1,52813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,369$247K0.01%-1,74713F-HRTimeline
Narus Financial Partners, LLC4,350$246K0.08%-2,30013F-HRTimeline
Amica Retiree Medical Trust4,311$244K0.23%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,263$241K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,153$235K<0.01%+1,53013F-HRTimelineGroup
Lindbrook Capital, LLC4,146$234K0.02%013F-HRTimeline
Trademark Financial Management, LLC4,111$232K0.18%-11113F-HRTimeline
Atria Wealth Solutions, Inc.3,798$215K<0.01%new13F-HRTimeline
American State Bank (Iowa)3,753$212K0.13%013F-HRTimeline
HighTower Advisors, LLC3,719$210K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC3,621$205K0.07%new13F-HRTimeline
Manchester Capital Management LLC3,300$187K0.02%013F-HRTimeline
Nova Wealth Management, Inc.3,210$181K0.16%13F-HRTimeline
Steward Partners Investment Advisory, L…3,209$181K<0.01%+58813F-HRTimeline
AE Wealth Management LLC2,651$150K<0.01%new13F-HRTimeline
Headlands Technologies LLC2,334$132K0.01%+2,26313F-HRTimeline
Amundiin group Amundi2,100$117K<0.01%+1,70013F-HRTimelineGroup
EASTERN BANK2,075$117K<0.01%013F-HRTimeline
Crews Bank & Trust1,985$112K0.02%13F-HRTimeline
CoreCap Advisors, LLC1,751$99K<0.01%-2,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,723$97.4K<0.01%+2213F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,626$91.9K0.02%+22613F-HRTimeline
MGB Wealth Management, LLC1,230$69.5K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC1,175$66.4K0.03%-61513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,167$66K<0.01%+29013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…892$50.4K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…878$49.6K<0.01%-13,08513F-HRTimelineGroup
Activest Wealth Management809$45.7K0.01%new13F-HRTimeline
IFP Advisors, Inc741$41.9K<0.01%013F-HRTimeline
FSA Wealth Management LLC700$39.6K0.02%013F-HRTimeline
Silicon Valley Capital Partners605$34.2K<0.01%+313F-HRTimeline
GoalVest Advisory LLC524$29.6K0.01%new13F-HRTimeline
Briaud Financial Planning Inc491$27K0.01%new13F-HRTimeline
CX Institutional452$25.5K<0.01%-7,94013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…407$23.2K<0.01%+22313F-HRTimeline
Fourth Dimension Wealth, LLC403$22.8K0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…384$21.7K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC316$17.9K<0.01%013F-HRTimeline
Main Street Group, LTD310$17.5K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC307$17.4K<0.01%-5,18913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.238$13.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA221$12.5K<0.01%013F-HRTimeline
Peoples Bank/KS220$12.4K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC205$11.6K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC152$8.59K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC144$8.14K<0.01%+3813F-HRTimeline
Park Square Financial Group, LLC110$6.22K<0.01%13F-HRTimeline
MATHER GROUP, LLC.107$6.05K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC103$5.82K<0.01%-2,62213F-HRTimeline
North Star Investment Management Corp.100$5.65K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$5.65K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC100$5.65K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$5.65K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC93$5.26K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC89$5.06K<0.01%-813F-HRTimeline
Orion Capital Management LLC88$5K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC86$5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.78$4.36K<0.01%013F-HRTimelineGroup
Allworth Financial LP57$3.25K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC56$3.17K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.52$2.97K<0.01%-113F-HRTimeline
Truvestments Capital LLC41$2.32K<0.01%new13F-HRTimeline
HOWE & RUSLING INC29$1.64K<0.01%new13F-HRTimeline
Luminist Capital LLC28$1.58K<0.01%13F-HRTimeline
MAI Capital Management24$1.36K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division24$1.36K<0.01%013F-HRTimeline
Transce3nd, LLC20$1.13K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…10$565<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$340<0.01%013F-HRTimeline
Larson Financial Group LLC5$283<0.01%013F-HRTimeline
Sherman Asset Management, Inc.3$170<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$1520.01%-81013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$57<0.01%013F-HRTimelineGroup
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.