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Disclosery

KIE SPDR SERIES TRUST

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ST STR SP INS (fund)

187 managers (188 13F filers) reported a position in KIE shares at 2025-03-31, 13,927,855 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
187
13F filers
188
New
44
Added
59
Reduced
43
Sold out
29
Shares held by filers
13,927,855

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO3,323,544$201M0.02%+310,98213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,633,791$98.9M0.02%-271,67213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,101,388$66.7M<0.01%-208,05413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,042,465$63.1M0.01%-294,85413F-HRTimelineGroup
J.Safra Asset Management Corp663,545$40.2M3.27%+16,69213F-HR/ATimeline
FACTORY MUTUAL INSURANCE CO615,100$37.2M0.43%013F-HRTimeline
LPL Financial LLC484,603$29.3M0.01%-139,71213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/458,325$27.7M<0.01%+4,70413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC388,367$23.5M0.01%+66,74613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC347,487$21M0.01%-106,84413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS328,768$19.9M0.02%+300,30713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC269,405$16.3M0.01%+112,98513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN203,840$12.3M<0.01%+29,34513F-HRTimelineGroup
Kingsview Wealth Management, LLC194,753$11.8M0.22%-4,63513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,854$11.6M<0.01%+5,34613F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV160,091$9.69M8.74%-1,00713F-HRTimeline
Capital Planning Advisors, LLC146,217$8.85M1.37%+38313F-HRTimeline
Chicago Wealth Management, Inc.142,637$8.63M4.52%+2,55713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC130,361$7.89M0.01%+2,78913F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT110,678$6.7M0.29%+39313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,368$6.32M<0.01%-22,85813F-HR/ATimelineGroup
DRW Securities, LLC96,000$5.81M0.49%new13F-HRTimeline
SPC Financial, Inc.89,817$5.44M0.48%+2,32213F-HRTimeline
Triangle Securities Wealth Management80,922$4.9M1.26%-1,49113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TUDOR INVESTMENT CORP ET AL78,831$4.77M0.04%+17,50313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC78,172$4.73M0.03%+2,85513F-HRTimelineGroup
Fortis Group Advisors, LLC61,552$3.73M0.72%new13F-HRTimeline
MML INVESTORS SERVICES, LLC60,675$3.67M0.01%+3,06713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.59,858$3.62M0.06%new13F-HRTimelineGroup
Csenge Advisory Group63,032$3.57M0.2%+5,07813F-HRTimeline
VICUS CAPITAL51,612$3.12M0.29%new13F-HRTimeline
Janney Montgomery Scott LLC51,159$3.1M0.01%-3,71013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC49,963$3.02M<0.01%-161,88713F-HRTimelineGroup
WIN ADVISORS, INC48,974$2.96M1.52%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC38,126$2.31M0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,294$2.26M0.01%+9,69213F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO36,446$2.21M0.24%013F-HRTimeline
Navis Wealth Advisors, LLC31,343$1.9M1.86%+15213F-HRTimeline
Ellis Investment Partners, LLC27,296$1.65M0.34%-2,24713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,950$1.63M-404Timeline
Perigon Wealth Management, LLC26,473$1.6M0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,674$1.55M<0.01%-66613F-HRTimelineGroup
Fulcrum Equity Management25,531$1.55M1.69%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC25,428$1.54M0.19%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC23,277$1.41M0.02%new13F-HR/ATimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC23,049$1.4M0.87%-1,30213F-HRTimeline
Private Advisor Group, LLC21,893$1.33M0.01%+4,71813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,067$1.27M<0.01%+2,49413F-HRTimeline
FLOW TRADERS U.S. LLC20,278$1.23M0.05%+5,61313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,192$1.22M0.04%+39813F-HRTimelineGroup
Merit Financial Group, LLC19,620$1.19M0.02%+2,70813F-HRTimeline
LMR Partners LLPin group LMR Partners LLP19,582$1.19M0.02%-27,84313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,052$1.09M<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC17,022$1.02M0.1%+3713F-HRTimeline
IBEX WEALTH ADVISORS16,849$1.02M0.13%-3,07213F-HRTimeline
Clark Capital Management Group, Inc.16,481$998K0.01%new13F-HRTimeline
Cetera Investment Advisers15,804$957K<0.01%+1,13713F-HRTimeline
Arkadios Wealth Advisors15,800$956K0.04%+1,26413F-HRTimeline
1858 WEALTH MANAGEMENT, LLC15,364$930K0.79%+32613F-HRTimeline
JMAC ENTERPRISES LLC13,705$830K0.2%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,962$785K<0.01%-21,55413F-HRTimelineGroup
FMR LLCin group FMR LLC12,921$782K<0.01%+1,27913F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP12,562$760K0.09%+1513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,112$733K<0.01%+3813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,000$726K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.12,270$713K0.04%new13F-HRTimeline
Advyzon Investment Management, LLC11,686$707K0.25%new13F-HRTimeline
COOKSON PEIRCE & CO INC10,619$643K0.03%-44113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.10,250$620K0.23%-18,11013F-HRTimeline
Q3 Asset Management9,818$594K0.41%new13F-HRTimeline
Wealthfront Advisers LLC9,488$574K<0.01%+1,91013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,471$573K<0.01%-303,55013F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,149$554K<0.01%-44613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,140$553K0.03%+27313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,834$535K0.05%+26013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC8,205$497K0.07%new13F-HRTimeline
Kaizen Financial Strategies8,200$496K0.29%-3,33013F-HRTimeline
CX Institutional7,708$467K0.02%+7,25613F-HRTimeline
Pinnacle Family Advisors, LLC7,375$446K0.24%new13F-HRTimeline
EP Wealth Advisors, LLC7,369$446K<0.01%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,226$437K0.03%new13F-HRTimeline
Trademark Financial Management, LLC6,964$422K0.32%+2,85313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,364$385K0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,344$384K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,075$368K0.01%+1,70613F-HRTimeline
First Heartland Consultants, Inc.6,035$365K0.04%+52513F-HRTimeline
PFG Investments, LLC5,763$349K0.02%-75513F-HRTimeline
HB Wealth Management, LLC5,760$349K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,600$339K0.02%-35013F-HRTimeline
Avior Wealth Management, LLC5,592$338K0.01%-2,97213F-HRTimeline
Waterloo Capital, L.P.5,569$337K0.03%-21013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,522$334K<0.01%new13F-HRTimelineGroup
Dale Q Rice Investment Management Ltd5,452$330K0.17%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,465$329K<0.01%+1,08413F-HR/ATimelineGroup
MACKENZIE FINANCIAL CORP5,370$325K<0.01%+22013F-HRTimeline
BLAIR WILLIAM & CO/IL5,329$323K<0.01%+27313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,096$308K0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,930$298K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC4,855$294K<0.01%-1,10313F-HRTimeline
Claris Financial LLC5,150$291K0.19%013F-HRTimeline
Arete Wealth Advisors, LLC4,602$279K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,597$278K<0.01%new13F-HR/ATimelineGroup
Segment Wealth Management, LLC4,460$270K0.02%-70013F-HRTimeline
Brookwood Investment Group LLC4,334$262K0.05%13F-HRTimeline
COMERICA BANK4,312$261K<0.01%-34113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,153$251K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC4,000$242K<0.01%-43,60013F-HRTimeline
American State Bank (Iowa)3,753$227K0.14%013F-HRTimeline
Perennial Investment Advisors, LLC3,700$224K0.03%new13F-HRTimeline
Amica Retiree Medical Trust3,658$222K0.34%-65313F-HRTimeline
JERICHO FINANCIAL, LLP3,628$220K0.16%new13F-HRTimeline
Running Point Capital Advisors, LLC3,621$219K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,324$201K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC3,309$200K<0.01%-41013F-HRTimeline
Manchester Capital Management LLC3,300$200K0.02%013F-HRTimeline
CoreCap Advisors, LLC3,169$192K0.01%+1,41813F-HRTimeline
Steward Partners Investment Advisory, L…3,094$187K<0.01%-11513F-HRTimeline
LANARK FINANCIAL, INC.2,727$165K0.01%+2,72513F-HRTimeline
AE Wealth Management LLC2,651$160K<0.01%013F-HRTimeline
EASTERN BANK2,075$126K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,003$121K<0.01%+1,11113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,742$105K<0.01%+1913F-HRTimelineGroup
Nova Wealth Management, Inc.1,654$100K0.09%-1,55613F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,627$98.5K0.02%+113F-HRTimeline
Crews Bank & Trust1,620$98.1K0.02%-36513F-HRTimeline
Headlands Technologies LLC1,374$83.2K0.01%-96013F-HRTimeline
MGB Wealth Management, LLC1,276$77.2K0.03%+4613F-HRTimeline
Brooklyn Investment Group1,200$72.6K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,167$70.7K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC900$54.5K0.05%new13F-HRTimeline
IFP Advisors, Inc858$51.9K<0.01%+11713F-HRTimeline
Provident Wealth Management, LLC800$48.4K0.02%new13F-HRTimeline
AlphaCore Capital LLC754$45.6K<0.01%new13F-HRTimeline
Activest Wealth Management612$37K0.01%-19713F-HRTimeline
Silicon Valley Capital Partners608$36.6K<0.01%+313F-HRTimeline
Global Trust Asset Management, LLC560$33.9K0.02%-61513F-HRTimeline
GoalVest Advisory LLC524$31.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC500$30.3K<0.01%+40013F-HRTimeline
FSA Wealth Management LLC500$30.3K0.01%-20013F-HRTimeline
Briaud Financial Planning Inc491$29K0.01%013F-HRTimeline
Golden State Wealth Management, LLC450$27.2K<0.01%new13F-HR/ATimeline
Federation des caisses Desjardins du Qu…448$27.1K<0.01%+43813F-HRTimeline
Fourth Dimension Wealth, LLC403$24.4K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…397$24K<0.01%+1313F-HRTimelineGroup
Amundiin group Amundi400$23.9K<0.01%-1,70013F-HRTimelineGroup
CWM, LLCin group CWM, LLC341$21K<0.01%+25513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC316$19.1K<0.01%013F-HRTimeline
Main Street Group, LTD310$18.8K0.01%013F-HRTimeline
Peoples Bank/KS305$18.5K0.01%+8513F-HRTimeline
Wilmington Savings Fund Society, FSB287$17.4K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC307$17.4K<0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …255$15.4K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC248$15K<0.01%+10413F-HRTimeline
MAI Capital Management246$14.9K<0.01%+22213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.238$14.4K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA221$13.4K<0.01%013F-HRTimeline
Orion Capital Management LLC174$10.6K<0.01%+8613F-HRTimeline
Rosenberg Matthew Hamilton167$10.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc160$9.69K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC152$9.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd149$9.02K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.107$6.48K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC106$6.43K<0.01%+313F-HRTimeline
Park Square Financial Group, LLC106$6.42K0.01%-413F-HRTimeline
North Star Investment Management Corp.100$6.05K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$6.05K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$6.05K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$5.63K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC77$5K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.78$4.18K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC56$3.39K<0.01%013F-HRTimeline
Allworth Financial LP57$3.28K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.52$3.18K<0.01%013F-HRTimeline
NorthRock Partners, LLC44$2.66K<0.01%new13F-HRTimeline
Truvestments Capital LLC41$2.48K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…30$1.84K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.29$1.75K<0.01%new13F-HRTimeline
Luminist Capital LLC28$1.7K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC24$1.45K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division24$1.45K<0.01%013F-HRTimeline
Transce3nd, LLC20$1.21K<0.01%013F-HRTimeline
Aspect Partners, LLC7$424<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6$364<0.01%013F-HRTimeline
Larson Financial Group LLC5$303<0.01%013F-HRTimeline
Sherman Asset Management, Inc.3$182<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$61<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-40713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.