Skip to content
Disclosery

KIE SPDR SERIES TRUST

Follow

ST STR SP INS (fund)

173 managers (175 13F filers) reported a position in KIE shares at 2025-06-30, 11,783,964 shares in all. 21 filers opened a position and 37 filers sold out during the quarter.

Managers
173
13F filers
175
New
21
Added
50
Reduced
55
Sold out
37
Shares held by filers
11,783,964

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,707,209$102M0.02%+73,41813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,230,718$73.5M<0.01%+129,33013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO978,983$58.5M<0.01%-2,344,56113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP758,300$45.3M0.08%new13F-HRTimelineGroup
J.Safra Asset Management Corp672,232$40.2M2.8%+8,68713F-HR/ATimeline
FACTORY MUTUAL INSURANCE CO615,100$36.7M0.4%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/418,324$25M<0.01%-40,00113F-HRTimelineGroup
LPL Financial LLC397,237$23.7M0.01%-87,36613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC374,131$22.4M0.01%-14,23613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,577$20.5M0.01%-4,91013F-HRTimelineGroup
UBS Group AGin group UBS Group AG339,898$20.3M<0.01%-702,56713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC322,076$19.2M0.01%+52,67113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC311,753$18.6M0.02%+261,79013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA285,211$17M<0.01%+180,84313F-HR/ATimelineGroup
Qube Research & Technologies Ltd259,027$15.5M0.02%+258,87813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,552$13.4M<0.01%+19,71213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC216,707$12.9M<0.01%+24,85313F-HRTimelineGroup
Kingsview Wealth Management, LLC167,026$9.98M0.17%-27,72713F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV159,161$9.51M8.63%-93013F-HRTimeline
Capital Planning Advisors, LLC141,685$8.46M1.24%-4,53213F-HRTimeline
Chicago Wealth Management, Inc.140,060$8.37M3.99%-2,57713F-HRTimeline
TUDOR INVESTMENT CORP ET AL97,525$5.83M0.04%+18,69413F-HRTimeline
SPC Financial, Inc.94,658$5.65M0.47%+4,84113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC81,976$4.9M0.03%+3,80413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC79,254$4.74M0.01%+18,57913F-HRTimeline
Triangle Securities Wealth Management77,888$4.65M1.14%-3,03413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…76,189$4.55M0.12%new13F-HRTimelineGroup
CUMBERLAND ADVISORS INC65,330$3.9M1.64%new13F-HRTimeline
Csenge Advisory Group63,219$3.74M0.2%+18713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.54,941$3.28M<0.01%new13F-HRTimelineGroup
VICUS CAPITAL52,861$3.16M0.26%+1,24913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,756$2.43M<0.01%-89,60513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,770$2.26M<0.01%+47613F-HR/ATimelineGroup
AMICA MUTUAL INSURANCE CO36,446$2.18M0.21%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC33,276$1.99M0.02%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC31,827$1.9M<0.01%+27,23013F-HR/ATimelineGroup
Navis Wealth Advisors, LLC31,430$1.88M1.58%+8713F-HRTimeline
Janney Montgomery Scott LLC30,960$1.85M<0.01%-20,19913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding29,361$1.75M+2,411Timeline
GTS SECURITIES LLC28,712$1.72M0.08%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…28,392$1.7M0.02%new13F-HRTimelineGroup
Ellis Investment Partners, LLC27,293$1.63M0.32%-313F-HRTimeline
Fulcrum Equity Management24,649$1.47M1.51%-88213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,150$1.26M<0.01%+8313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,820$1.18M<0.01%-5,85413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,794$1.18M0.04%-39813F-HRTimelineGroup
Global Retirement Partners, LLC18,485$1.1M0.03%13F-HRTimeline
Private Advisor Group, LLC17,504$1.05M0.01%-4,38913F-HRTimeline
Smartleaf Asset Management LLC16,326$966K0.09%-69613F-HRTimeline
Arkadios Wealth Advisors15,942$952K0.03%+14213F-HRTimeline
1858 WEALTH MANAGEMENT, LLC15,475$924K0.68%+11113F-HRTimeline
IBEX WEALTH ADVISORS14,684$877K0.09%-2,16513F-HRTimeline
Cetera Investment Advisers14,171$847K<0.01%-1,63313F-HRTimeline
Merit Financial Group, LLC14,148$845K0.01%-5,47213F-HRTimeline
FMR LLCin group FMR LLC13,604$813K<0.01%+68313F-HRTimelineGroup
Perigon Wealth Management, LLC12,950$774K0.02%-13,52313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,923$772K<0.01%-3913F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP12,596$753K0.09%+3413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,000$717K<0.01%013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,960$714K<0.01%-15213F-HRTimelineGroup
JMAC ENTERPRISES LLC10,611$634K0.14%-3,09413F-HRTimeline
Wealthfront Advisers LLC10,378$620K<0.01%+89013F-HRTimeline
COOKSON PEIRCE & CO INC10,186$609K0.03%-43313F-HRTimeline
FORONJY FINANCIAL LLC9,800$585K0.27%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,630$567K<0.01%+3,28613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,442$564K0.04%+60813F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC9,310$556K0.01%-13,96713F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,900$532K0.03%-24013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,697$520K<0.01%+3,17513F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,634$516K0.02%-11,64413F-HRTimeline
CHASE INVESTMENT COUNSEL CORP8,517$508K0.16%new13F-HRTimeline
Kaizen Financial Strategies8,388$501K0.25%+18813F-HRTimeline
Cambridge Investment Research Advisors,…7,573$452K<0.01%-1,57613F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,416$443K0.02%new13F-HRTimeline
EP Wealth Advisors, LLC7,416$443K<0.01%+4713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,332$434K<0.01%+1,86713F-HRTimelineGroup
First Heartland Consultants, Inc.6,605$395K0.04%+57013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,364$380K0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,962$356K0.01%-11313F-HRTimeline
PFG Investments, LLC5,766$344K0.02%+313F-HRTimeline
Avior Wealth Management, LLC5,607$335K0.01%+1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,550$332K0.02%-5013F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,456$326K0.01%-1,77013F-HRTimeline
HB Wealth Management, LLC5,413$323K<0.01%-34713F-HRTimeline
BLAIR WILLIAM & CO/IL5,329$318K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,182$310K<0.01%+3,17913F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,160$308K<0.01%-21013F-HRTimeline
Trexquant Investment LP5,065$303K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.5,012$299K0.02%-55713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,944$295K<0.01%+1413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,703$281K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,478$267K0.01%-61813F-HRTimelineGroup
Segment Wealth Management, LLC4,460$266K0.02%013F-HRTimeline
COMERICA BANK4,319$258K<0.01%+713F-HRTimeline
Pinnacle Family Advisors, LLC4,230$253K0.12%-3,14513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC4,207$251K0.17%new13F-HRTimeline
IFG Advisory, LLC4,083$244K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,065$243K<0.01%-8813F-HRTimelineGroup
American State Bank (Iowa)3,753$224K0.12%013F-HRTimeline
Perennial Investment Advisors, LLC3,700$221K0.02%013F-HRTimeline
JERICHO FINANCIAL, LLP3,656$218K0.14%+2813F-HRTimeline
Amica Retiree Medical Trust3,658$218K0.31%013F-HRTimeline
Running Point Capital Advisors, LLC3,621$216K0.06%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,576$214K<0.01%new13F-HRTimeline
Fort Point Capital Partners LLC3,390$203K0.02%new13F-HRTimeline
HighTower Advisors, LLC3,355$200K<0.01%+4613F-HRTimeline
Manchester Capital Management LLC3,300$197K0.03%013F-HRTimeline
CoreCap Advisors, LLC3,169$189K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,094$185K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.2,986$178K0.13%+1,33213F-HRTimeline
MGB Wealth Management, LLC2,728$163K0.05%+1,45213F-HRTimeline
AE Wealth Management LLC2,601$155K<0.01%-5013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,422$145K<0.01%-7,04913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,383$142K0.02%+75613F-HRTimeline
LANARK FINANCIAL, INC.2,368$141K0.01%-35913F-HRTimeline
EASTERN BANK2,075$124K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,704$102K<0.01%-3813F-HRTimelineGroup
AdvisorNet Financial, Inc1,703$102K0.01%+1,54313F-HRTimeline
Crews Bank & Trust1,670$99.8K0.02%+5013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,398$83.5K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC1,374$82.1K0.01%013F-HRTimeline
Park Square Financial Group, LLC1,202$71.8K0.05%+1,09613F-HRTimeline
Brooklyn Investment Group1,200$71.7K0.01%013F-HR/ATimeline
NewEdge Advisors, LLC1,177$70.3K<0.01%-3,67813F-HRTimeline
WPG Advisers, LLC900$53.8K0.05%013F-HRTimeline
Provident Wealth Management, LLC800$47.8K0.02%013F-HRTimeline
AlphaCore Capital LLC754$45K<0.01%013F-HRTimeline
IFP Advisors, Inc699$41.8K<0.01%-15913F-HRTimeline
Activest Wealth Management612$36.6K0.01%013F-HRTimeline
Silicon Valley Capital Partners610$36.4K<0.01%+213F-HRTimeline
Global Trust Asset Management, LLC560$33.5K0.02%013F-HRTimeline
GoalVest Advisory LLC524$31.3K0.01%013F-HRTimeline
FSA Wealth Management LLC500$29.9K0.01%013F-HRTimeline
Briaud Financial Planning Inc491$29K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…448$26.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/411$24.6K<0.01%-75613F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC403$24.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC400$23.9K<0.01%-10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…397$23.7K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC381$22.8K<0.01%+37613F-HRTimeline
Strategic Wealth Partners, Ltd.372$22.2K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC316$18.9K<0.01%013F-HRTimeline
Main Street Group, LTD310$18.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC310$18.5K<0.01%+313F-HRTimelineGroup
WEST PACES ADVISORS INC.307$18.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC248$14.8K<0.01%013F-HRTimeline
MAI Capital Management246$14.7K<0.01%013F-HRTimeline
Choate Investment Advisors240$14.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA221$13.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT221$13.2K<0.01%-110,45713F-HRTimeline
CX Institutional225$13K<0.01%-7,48313F-HR/ATimeline
Orion Capital Management LLC175$10.4K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton167$9.98K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC150$8.96K<0.01%-30013F-HRTimeline
North Star Investment Management Corp.100$5.97K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$5.97K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$5.97K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$5.56K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC86$5K<0.01%-25513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.78$4.66K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC68$4.06K<0.01%new13F-HR/ATimeline
Allworth Financial LP57$3.41K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.53$3.14K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC47$2.81K<0.01%-5913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27$2K<0.01%-5013F-HRTimelineGroup
Luminist Capital LLC28$1.67K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division24$1.43K<0.01%013F-HRTimeline
Transce3nd, LLC20$1.2K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10$597<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.6$359<0.01%013F-HRTimeline
Sherman Asset Management, Inc.3$179<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$60<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.