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Get Institutions for : 
streetTRACKS Series Trust - KBW Insurance ETF (KIE)  
$51.44 0.02 (0.04%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    4
Total shares held : 
 13,173,463  
% of shares held : 
 14.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 1,371,731  
% of shares held change : 
   1.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.10  
Last Quarter's Ending Price : 
 $45.22  
Last Quarter's Average Price : 
 $43.91  
Change from last quarter's     
avg. price to the last closing  : 
7.53 (17.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 836,004
 6.35%
 
Increased Positions :
38
 3,353,878
 25.46%
 
Unchanged Positions :
37
 164,222
 1.25%
 
Decreased Positions :
38
-1,795,413
-13.63%
 
Closed Positions :
26
-1,022,738
-7.76%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 703 - 2024-03-31 2,912,866 $151,673,000 -388,180
   GOLDMAN SACHS GROUP INC/ 822 - 2024-03-31 1,375,130 $71,603,000 -17,696
   MORGAN STANLEY 1741 - 2024-03-31 971,803 $50,602,000 -78,313
   FACTORY MUTUAL INSURANCE CO 71 - 2024-03-31 615,100 $32,028,000 0
   BANK OF MONTREAL /CAN/ 599 - 2024-03-31 507,660 $26,480,000 -37,070
   BANK OF AMERICA CORP /DE/ 1785 - 2024-03-31 456,517 $23,771,000 -62,878
   AMERIPRISE FINANCIAL INC 1280 - 2024-03-31 390,988 $20,361,000 38,604
   JANNEY CAPITAL MANAGEMENT LLC 13 - 2024-03-31 377,238 $19,643,000 -9,384
   LPL FINANCIAL CORP 955 - 2024-03-31 375,044 $19,529,000 -64,617
   CITIGROUP INC 698 - 2024-03-31 318,973 $16,609,000 -41,043
   UBS Group AG 1347 - 2024-03-31 295,675 $15,396,000 -150,381
   BNP PARIBAS ARBITRAGE SA 621 - 2024-03-31 292,026 $15,206,000 -35,104
   CITADEL ADVISORS LLC 1155 - 2024-03-31 219,959 $11,453,000 -76,585
   BARCLAYS PLC 1006 *New 2024-03-31 200,000 $10,414,000 200,000
   Insight Wealth Strategies LLC 20 - 2024-03-31 168,446 $8,771,000 -163,737
   WELLS FARGO & CO/MN 1760 - 2024-03-31 136,249 $7,094,000 48,305
   Capital Planning Advisors LLC 20 - 2024-03-31 133,495 $6,951,000 -2,961
   Kingsview Wealth Management LLC 131 - 2024-03-31 130,814 $6,812,000 101,462
   Chicago Wealth Management Inc. 12 - 2024-03-31 130,529 $6,797,000 563
   JMAC ENTERPRISES LLC 26 - 2024-03-31 107,258 $5,585,000 12,118
   Concentric Capital Strategies LP 83 *New 2024-03-31 92,110 $4,796,000 92,110
   TRIANGLE SECURITIES WEALTH MANAGEMENT 19 - 2024-03-31 84,950 $4,423,000 -879
   Lido Advisors LLC 274 - 2024-03-31 84,423 $4,396,000 5,474
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 825 - 2024-03-31 83,702 $4,358,000 76,965
   ENVESTNET ASSET MANAGEMENT INC 2086 - 2024-03-31 81,620 $4,250,000 14,135
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 23 *New 2024-03-31 80,041 $4,168,000 80,041
   ROYAL BANK OF CANADA 2038 - 2024-03-31 79,366 $4,133,000 18,196
   Brookstone Capital Management 254 - 2024-03-31 73,722 $3,839,000 3,601
   HRT FINANCIAL LLC 347 - 2024-03-31 69,966 $3,643,000 -49,168
   DRW SECURITIES, LLC 50 - 2024-03-31 69,100 $3,598,000 32,700
   Fortis Group Advisors LLC 44 *New 2024-03-31 68,660 $3,575,000 68,660
   Qube Research & Technologies Ltd 1240 - 2024-03-31 64,988 $3,384,000 36,412
   Belpointe Asset Management LLC 89 *New 2024-03-31 60,336 $3,142,000 60,336
   Mutual Advisors LLC 192 *New 2024-03-31 59,344 $3,090,000 59,344
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1351 - 2024-03-31 58,641 $3,053,000 42,308
   PFG FINANCIAL ADVISORS 54 *New 2024-03-31 55,440 $2,887,000 55,440
   TOWER RESEARCH CAPITAL LLC 208 - 2024-03-31 53,350 $2,778,000 -15,018
   MML INVESTORS SERVICES LLC 918 - 2024-03-31 50,367 $2,623,000 -2,860
   Arkadios Wealth Advisors 122 - 2024-03-31 47,349 $2,465,000 37,092
   RAYMOND JAMES & ASSOCIATES 2025 - 2024-03-31 47,019 $2,448,000 6,266
   MIRABELLA FINANCIAL SERVICES LLP 104 - 2024-03-31 44,783 $2,332,000 44,783
   AMICA MUTUAL INSURANCE CO 82 - 2024-03-31 44,443 $2,317,000 -4,126
   Advisor Group Holdings Inc. 1636 - 2024-03-31 41,328 $2,152,000 -77,277
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1656 - 2024-03-31 35,754 $1,862,000 -26
   FISCHER INVESTMENT STRATEGIES LLC 15 *New 2024-03-31 32,162 $1,675,000 32,162
   Navis Wealth Advisors LLC 10 - 2024-03-31 30,827 $1,605,000 116
   CENTAURUS FINANCIAL INC. 175 *New 2024-03-31 30,294 $1,577,000 30,294
   JANNEY MONTGOMERY SCOTT LLC 1267 - 2024-03-31 29,741 $1,549,000 1,724
   Baird Financial Group Inc. 1038 *New 2024-03-31 28,605 $1,489,000 28,605
   RENAISSANCE TECHNOLOGIES LLC 2348 - 2024-03-31 23,900 $1,244,000 -68,000
   LMR Partners LLP 233 *New 2024-03-31 23,829 $1,241,000 23,829
   Jump Financial LLC 763 *New 2024-03-31 20,543 $1,070,000 20,543
   Spire Wealth Management 368 - 2024-03-31 19,794 $1,031,000 0
   Ellis Investment Partners LLC 88 - 2024-03-31 19,207 $1,000,000 5,245
   Global Retirement Partners LLC 361 - 2024-03-31 19,008 $990,000 588
   STIFEL FINANCIAL CORP 2190 - 2024-03-31 18,626 $970,000 899
   COMMONWEALTH EQUITY SERVICES LLC. 2317 - 2024-03-31 17,071 $889,000 -45
   GTS SECURITIES LLC 576 - 2024-03-31 16,402 $854,000 -7,677
   MULTIFINANCIAL SECURITIES CORP 1321 - 2024-03-31 14,285 $744,000 7,169
   NEUBERGER BERMAN GROUP LLC 1359 - 2024-03-31 14,000 $729,000 0
   PRUDENTIAL FINANCIAL INC 1992 - 2024-03-31 13,942 $726,000 4,638
   Kaizen Financial Strategies 39 - 2024-03-31 13,580 $707,000 800
   Goss Wealth Management LLC 1154 - 2024-03-31 13,496 $703,000 12,109
   TOTH FINANCIAL ADVISORY CORP 145 - 2024-03-31 13,394 $697,000 -443
   MARINER WEALTH ADVISORS, LLC 1801 - 2024-03-31 12,946 $674,000 -217
   COOKSON PEIRCE & CO INC 135 - 2024-03-31 12,034 $627,000 7
   BAROMETER CAPITAL MANAGEMENT INC. 80 - 2024-03-31 12,830 $623,000 4,670
   1858 WEALTH MANAGEMENT LLC 54 - 2024-03-31 12,985 $587,000 0
   Trademark Financial Management LLC 51 - 2024-03-31 10,625 $553,000 1,624
   All Season Financial Advisors Inc. 60 - 2024-03-31 10,342 $539,000 -134
   BAKER AVENUE ASSET MANAGEMENT, LP 257 - 2024-03-31 10,051 $523,000 -437
   GAMCO INVESTORS INC ET AL 679 - 2024-03-31 10,000 $521,000 0
   HIGHTOWER ADVISORS, LLC 2218 - 2024-03-31 9,981 $519,000 59
   SIMPLEX TRADING LLC 666 - 2024-03-31 9,497 $494,000 3,191
   FMR LLC 2573 - 2024-03-31 9,304 $484,000 908
   PFG Advisors 400 *New 2024-03-31 9,114 $475,000 9,114
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 121 - 2024-03-31 9,000 $469,000 -1,017
   Nelson Van Denburg & Campbell Wealth Management Gr 488 *New 2024-03-31 8,464 $441,000 8,464
   PEAK FINANCIAL ADVISORS LLC 56 - 2024-03-31 7,555 $393,000 -143
   Fifth Third Securities Inc. 205 - 2024-03-31 7,445 $388,000 -101
   Wealthfront Advisers LLC 769 - 2024-03-31 7,421 $386,000 2,861
   EP WEALTH ADVISORS, INC. 579 - 2024-03-31 6,928 $361,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 527 *New 2024-03-31 6,727 $350,000 6,727
   PFG Investments LLC 678 - 2024-03-31 6,649 $346,000 1,873
   Narus Financial Partners LLC 102 - 2024-03-31 6,600 $344,000 0
   Pinnacle Family Advisors LLC 73 *New 2024-03-31 6,540 $341,000 6,540
   TEXAS PERMANENT SCHOOL FUND 1504 - 2024-03-31 6,355 $331,000 0
   Keebeck Wealth Management LLC 233 - 2024-03-31 6,063 $316,000 -263
   Kestra Advisory Services LLC 1950 - 2024-03-31 6,034 $314,000 613
   Yoder Wealth Management Inc. 70 - 2024-03-31 5,820 $303,000 0
   Stratos Wealth Advisors LLC 549 - 2024-03-31 5,823 $303,000 -873
   HB Wealth Management LLC 655 - 2024-03-31 5,760 $300,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 214 - 2024-03-31 5,370 $280,000 0
   Tradewinds LLC. 69 - 2024-03-31 4,972 $259,000 0
   Private Portfolio Partners LLC 251 - 2024-03-31 4,431 $231,000 0
   BLAIR WILLIAM & CO/IL 1356 - 2024-03-31 4,329 $225,000 0
   OPPENHEIMER & CO INC 1311 *New 2024-03-31 4,157 $216,000 4,157
   PRICE T ROWE ASSOCIATES INC /MD/ 2571 *New 2024-03-31 4,125 $215,000 4,125
   Imprint Wealth LLC 280 *New 2024-03-31 4,000 $207,000 4,000
   MANCHESTER CAPITAL MANAGEMENT LLC 328 - 2024-03-31 3,300 $172,000 300
  100 Records found
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