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Get Institutions for : 
streetTRACKS Series Trust - KBW Insurance ETF (KIE)  
$51.46 0.25 (0.49%) as of 4:30 Tue 5/21


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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  : 
7.55 (17.19%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMERIPRISE FINANCIAL INC 1280 - 2024-03-31 390,988 $20,361,000 38,604
   WELLS FARGO & CO/MN 1760 - 2024-03-31 136,249 $7,094,000 48,305
   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
   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
   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
   DRW SECURITIES, LLC 50 - 2024-03-31 69,100 $3,598,000 32,700
   Qube Research & Technologies Ltd 1240 - 2024-03-31 64,988 $3,384,000 36,412
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1351 - 2024-03-31 58,641 $3,053,000 42,308
   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
   Navis Wealth Advisors LLC 10 - 2024-03-31 30,827 $1,605,000 116
   JANNEY MONTGOMERY SCOTT LLC 1267 - 2024-03-31 29,741 $1,549,000 1,724
   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
   MULTIFINANCIAL SECURITIES CORP 1321 - 2024-03-31 14,285 $744,000 7,169
   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
   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
   Trademark Financial Management LLC 51 - 2024-03-31 10,625 $553,000 1,624
   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
   Wealthfront Advisers LLC 769 - 2024-03-31 7,421 $386,000 2,861
   PFG Investments LLC 678 - 2024-03-31 6,649 $346,000 1,873
   Kestra Advisory Services LLC 1950 - 2024-03-31 6,034 $314,000 613
   MANCHESTER CAPITAL MANAGEMENT LLC 328 - 2024-03-31 3,300 $172,000 300
   PNC FINANCIAL SERVICES GROUP INC 2367 - 2024-03-31 2,865 $149,000 88
   Steward Partners Investment Advisory LLC 1803 - 2024-03-31 1,797 $94,000 201
   HUNTINGTON NATIONAL BANK 1521 - 2024-03-31 75 $4,000 74

  38 Records found
  1    
  Page 1 of 1
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