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Get Institutions for : 
streetTRACKS Series Trust - KBW Insurance ETF (KIE)  
$51.27 0.11 (0.22%) as of 4:30 Fri 5/10


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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  : 
7.36 (16.76%)  




 
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
   GOLDMAN SACHS GROUP INC/ 860 - 2023-12-31 1,392,826 $62,984,000 -381,031
   BANK OF AMERICA CORP /DE/ 1677 - 2023-12-31 519,395 $23,487,000 -642,939
   JANNEY CAPITAL MANAGEMENT LLC 13 - 2024-03-31 377,238 $19,643,000 -9,384
   AMERIPRISE FINANCIAL INC 1393 - 2023-12-31 352,384 $15,939,000 -65,874
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 292,026 $15,206,000 -35,104
   Insight Wealth Strategies LLC 20 - 2024-03-31 168,446 $8,771,000 -163,737
   Chicago Wealth Management Inc. 11 - 2023-12-31 129,966 $5,877,000 -1,604
   TRIANGLE SECURITIES WEALTH MANAGEMENT 19 - 2024-03-31 84,950 $4,423,000 -879
   ENVESTNET ASSET MANAGEMENT INC 2203 - 2023-12-31 67,485 $3,052,000 -177,659
   MML INVESTORS SERVICES LLC 909 - 2023-12-31 53,227 $2,407,000 -16,686
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1656 - 2024-03-31 35,754 $1,862,000 -26
   Qube Research & Technologies Ltd 1506 - 2023-12-31 28,576 $1,292,000 -8,951
   COMMONWEALTH EQUITY SERVICES LLC. 2317 - 2024-03-31 17,071 $889,000 -45
   STIFEL FINANCIAL CORP 2270 - 2023-12-31 17,727 $802,000 -23,583
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3210 - 2023-12-31 16,333 $739,000 -19,024
   TOTH FINANCIAL ADVISORY CORP 145 - 2024-03-31 13,394 $697,000 -443
   MARINER WEALTH ADVISORS, LLC 1829 - 2023-12-31 13,163 $595,000 -1,559
   All Season Financial Advisors Inc. 60 - 2024-03-31 10,342 $539,000 -134
   HIGHTOWER ADVISORS, LLC 2345 - 2023-12-31 9,922 $449,000 -311
   PRUDENTIAL FINANCIAL INC 2193 - 2023-12-31 9,304 $421,000 -2,237
   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
   BAROMETER CAPITAL MANAGEMENT INC. 104 - 2023-12-31 8,160 $369,000 -15,550
   MULTIFINANCIAL SECURITIES CORP 1371 - 2023-12-31 7,116 $322,000 -1,046
   Stratos Wealth Advisors LLC 549 - 2024-03-31 5,823 $303,000 -873
   AE Wealth Management LLC 1781 - 2023-12-31 5,252 $250,000 -13,014
   Kestra Advisory Services LLC 1966 - 2023-12-31 5,421 $245,000 -963
   Merit Financial Group LLC 680 - 2023-12-31 5,181 $234,000 -4,886
   FINANCIAL NETWORK 2525 - 2023-12-31 4,472 $202,000 -19,901
   BLAIR WILLIAM & CO/IL 1400 - 2023-12-31 4,329 $196,000 -121
   PNC FINANCIAL SERVICES GROUP INC 2447 - 2023-12-31 2,777 $126,000 -4
   TRUSTCORE FINANCIAL SERVICES LLC 355 - 2022-12-31 2,428 $99,000 -1,378
   COMERICA BANK 2497 - 2023-12-31 2,149 $97,000 -591
   Goss Wealth Management LLC 2127 - 2023-12-31 1,387 $63,000 -126
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1996 - 2023-12-31 1,207 $55,000 -2,798
   EverSource Wealth Advisors LLC 1176 - 2023-12-31 500 $23,000 -500
   PRIVATE TRUST CO NA 1607 - 2024-03-31 221 $12,000 -219
   Larson Financial Group LLC - 2024-03-31 99 $5,000 -10
   TORONTO DOMINION BANK 1050 - 2023-12-31 28 $1,000 -130
   Focused Wealth Management Inc 939 - 2023-12-31 9 $0 -11
  40 Records found
  1    
  Page 1 of 1
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