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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
   JAFFETILCHIN INVESTMENT PARTNERS LLC 345 *Closed 2023-12-31 0 $0 -7,128
   FLOW TRADERS U.S. LLC 758 *Closed 2023-12-31 0 $0 -6,223
   CLARK CAPITAL MANAGEMENT GROUP INC 371 *Closed 2023-12-31 0 $0 -132,968
   Family Asset Management LLC 187 *Closed 2023-12-31 0 $0 -15
   Lehman & Derafelo Financial Resources LLC 144 *Closed 2022-12-31 0 $0 -900
   Cetera Investment Advisers 2205 *Closed 2023-12-31 0 $0 -19,013
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1736 *Closed 2023-09-30 0 $0 -5,105
   Strategic Wealth Partners Ltd. 258 *Closed 2023-03-31 0 $0 -162,886
   MIRABELLA FINANCIAL SERVICES LLP 451 *Closed 2023-12-31 0 $0 -160,029
   Meridian Wealth Management LLC 271 *Closed 2024-03-31 0 $0 -4,505
   Carmichael Hill & Associates Inc. 671 *Closed 2024-03-31 0 $0 -26
   Bensler LLC 163 *Closed 2024-03-31 0 $0 -7,789
   Rosenberg Matthew Hamilton 859 *Closed 2024-03-31 0 $0 -14
   MEITAV DASH INVESTMENTS LTD 273 *Closed 2024-03-31 0 $0 -19,881
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 830 *Closed 2023-12-31 0 $0 -122
   GSA CAPITAL PARTNERS LLP 1796 *Closed 2024-03-31 0 $0 -25,105
   HBK INVESTMENTS L P 119 *Closed 2023-09-30 0 $0 -5,181
   Aptus Capital Advisors LLC 939 *Closed 2023-12-31 0 $0 -500
   Ronald Blue Trust Inc. 2540 *Closed 2024-03-31 0 $0 -10
   V Wealth ManagementLLC 313 *Closed 2023-09-30 0 $0 -9,382
   Schonfeld Strategic Advisors LLC 2019 *Closed 2023-12-31 0 $0 -5,180
   BARTLETT & CO. LLC 1231 *Closed 2023-12-31 0 $0 -26
   TSFG LLC 895 *Closed 2024-03-31 0 $0 -10
   NEW HARBOR FINANCIAL GROUP, LLC 48 *Closed 2024-03-31 0 $0 -213,033
   Cutler Group LP 1270 *Closed 2024-03-31 0 $0 -29
   BALYASNY ASSET MANAGEMENT LLC 2081 *Closed 2023-12-31 0 $0 -122,596
   MATRIX PRIVATE CAPITAL GROUP LLC 165 *Closed 2023-12-31 0 $0 -67
   CHOATE INVESTMENT ADVISORS 469 *Closed 2023-12-31 0 $0 -240
   BFT FINANCIAL GROUP LLC 307 *Closed 2023-06-30 0 $0 -6,613
   CREDIT SUISSE/ 3069 *Closed 2023-12-31 0 $0 -37,651
   Fullerton Fund Management Co Ltd 69 *Closed 2023-12-31 0 $0 -246,452
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1200 *Closed 2023-12-31 0 $0 -26

  32 Records found
  1    
  Page 1 of 1
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