SS SPDR S&P Insurance ETFKIEETF
13F holders, Q1 2025 (March 31)187holders +14
44new positions
29sold out
4famous investors
$60.51avg. 13F price*
At the end of Q1 2025, 187 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, up 14 from Q4 2024. 44 opened new positions and 29 sold out. The largest holders were JPMorgan Chase & Co. ($201.2M), Goldman Sachs Group Inc. ($98.9M) and Morgan Stanley ($66.7M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Insurance ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $36.3M |
| Exits | 29 | $39.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,535,187 shares bought and 2,352,609 shares sold, net −817,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| JPMorgan Chase & Co. | 0.02% | Add +10.3% | 3,323,544 | $201.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -14.3% | 1,633,791 | $98.9M |
| Morgan Stanley | 0.00% | Reduce -15.9% | 1,101,388 | $66.7M |
| UBS Group AG | 0.01% | Reduce -22.1% | 1,042,465 | $63.1M |
| J.Safra Asset Management Corp | 3.27% | Add +2.6% | 663,545 | $40.2M |
| Factory Mutual Insurance Co. | 0.43% | No change | 615,100 | $37.2M |
| LPL Financial LLC | 0.01% | Reduce -22.4% | 484,603 | $29.3M |
| Bank of America Corp. | 0.00% | Add +1.0% | 458,325 | $27.7M |
| Raymond James Financial Inc. | 0.01% | Add +20.8% | 388,367 | $23.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -23.5% | 347,487 | $21.0M |
| BNP Paribas Financial Markets | 0.02% | Add +1055.2% | 328,768 | $19.9M |
| Citigroup Inc. | 0.01% | Add +72.2% | 269,405 | $16.3M |
| Wells Fargo & Company | 0.00% | Add +16.8% | 203,840 | $12.3M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -2.3% | 194,753 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 191,854 | $11.6M |
| Investment Management Corp. /Va/ | 8.74% | Reduce -0.6% | 160,091 | $9.7M |
| Capital Planning Advisors, LLC | 1.37% | Add +0.3% | 146,217 | $8.9M |
| Chicago Wealth Management, Inc. | 4.52% | Add +1.8% | 142,637 | $8.6M |
| Citadel Advisors | 0.01% | Add +2.2% | 130,361 | $7.9M |
| Hollencrest Capital Management | 0.29% | Add +0.4% | 110,678 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -18.0% | 104,368 | $6.3M |
| DRW Securities, LLC | 0.49% | New | 96,000 | $5.8M |
| SPC Financial, Inc. | 0.48% | Add +2.6% | 89,817 | $5.4M |
| Triangle Securities Wealth Management | 1.26% | Reduce -1.8% | 80,922 | $4.9M |
| Tudor Investment Corporation | 0.04% | Add +28.5% | 78,831 | $4.8M |
| Lido Advisors, LLC | 0.03% | Add +3.8% | 78,172 | $4.7M |
| Fortis Group Advisors, LLC | 0.72% | New | 61,552 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 60,675 | $3.7M |
| Jefferies Financial Group Inc. | 0.07% | New | 59,858 | $3.6M |
| Csenge Advisory Group | 0.20% | Add +8.8% | 63,032 | $3.6M |
| Vicus Capital | 0.29% | New | 51,612 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.8% | 51,159 | $3.1M |
| Millennium Management | 0.00% | Reduce -76.4% | 49,963 | $3.0M |
| Win Advisors, Inc. | 1.52% | New | 48,974 | $3.0M |
| Tidal Investments LLC | 0.02% | New | 38,126 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +35.1% | 37,294 | $2.3M |
| Amica Mutual Insurance Co. | 0.24% | No change | 36,446 | $2.2M |
| Navis Wealth Advisors, LLC | 1.86% | Add +0.5% | 31,343 | $1.9M |
| Ellis Investment Partners, LLC | 0.34% | Reduce -7.6% | 27,296 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | New | 26,473 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 25,674 | $1.6M |
| Fulcrum Equity Management | 1.69% | New | 25,531 | $1.5M |
| Synergy Asset Management, LLC | 0.19% | New | 25,428 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 23,277 | $1.4M |
| Marshall Investment Management, LLC | 0.87% | Reduce -5.3% | 23,049 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +27.5% | 21,893 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 21,067 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Add +38.3% | 20,278 | $1.2M |
| Spire Wealth Management | 0.04% | Add +2.0% | 20,192 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Add +16.0% | 19,620 | $1.2M |
| LMR Partners LLP | 0.03% | Reduce -58.7% | 19,582 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | New | 18,052 | $1.1M |
| Smartleaf Asset Management LLC | 0.10% | Add +0.2% | 17,022 | $1.0M |
| Ibex Wealth Advisors | 0.13% | Reduce -15.4% | 16,849 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 16,578 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 16,481 | $998K |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 15,804 | $957K |
| Arkadios Wealth Advisors | 0.04% | Add +8.7% | 15,800 | $956K |
| 1858 Wealth Management, LLC | 0.79% | Add +2.2% | 15,364 | $930K |
| Jmac Enterprises LLC | 0.20% | No change | 13,705 | $830K |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.5% | 12,962 | $785K |
| FMR LLC | 0.00% | Add +11.0% | 12,921 | $782K |
| Toth Financial Advisory Corp. | 0.09% | Add +0.1% | 12,562 | $760K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 12,112 | $733K |
| Neuberger Berman Group LLC | 0.00% | No change | 12,000 | $726K |
| GWN Securities Inc. | 0.04% | New | 12,270 | $713K |
| Advyzon Investment Management, LLC | 0.25% | New | 11,686 | $707K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -4.0% | 10,619 | $643K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.1% | 10,372 | $628K |
| Barometer Capital Management Inc. | 0.23% | Reduce -63.9% | 10,250 | $620K |
| Q3 Asset Management | 0.41% | New | 9,818 | $594K |
| Wealthfront Advisers LLC | 0.00% | Add +25.2% | 9,488 | $574K |
| Bank of Montreal | 0.00% | Reduce -97.0% | 9,471 | $573K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 9,149 | $554K |
| Hilltop Holdings Inc. | 0.03% | Add +3.1% | 9,140 | $553K |
| Fifth Third Securities, Inc. | 0.05% | Add +3.0% | 8,834 | $535K |
| HBW Advisory Services LLC | 0.07% | New | 8,205 | $497K |
| Kaizen Financial Strategies | 0.29% | Reduce -28.9% | 8,200 | $496K |
| CX Institutional | 0.02% | Add +1605.3% | 7,708 | $467K |
| Pinnacle Family Advisors, LLC | 0.24% | New | 7,375 | $446K |
| EP Wealth Advisors, LLC | 0.00% | No change | 7,369 | $446K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 7,226 | $437K |
| Trademark Financial Management, LLC | 0.32% | Add +69.4% | 6,964 | $422K |
| Cary Street Partners Financial LLC | 0.01% | No change | 6,364 | $385K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,344 | $384K |
| Independent Financial Group, LLC | 0.01% | Add +39.0% | 6,075 | $368K |
| First Heartland Consultants, Inc. | 0.04% | Add +9.5% | 6,035 | $365K |
| PFG Investments, LLC | 0.02% | Reduce -11.6% | 5,763 | $349K |
| HB Wealth Management, LLC | 0.00% | No change | 5,760 | $349K |
| Rothschild Investment LLC | 0.02% | Reduce -5.9% | 5,600 | $339K |
| Avior Wealth Management, LLC | 0.01% | Reduce -34.7% | 5,592 | $338K |
| Waterloo Capital, L.P. | 0.03% | Reduce -3.6% | 5,569 | $337K |
| Marshall Wace, LLP | 0.00% | New | 5,522 | $334K |
| Dale Q Rice Investment Management Ltd | 0.17% | New | 5,452 | $330K |
| Jones Financial Companies LLLP | 0.00% | Add +24.7% | 5,465 | $329K |
| Mackenzie Financial Corp. | 0.00% | Add +4.3% | 5,370 | $325K |
| Blair William & Co. | 0.00% | Add +5.4% | 5,329 | $323K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,096 | $308K |
| Citizens Financial Group Inc. | 0.01% | New | 4,930 | $298K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.5% | 4,855 | $294K |
"% of holder's portfolio" is KIE's weight in each manager's 13F, not the share of SS SPDR S&P Insurance ETF the manager owns.