SS SPDR S&P Insurance ETFKIEETF

13F holders, Q2 2025 (June 30)
174holders −13
21new positions
37sold out
4famous investors
$59.73avg. 13F price*

At the end of Q2 2025, 174 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, down 13 from Q1 2025. 21 opened new positions and 37 sold out. The largest holders were Goldman Sachs Group Inc. ($102.0M), Morgan Stanley ($73.5M) and JPMorgan Chase & Co. ($58.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Insurance ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
CUSIP
78464A789
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 138Q1 2024Q2 2024: 137Q2 2024Q3 2024: 149Q3 2024Q4 2024: 173Q4 2024Q1 2025: 187Q1 2025Q2 2025: 174Q2 2025Q3 2025: 139Q3 2025Q4 2025: 150Q4 2025Q1 2026: 137Q1 2026Q2 2026: 144Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$65.0M
Exits37$49.8M

All 13F filers, Q1 2025 → Q2 2025: 2,197,568 shares bought and 4,370,116 shares sold, net −2,172,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

Goldman Sachs Group Inc. 0.02% Add +4.5% 1,707,209 $102.0M
Morgan Stanley 0.00% Add +11.7% 1,230,718 $73.5M
JPMorgan Chase & Co. 0.00% Reduce -70.5% 978,983 $58.5M
Two Sigma Investments, LP 0.09% New 758,300 $45.3M
J.Safra Asset Management Corp 2.80% Add +1.3% 672,232 $40.2M
Factory Mutual Insurance Co. 0.40% No change 615,100 $36.7M
Bank of America Corp. 0.00% Reduce -8.7% 418,324 $25.0M
LPL Financial LLC 0.01% Reduce -18.0% 397,237 $23.7M
Raymond James Financial Inc. 0.01% Reduce -3.7% 374,131 $22.4M
Ameriprise Financial Inc. 0.01% Reduce -1.4% 342,577 $20.5M
UBS Group AG 0.00% Reduce -67.4% 339,898 $20.3M
Citigroup Inc. 0.01% Add +19.6% 322,076 $19.2M
Millennium Management 0.02% Add +524.0% 311,753 $18.6M
Royal Bank of Canada 0.00% Add +173.3% 285,211 $17.0M
Qube Research & Technologies Ltd 0.02% Add +173743.6% 259,027 $15.5M
Wells Fargo & Company 0.00% Add +9.7% 223,552 $13.4M
Envestnet Asset Management Inc. 0.00% Add +12.9% 216,707 $12.9M
Kingsview Wealth Management, LLC 0.17% Reduce -14.2% 167,026 $10.0M
Investment Management Corp. /Va/ 8.63% Reduce -0.6% 159,161 $9.5M
Capital Planning Advisors, LLC 1.24% Reduce -3.1% 141,685 $8.5M
Chicago Wealth Management, Inc. 3.99% Reduce -1.8% 140,060 $8.4M
Tudor Investment Corporation 0.04% Add +23.7% 97,525 $5.8M
SPC Financial, Inc. 0.47% Add +5.4% 94,658 $5.7M
Lido Advisors, LLC 0.03% Add +4.9% 81,976 $4.9M
MML Investors Services, LLC 0.01% Add +30.6% 79,254 $4.7M
Triangle Securities Wealth Management 1.15% Reduce -3.8% 77,888 $4.7M
Tower Research Capital LLC (TRC) 0.12% New 76,189 $4.6M
Cumberland Advisors Inc. 1.64% New 65,330 $3.9M
Csenge Advisory Group 0.20% Add +0.3% 63,219 $3.7M
D. E. Shaw & Co. 0.00% New 54,941 $3.3M
Vicus Capital 0.26% Add +2.4% 52,861 $3.2M
Citadel Advisors 0.00% Reduce -68.7% 40,756 $2.4M
Osaic Holdings, Inc. 0.00% Add +1.3% 37,770 $2.3M
Amica Mutual Insurance Co. 0.21% No change 36,446 $2.2M
Walleye Capital LLC 0.02% New 33,276 $2.0M
Barclays PLC 0.00% Add +592.3% 31,827 $1.9M
Navis Wealth Advisors, LLC 1.58% Add +0.3% 31,430 $1.9M
Janney Montgomery Scott LLC 0.00% Reduce -39.5% 30,960 $1.9M
GTS Securities LLC 0.08% New 28,712 $1.7M
Brevan Howard Capital Management LP 0.02% New 28,392 $1.7M
Ellis Investment Partners, LLC 0.32% Reduce -0.0% 27,293 $1.6M
Fulcrum Equity Management 1.51% Reduce -3.5% 24,649 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +0.4% 21,150 $1.3M
Stifel Financial Corp. 0.00% Reduce -22.8% 19,820 $1.2M
Spire Wealth Management 0.04% Reduce -2.0% 19,794 $1.2M
Kestra Advisory Services, LLC 0.01% Add +14.3% 18,949 $1.1M
Global Retirement Partners, LLC 0.03% — 18,485 $1.1M
Private Advisor Group, LLC 0.01% Reduce -20.1% 17,504 $1.0M
Smartleaf Asset Management LLC 0.09% Reduce -4.1% 16,326 $966K
Arkadios Wealth Advisors 0.03% Add +0.9% 15,942 $952K
1858 Wealth Management, LLC 0.68% Add +0.7% 15,475 $924K
Ibex Wealth Advisors 0.09% Reduce -12.8% 14,684 $877K
Cetera Investment Advisers 0.00% Reduce -10.3% 14,171 $847K
Merit Financial Group, LLC 0.01% Reduce -27.9% 14,148 $845K
FMR LLC 0.00% Add +5.3% 13,604 $813K
Perigon Wealth Management, LLC 0.02% Reduce -51.1% 12,950 $774K
Susquehanna International Group, LLP 0.00% Reduce -0.3% 12,923 $772K
Toth Financial Advisory Corp. 0.09% Add +0.3% 12,596 $753K
Neuberger Berman Group LLC 0.00% No change 12,000 $717K
Truist Financial Corp. 0.00% Reduce -1.3% 11,960 $714K
Jmac Enterprises LLC 0.14% Reduce -22.6% 10,611 $634K
Wealthfront Advisers LLC 0.00% Add +9.4% 10,378 $620K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.2% 10,252 $612K
Cookson Peirce & Co. Inc. 0.03% Reduce -4.1% 10,186 $609K
Foronjy Financial LLC 0.27% — 9,800 $585K
Wealth Enhancement Advisory Services, LLC 0.00% Add +51.8% 9,630 $567K
Fifth Third Securities, Inc. 0.04% Add +6.9% 9,442 $564K
Jump Financial, LLC 0.01% Reduce -60.0% 9,310 $556K
Hilltop Holdings Inc. 0.03% Reduce -2.6% 8,900 $532K
Marshall Wace, LLP 0.00% Add +57.5% 8,697 $520K
Flow Traders U.S. LLC 0.02% Reduce -57.4% 8,634 $516K
Chase Investment Counsel Corp. 0.16% New 8,517 $508K
Kaizen Financial Strategies 0.26% Add +2.3% 8,388 $501K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.2% 7,573 $452K
Integrity Alliance, Llc. 0.02% New 7,416 $443K
EP Wealth Advisors, LLC 0.00% Add +0.6% 7,416 $443K
Jones Financial Companies LLLP 0.00% Add +34.2% 7,332 $434K
First Heartland Consultants, Inc. 0.04% Add +9.4% 6,605 $395K
Cary Street Partners Financial LLC 0.01% No change 6,364 $380K
Independent Financial Group, LLC 0.01% Reduce -1.9% 5,962 $356K
PFG Investments, LLC 0.02% Add +0.1% 5,766 $344K
Avior Wealth Management, LLC 0.01% Add +0.3% 5,607 $335K
Rothschild Investment LLC 0.02% Reduce -0.9% 5,550 $332K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -24.5% 5,456 $326K
HB Wealth Management, LLC 0.00% Reduce -6.0% 5,413 $323K
Blair William & Co. 0.00% No change 5,329 $318K
Northwestern Mutual Wealth Management Co. 0.00% Add +158.7% 5,182 $310K
Mackenzie Financial Corp. 0.00% Reduce -3.9% 5,160 $308K
Trexquant Investment LP 0.00% New 5,065 $303K
Waterloo Capital, L.P. 0.02% Reduce -10.0% 5,012 $299K
Citizens Financial Group Inc. 0.00% Add +0.3% 4,944 $295K
Jane Street Group, LLC 0.00% New 4,703 $281K
CreativeOne Wealth, LLC 0.01% Reduce -12.1% 4,478 $267K
Segment Wealth Management, LLC 0.02% No change 4,460 $266K
Comerica Bank 0.00% Add +0.2% 4,319 $258K
Pinnacle Family Advisors, LLC 0.12% Reduce -42.6% 4,230 $253K
Fischer Investment Strategies, LLC 0.17% New 4,207 $251K
IFG Advisory, LLC 0.01% New 4,083 $244K
PNC Financial Services Group, Inc. 0.00% Reduce -2.1% 4,065 $243K
American State Bank (Iowa) 0.12% No change 3,753 $224K

"% 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.

Show all 174 holders