SS SPDR S&P Insurance ETFKIEETF

13F holders, Q3 2025 (September 30)
139holders −35
10new positions
45sold out
4famous investors
$59.32avg. 13F price*

At the end of Q3 2025, 139 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, down 35 from Q2 2025. 10 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($88.6M), JPMorgan Chase & Co. ($83.8M) and Goldman Sachs Group Inc. ($80.8M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Insurance ETF
Filed as
SPDR SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$15.9M
Exits45$65.8M

All 13F filers, Q2 2025 → Q3 2025: 2,221,361 shares bought and 3,416,631 shares sold, net −1,195,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

Morgan Stanley 0.01% Add +21.3% 1,493,257 $88.6M
JPMorgan Chase & Co. 0.01% Add +44.3% 1,412,312 $83.8M
Goldman Sachs Group Inc. 0.01% Reduce -20.2% 1,362,834 $80.8M
Citigroup Inc. 0.05% Add +267.0% 1,182,119 $70.1M
J.Safra Asset Management Corp 2.51% Add +3.6% 696,591 $41.3M
Factory Mutual Insurance Co. 0.36% No change 615,100 $36.5M
Two Sigma Investments, LP 0.05% Reduce -32.0% 515,800 $30.6M
Bank of America Corp. 0.00% Reduce -2.8% 406,450 $24.1M
LPL Financial LLC 0.01% Reduce -0.9% 393,708 $23.4M
Kingsview Wealth Management, LLC 0.25% Add +66.0% 277,176 $16.4M
UBS Group AG 0.00% Reduce -35.2% 220,392 $13.1M
Perbak Capital Partners LLP 1.99% New 190,139 $11.3M
Csenge Advisory Group 0.45% Add +148.6% 157,159 $9.3M
Capital Planning Advisors, LLC 1.13% Reduce -2.3% 138,450 $8.2M
Cumberland Advisors Inc. 2.82% Add +89.3% 123,690 $7.3M
Jump Financial, LLC 0.08% Add +934.6% 96,319 $5.7M
Wells Fargo & Company 0.00% Reduce -64.7% 78,975 $4.7M
Lido Advisors, LLC 0.02% Reduce -3.9% 78,755 $4.7M
Triangle Securities Wealth Management 1.05% Add +0.5% 78,257 $4.6M
MML Investors Services, LLC 0.01% Reduce -3.0% 76,899 $4.6M
Tudor Investment Corporation 0.03% Reduce -24.1% 74,061 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -81.1% 64,729 $3.8M
Raymond James Financial Inc. 0.00% Reduce -83.2% 62,767 $3.7M
Tower Research Capital LLC (TRC) 0.08% Reduce -36.1% 48,682 $2.9M
Citadel Advisors 0.00% Add +8.3% 44,122 $2.6M
Royal Bank of Canada 0.00% Reduce -84.8% 43,331 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -80.8% 41,504 $2.5M
HRT Financial LP 0.01% New 41,299 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -4.3% 36,143 $2.1M
Amica Mutual Insurance Co. 0.15% Reduce -23.0% 28,059 $1.7M
Ellis Investment Partners, LLC 0.30% Add +1.8% 27,792 $1.6M
Stifel Financial Corp. 0.00% Add +6.4% 21,083 $1.3M
Spire Wealth Management 0.04% No change 19,794 $1.2M
Global Retirement Partners, LLC 0.02% Reduce -0.1% 18,462 $1.1M
Kestra Advisory Services, LLC 0.00% Reduce -8.0% 17,430 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -21.8% 16,537 $981K
Cetera Investment Advisers 0.00% Add +14.3% 16,196 $961K
Flow Traders U.S. LLC 0.04% Add +85.6% 16,021 $950K
Janney Montgomery Scott LLC 0.00% Reduce -50.5% 15,342 $910K
D. E. Shaw & Co. 0.00% Reduce -73.1% 14,759 $876K
Arkadios Wealth Advisors 0.02% Reduce -7.5% 14,741 $874K
Foronjy Financial LLC 0.36% Add +42.2% 13,938 $827K
FMR LLC 0.00% Reduce -1.0% 13,466 $799K
Toth Financial Advisory Corp. 0.08% Reduce -2.8% 12,241 $726K
Neuberger Berman Group LLC 0.00% No change 12,000 $712K
Jmac Enterprises LLC 0.12% No change 10,611 $629K
Kestra Private Wealth Services, LLC 0.01% Add +1.0% 10,357 $614K
Fifth Third Securities, Inc. 0.04% Add +3.5% 9,776 $580K
Jones Financial Companies LLLP 0.00% Add +24.3% 9,116 $539K
DRW Securities, LLC 0.03% New 9,042 $537K
Rockefeller Capital Management L.P. 0.00% New 9,030 $536K
Merit Financial Group, LLC 0.00% Reduce -39.1% 8,616 $511K
Marshall Investment Management, LLC 0.25% New 7,940 $471K
Concorde Asset Management, LLC 0.19% — 7,735 $455K
Wealthfront Advisers LLC 0.00% Reduce -28.5% 7,417 $440K
Kaizen Financial Strategies 0.19% Reduce -14.8% 7,150 $411K
First Heartland Consultants, Inc. 0.03% Add +1.4% 6,694 $397K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.8% 6,681 $396K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -34.4% 6,317 $379K
Avior Wealth Management, LLC 0.01% Add +13.7% 6,376 $378K
Cary Street Partners Financial LLC 0.01% Reduce -5.0% 6,043 $358K
PFG Investments, LLC 0.02% Add +0.1% 5,769 $342K
HB Wealth Management, LLC 0.00% Add +6.4% 5,760 $342K
Rothschild Investment LLC 0.02% No change 5,550 $329K
Independent Financial Group, LLC 0.01% Reduce -7.2% 5,534 $328K
Renaissance Technologies 0.00% New 5,380 $319K
Blair William & Co. 0.00% No change 5,329 $316K
Citizens Financial Group Inc. 0.00% Add +0.3% 4,958 $294K
Segment Wealth Management, LLC 0.02% No change 4,460 $265K
Trexquant Investment LP 0.00% Reduce -12.2% 4,445 $264K
CreativeOne Wealth, LLC 0.01% Reduce -4.8% 4,264 $253K
BlackRock, Inc. 0.00% New 4,100 $243K
IFG Advisory, LLC 0.01% Add +0.3% 4,095 $243K
Comerica Bank 0.00% Reduce -7.8% 3,981 $236K
PNC Financial Services Group, Inc. 0.00% Reduce -2.6% 3,958 $235K
Susquehanna International Group, LLP 0.00% Reduce -70.9% 3,762 $223K
American State Bank (Iowa) 0.11% No change 3,753 $223K
Jericho Financial, LLP 0.13% Add +1.7% 3,718 $221K
Perennial Investment Advisors, LLC 0.02% No change 3,700 $219K
Running Point Capital Advisors, LLC 0.06% No change 3,621 $215K
Manchester Capital Management LLC 0.03% No change 3,300 $196K
CoreCap Advisors, LLC 0.01% Reduce -2.0% 3,106 $184K
Steward Partners Investment Advisory, LLC 0.00% No change 3,094 $184K
Amica Retiree Medical Trust 0.22% Reduce -24.5% 2,762 $164K
AE Wealth Management LLC 0.00% No change 2,601 $154K
Nova Wealth Management, Inc. 0.11% Reduce -14.3% 2,560 $152K
Bank of Montreal 0.00% Add +1.4% 2,457 $146K
US Bancorp \de 0.00% Add +26.4% 2,153 $128K
Eastern Bank 0.00% No change 2,075 $123K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.4% 1,844 $109K
Crews Bank & Trust 0.01% Reduce -4.8% 1,590 $94K
Macquarie Group Ltd. 0.00% New 1,559 $92K
Ameritas Advisory Services, LLC 0.01% Reduce -1.7% 1,374 $82K
NewEdge Advisors, LLC 0.00% No change 1,177 $70K
AdvisorNet Financial, Inc 0.00% Reduce -35.0% 1,107 $66K
Park Square Financial Group, LLC 0.24% Reduce -20.5% 956 $57K
WPG Advisers, LLC 0.04% No change 900 $53K
Provident Wealth Management, LLC 0.01% No change 800 $47K
AlphaCore Capital LLC 0.00% No change 754 $45K
Activest Wealth Management 0.01% No change 612 $36K

"% 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 139 holders