SS SPDR S&P Insurance ETFKIEETF

13F holders, Q4 2025 (December 31)
150holders +11
24new positions
22sold out
3famous investors
$60.14avg. 13F price*

At the end of Q4 2025, 150 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, up 11 from Q3 2025. 24 opened new positions and 22 sold out. The largest holders were Goldman Sachs Group Inc. ($89.4M), Citigroup Inc. ($55.8M) and J.Safra Asset Management Corp ($43.3M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Insurance ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$46.7M
Exits22$27.6M

All 13F filers, Q3 2025 → Q4 2025: 1,654,417 shares bought and 3,488,607 shares sold, net −1,834,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

Goldman Sachs Group Inc. 0.01% Add +9.1% 1,486,296 $89.4M
Citigroup Inc. 0.04% Reduce -21.5% 927,695 $55.8M
J.Safra Asset Management Corp 2.27% Add +3.3% 719,781 $43.3M
Morgan Stanley 0.00% Reduce -53.1% 700,455 $42.1M
Factory Mutual Insurance Co. 0.37% Reduce -1.6% 605,150 $36.4M
LPL Financial LLC 0.01% Reduce -8.1% 361,980 $21.8M
Bank of America Corp. 0.00% Reduce -19.6% 326,826 $19.7M
Perbak Capital Partners LLP 5.37% Add +53.8% 292,505 $17.6M
Two Sigma Investments, LP 0.03% Reduce -45.4% 281,500 $16.9M
Kingsview Wealth Management, LLC 0.22% Reduce -6.4% 259,489 $15.6M
Millennium Management 0.01% New 251,650 $15.1M
UBS Group AG 0.00% Add +12.7% 248,383 $14.9M
Qube Research & Technologies Ltd 0.02% Add +154580.5% 230,474 $13.9M
D. E. Shaw & Co. 0.01% Add +1340.2% 212,560 $12.8M
Balyasny Asset Management L.P. 0.02% New 184,674 $11.1M
Jain Global LLC 0.09% New 139,119 $8.4M
DRW Securities, LLC 0.57% Add +1271.8% 124,042 $7.5M
Cumberland Advisors Inc. 2.80% Reduce -0.6% 122,910 $7.4M
MML Investors Services, LLC 0.01% Add +1.8% 78,275 $4.7M
Wells Fargo & Company 0.00% Reduce -2.6% 76,913 $4.6M
Lido Advisors, LLC 0.02% Reduce -1.3% 77,711 $4.6M
Triangle Securities Wealth Management 0.97% Reduce -2.2% 76,553 $4.6M
Royal Bank of Canada 0.00% Add +69.7% 73,540 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -2.4% 63,201 $3.8M
Marshall Wace, LLP 0.00% New 55,867 $3.4M
Arete Wealth Advisors, LLC 0.23% New 54,449 $3.3M
Raymond James Financial Inc. 0.00% Reduce -14.3% 53,784 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -16.3% 34,741 $2.1M
Jefferies Financial Group Inc. 0.02% New 33,786 $2.0M
Amica Mutual Insurance Co. 0.15% No change 28,059 $1.7M
Ellis Investment Partners, LLC 0.29% Add +0.2% 27,851 $1.7M
Tower Research Capital LLC (TRC) 0.04% Reduce -48.0% 25,325 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -33.9% 23,877 $1.4M
Stifel Financial Corp. 0.00% Reduce -1.9% 20,688 $1.2M
Spire Wealth Management 0.04% No change 19,794 $1.2M
Rhodes Investment Advisors Inc. 0.96% — 19,770 $1.2M
Global Retirement Partners, LLC 0.02% Reduce -3.2% 17,863 $1.1M
Kestra Advisory Services, LLC 0.00% Add +0.9% 17,582 $1.1M
Cetera Investment Advisers 0.00% Add +3.7% 16,796 $1.0M
Citadel Advisors 0.00% Reduce -64.0% 15,885 $955K
Janney Montgomery Scott LLC 0.00% Reduce -0.2% 15,312 $921K
Foronjy Financial LLC 0.38% Add +7.3% 14,957 $900K
FMR LLC 0.00% Add +7.4% 14,466 $870K
Arkadios Wealth Advisors 0.02% Reduce -2.8% 14,333 $862K
Commonwealth Equity Services, LLC 0.00% Reduce -15.3% 13,999 $842K
Two Sigma Securities, LLC 0.12% New 13,962 $840K
Bank of Montreal 0.00% Add +432.6% 13,085 $787K
Blue Jean Financial LLC 0.61% — 12,466 $750K
Toth Financial Advisory Corp. 0.08% Add +0.1% 12,257 $737K
Neuberger Berman Group LLC 0.00% No change 12,000 $722K
Kestra Private Wealth Services, LLC 0.01% Add +6.2% 11,001 $662K
Jmac Enterprises LLC 0.12% No change 10,611 $638K
Rockefeller Capital Management L.P. 0.00% Add +12.2% 10,128 $609K
GTS Securities LLC 0.02% New 10,088 $607K
Susquehanna International Group, LLP 0.00% Add +142.1% 9,107 $548K
Jones Financial Companies LLLP 0.00% Reduce -1.2% 9,010 $542K
Jump Financial, LLC 0.01% Reduce -90.7% 8,978 $540K
Y-Intercept (Hong Kong) Ltd 0.01% New 8,689 $523K
Zinnia Wealth Advisory, LLC 0.51% — 7,849 $472K
Fifth Third Securities, Inc. 0.03% Reduce -23.8% 7,454 $448K
Kaizen Financial Strategies 0.19% No change 7,150 $430K
Wealthfront Advisers LLC 0.00% Reduce -4.0% 7,121 $428K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.6% 6,855 $412K
EP Wealth Advisors, LLC 0.00% — 6,516 $392K
Avior Wealth Management, LLC 0.01% Add +0.5% 6,409 $385K
First Heartland Consultants, Inc. 0.03% Reduce -4.5% 6,394 $385K
Cary Street Partners Financial LLC 0.01% No change 6,043 $363K
HB Wealth Management, LLC 0.00% No change 5,760 $346K
PFG Investments, LLC 0.02% Reduce -2.1% 5,650 $340K
Rothschild Investment LLC 0.02% No change 5,550 $334K
Trexquant Investment LP 0.00% Add +22.2% 5,433 $327K
Pinnacle Family Advisors, LLC 0.14% New 5,300 $319K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.4% 4,714 $283K
Independent Financial Group, LLC 0.01% Reduce -15.7% 4,667 $281K
JPMorgan Chase & Co. 0.00% Reduce -99.7% 4,505 $271K
Segment Wealth Management, LLC 0.02% No change 4,460 $268K
CreativeOne Wealth, LLC 0.01% Add +3.9% 4,430 $266K
Blair William & Co. 0.00% Reduce -18.8% 4,329 $260K
Jane Street Group, LLC 0.00% New 4,150 $250K
Comerica Bank 0.00% Add +2.5% 4,079 $245K
PNC Financial Services Group, Inc. 0.00% Add +3.0% 4,078 $245K
Equitable Holdings, Inc. 0.00% New 3,887 $234K
American State Bank (Iowa) 0.11% No change 3,753 $226K
Steward Partners Investment Advisory, LLC 0.00% Add +20.8% 3,738 $225K
Westco Advisory Services Inc. 0.14% — 3,705 $223K
Perennial Investment Advisors, LLC 0.02% No change 3,700 $223K
Merit Financial Group, LLC 0.00% Reduce -58.0% 3,622 $218K
Running Point Capital Advisors, LLC 0.06% No change 3,621 $218K
BlackRock, Inc. 0.00% Reduce -11.8% 3,617 $218K
Kingswood Wealth Advisors, LLC 0.01% New 3,452 $208K
CoreCap Advisors, LLC 0.01% Add +9.9% 3,415 $205K
FineMark National Bank & Trust 0.01% New 3,379 $203K
Manchester Capital Management LLC 0.03% No change 3,300 $198K
Nova Wealth Management, Inc. 0.10% Reduce -6.8% 2,387 $144K
IFC & Insurance Marketing, Inc. 0.13% — 2,260 $136K
US Bancorp \de 0.00% Reduce -3.4% 2,079 $125K
Eastern Bank 0.00% No change 2,075 $125K
Crews Bank & Trust 0.01% Add +2.8% 1,635 $98K
Barclays PLC 0.00% New 1,592 $96K
AlphaCore Capital LLC 0.00% Add +103.6% 1,535 $92K
AdvisorNet Financial, Inc 0.00% Add +0.5% 1,113 $67K
Cwm, LLC 0.00% Add +1162.8% 1,086 $65K
Allworth Financial LP 0.00% Add +1728.1% 1,042 $63K
NewEdge Advisors, LLC 0.00% Reduce -12.8% 1,026 $62K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -44.7% 1,019 $61K
WPG Advisers, LLC 0.04% No change 900 $54K
Provident Wealth Management, LLC 0.01% No change 800 $48K
Federation des caisses Desjardins du Quebec 0.00% Add +75.9% 788 $47K
Silicon Valley Capital Partners 0.00% Add +0.5% 614 $37K
Activest Wealth Management 0.01% No change 612 $37K
MAI Capital Management 0.00% Add +144.7% 602 $36K
IFP Advisors, Inc 0.00% No change 567 $34K
AE Wealth Management LLC 0.00% Reduce -80.7% 501 $30K
National Bank of Canada 0.00% Add +11.2% 458 $28K
Farther Finance Advisors, LLC 0.00% Add +705.9% 411 $25K
Fourth Dimension Wealth, LLC 0.01% No change 403 $24K
Russell Investments Group, Ltd. 0.00% No change 397 $24K
Harbour Investments, Inc. 0.00% New 396 $24K
Wellington Grp LLC 0.01% — 339 $20K
Assetmark, Inc. 0.00% New 290 $17K
Private Trust Co. NA 0.00% No change 273 $16K
GoalVest Advisory LLC 0.00% Reduce -50.2% 261 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 258 $16K
Flagship Harbor Advisors, LLC 0.00% New 250 $15K
O'shaughnessy Asset Management, LLC 0.00% No change 248 $15K
Strategic Wealth Partners, Ltd. 0.00% Reduce -43.8% 209 $13K
Lanark Financial, Inc. 0.00% No change 200 $12K
Garton & Associates Financial Advisors LLC 0.01% — 195 $12K
Orion Capital Management LLC 0.00% Add +0.6% 176 $11K
Key Capital Management, INC 0.01% — 176 $11K
Rosenberg Matthew Hamilton 0.00% No change 167 $10K
Quantbot Technologies LP 0.00% New 144 $9K
CX Institutional 0.00% Reduce -46.2% 120 $7K
Smartleaf Asset Management LLC 0.00% Reduce -67.9% 111 $7K
Godfrey Financial Associates, Inc. 0.01% — 104 $6K
Curio Wealth, LLC 0.00% New 100 $6K
North Star Investment Management Corp. 0.00% No change 100 $6K
Aptus Capital Advisors, LLC 0.00% No change 100 $6K
Sound Income Strategies, LLC 0.00% No change 93 $5K
International Assets Investment Management, LLC 0.00% New 89 $5K
CIBC Private Wealth Group LLC 0.00% No change 78 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 67 $4K
Hollencrest Capital Management 0.00% No change 55 $3K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 45 $3K
Harbor Investment Advisory, LLC 0.00% New 43 $3K
Luminist Capital LLC 0.00% No change 28 $2K
Central Pacific Bank - Trust Division 0.00% No change 24 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 6 $361
Larson Financial Group LLC 0.00% No change 5 $324
Huntington National Bank 0.00% No change 1 $60

"% 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.