SS SPDR S&P Insurance ETFKIEETF

13F holders, Q1 2026 (March 31)
137holders −13
22new positions
29sold out
2famous investors
$55.05avg. 13F price*

At the end of Q1 2026, 137 institutions reported holding SS SPDR S&P Insurance ETF (KIE) in their 13F filings, down 13 from Q4 2025. 22 opened new positions and 29 sold out. The largest holders were Goldman Sachs Group Inc. ($74.8M), Morgan Stanley ($46.5M) and JPMorgan Chase & Co. ($43.1M). 2 famous investors held it, including 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$59.5M
Exits29$106.7M

All 13F filers, Q4 2025 → Q1 2026: 2,901,472 shares bought and 2,964,447 shares sold, net −62,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

Goldman Sachs Group Inc. 0.01% Reduce -8.5% 1,360,163 $74.8M
Morgan Stanley 0.00% Add +20.8% 846,348 $46.5M
JPMorgan Chase & Co. 0.00% Add +17466.2% 791,355 $43.1M
Citigroup Inc. 0.03% Reduce -20.1% 740,924 $40.8M
BNP Paribas Financial Markets 0.02% New 601,829 $33.1M
Bank of America Corp. 0.00% Add +68.9% 551,932 $30.4M
UBS Group AG 0.00% Add +48.6% 369,149 $20.3M
Two Sigma Investments, LP 0.02% Add +24.1% 349,400 $19.2M
LPL Financial LLC 0.00% Reduce -7.0% 336,516 $18.5M
Factory Mutual Insurance Co. 0.19% Reduce -48.0% 314,550 $17.3M
Barclays PLC 0.01% Add +18380.8% 294,215 $16.2M
Kingsview Wealth Management, LLC 0.21% Add +10.3% 286,126 $15.7M
Perbak Capital Partners LLP 2.83% Reduce -28.6% 208,841 $11.5M
Aster Capital Management (DIFC) Ltd 2.98% New 150,547 $9.1M
Cumberland Advisors Inc. 2.64% Reduce -0.2% 122,680 $6.7M
Citadel Advisors 0.00% Add +611.8% 113,070 $6.2M
Wells Fargo & Company 0.00% Reduce 0.0% 76,911 $4.2M
Triangle Securities Wealth Management 0.95% Reduce -0.6% 76,126 $4.2M
MML Investors Services, LLC 0.01% Reduce -21.4% 61,547 $3.4M
Susquehanna International Group, LLP 0.00% Add +554.9% 59,643 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -9.3% 57,354 $3.2M
Flow Traders U.S. LLC 0.09% New 50,146 $2.8M
Walleye Capital LLC 0.02% New 49,817 $2.7M
Raymond James Financial Inc. 0.00% Reduce -9.9% 48,435 $2.7M
TCP Asset Management, LLC 0.31% New 44,368 $2.4M
Royal Bank of Canada 0.00% Reduce -45.9% 39,809 $2.2M
Brevan Howard Capital Management LP 0.02% New 36,966 $2.0M
XTX Topco Ltd 0.03% New 36,540 $2.0M
Altfest L J & Co. Inc. 0.20% New 33,173 $1.8M
Ellis Investment Partners, LLC 0.25% Reduce -7.0% 25,899 $1.4M
Amica Mutual Insurance Co. 0.12% Reduce -10.2% 25,204 $1.4M
Shaolin Capital Management LLC 0.15% New 25,000 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -33.1% 23,231 $1.3M
Stifel Financial Corp. 0.00% Add +8.0% 22,332 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -8.3% 21,904 $1.2M
Lido Advisors, LLC 0.00% Reduce -73.1% 20,893 $1.1M
Spire Wealth Management 0.04% No change 19,794 $1.1M
Kestra Advisory Services, LLC 0.00% Add +0.8% 17,724 $975K
Rhodes Investment Advisors Inc. 0.82% Reduce -12.1% 17,370 $955K
GTS Securities LLC 0.03% Add +62.7% 16,416 $903K
FMR LLC 0.00% Add +10.8% 16,025 $881K
Cetera Investment Advisers 0.00% Reduce -4.8% 15,992 $880K
Foronjy Financial LLC 0.36% Add +4.8% 15,681 $862K
Kingswood Wealth Advisors, LLC 0.04% Add +306.1% 14,017 $771K
Commonwealth Equity Services, LLC 0.00% Reduce -0.9% 13,868 $763K
Fairvoy Private Wealth, LLC 0.18% New 13,642 $750K
Janney Montgomery Scott LLC 0.00% Reduce -13.8% 13,191 $726K
D. E. Shaw & Co. 0.00% Reduce -94.1% 12,574 $692K
Arkadios Wealth Advisors 0.01% Reduce -12.3% 12,563 $691K
Toth Financial Advisory Corp. 0.07% Add +0.1% 12,274 $675K
Neuberger Berman Group LLC 0.00% No change 12,000 $660K
Kestra Private Wealth Services, LLC 0.01% Add +1.1% 11,126 $612K
Jmac Enterprises LLC 0.11% Reduce -0.5% 10,556 $581K
Rockefeller Capital Management L.P. 0.00% Reduce -1.5% 9,980 $549K
DRW Securities, LLC 0.03% Reduce -92.0% 9,942 $547K
Jones Financial Companies LLLP 0.00% Reduce -1.7% 8,856 $474K
Kaizen Financial Strategies 0.18% Add +2.8% 7,350 $424K
Fifth Third Securities, Inc. 0.03% Reduce -2.2% 7,288 $401K
Wealthfront Advisers LLC 0.00% Reduce -0.3% 7,099 $390K
Zinnia Wealth Advisory, LLC 0.41% Reduce -14.9% 6,683 $368K
Avior Wealth Management, LLC 0.01% Reduce -0.9% 6,354 $349K
EP Wealth Advisors, LLC 0.00% Reduce -6.8% 6,075 $334K
First Heartland Consultants, Inc. 0.03% Reduce -5.3% 6,052 $333K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.7% 5,985 $329K
Cary Street Partners Financial LLC 0.01% Reduce -3.6% 5,828 $321K
HB Wealth Management, LLC 0.00% No change 5,760 $317K
Vertex Investment Solutions Co., Ltd. 0.34% New 5,300 $290K
Rothschild Investment LLC 0.01% Reduce -6.3% 5,200 $286K
PFG Investments, LLC 0.01% Reduce -11.9% 4,980 $274K
Equitable Holdings, Inc. 0.00% Add +11.6% 4,336 $261K
J. Goldman & Co LP 0.01% New 4,521 $249K
CreativeOne Wealth, LLC 0.01% Add +1.4% 4,491 $247K
Segment Wealth Management, LLC 0.01% No change 4,460 $245K
Bank of Montreal 0.00% Reduce -66.6% 4,365 $240K
Blair William & Co. 0.00% No change 4,329 $238K
DV Trading LLC 0.02% New 4,000 $220K
Trexquant Investment LP 0.00% Reduce -28.7% 3,872 $213K
Fifth Third Bancorp 0.00% New 3,859 $212K
Westco Advisory Services Inc. 0.13% No change 3,705 $204K
PNC Financial Services Group, Inc. 0.00% Reduce -10.5% 3,651 $201K
CoreCap Advisors, LLC 0.01% No change 3,415 $188K
BlackRock, Inc. 0.00% Reduce -7.8% 3,333 $183K
Manchester Capital Management LLC 0.03% No change 3,300 $182K
Steward Partners Investment Advisory, LLC 0.00% Reduce -17.0% 3,103 $171K
Parallel Advisors, LLC 0.00% New 2,553 $140K
Marshall Investment Management, LLC 0.06% New 2,173 $120K
Eastern Bank 0.00% No change 2,075 $114K
Nova Wealth Management, Inc. 0.07% Reduce -16.3% 1,999 $110K
US Bancorp \de 0.00% Reduce -18.1% 1,703 $94K
Crews Bank & Trust 0.01% Add +0.3% 1,640 $90K
AlphaCore Capital LLC 0.00% No change 1,535 $84K
AdvisorNet Financial, Inc 0.00% Add +0.5% 1,119 $62K
Allworth Financial LP 0.00% No change 1,042 $57K
NewEdge Advisors, LLC 0.00% No change 1,026 $56K
Cwm, LLC 0.00% Reduce -7.9% 1,000 $55K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.1% 977 $54K
Basso Capital Management, L.P. 0.03% New 912 $50K
Provident Wealth Management, LLC 0.01% No change 800 $44K
Farther Finance Advisors, LLC 0.00% Add +41.9% 583 $32K
IFP Advisors, Inc 0.00% No change 567 $31K

"% 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 137 holders