AssetMark Inc
KIE icon

AssetMark Inc’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

AssetMark Inc’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8K Buy
390
+100
+34% +$5.73K ﹤0.01% 2106
2026
Q1 		$15.9K Hold
290
– – ﹤0.01% 2139
2025
Q4 		$17.4K Buy
+290
New +$17.1K ﹤0.01% 2042
2023
Q2 		– Sell
-12
Closed -$472 – 1629
2023
Q1 		$472 Buy
+12
New +$500 ﹤0.01% 1496
2021
Q4 		– Sell
-440
Closed -$17K – 1585
2021
Q3 		$17K Sell
440
-3,951,820
-100% -$152M ﹤0.01% 966
2021
Q2 		$152M Buy
+3,952,260
New +$154M 0.71% 37
2021
Q1 		– Sell
-3
Closed – – 1446
2020
Q4 		$0 Buy
+3
New +$95 ﹤0.01% 1451
2019
Q3 		– Sell
-2,215,327
Closed -$75.3M – 1368
2019
Q2 		$75.3M Buy
+2,215,327
New +$72.9M 0.61% 41
2018
Q4 		– Sell
-133
Closed -$4K – 1495
2018
Q3 		$4K Sell
133
-27
-17% -$852 ﹤0.01% 1196
2018
Q2 		$5K Sell
160
-2,271,815
-100% -$69.7M ﹤0.01% 1164
2018
Q1 		$70.5M Buy
2,271,975
+115,772
+5% +$3.59M 0.73% 41
2017
Q4 		$66.2M Buy
2,156,203
+2,156,044
+1,356,003% +$66.2M 0.68% 41
2017
Q3 		$5K Buy
159
+126
+382% +$3.76K ﹤0.01% 1147
2017
Q2 		$1K Sell
33
-3,182,232
-100% -$91.6M ﹤0.01% 1307
2017
Q1 		$91.2M Buy
3,182,265
+3,182,202
+5,051,114% +$90.6M 1.2% 22
2016
Q4 		$2K Buy
+63
New +$1.65K ﹤0.01% 1142

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AssetMark Inc's KIE Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR S&P Insurance ETF (KIE) stake by 34% in Q2 2026, buying an estimated $5.73K and bringing the position to 390 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

AssetMark Inc first reported a position in KIE in Q4 2016 and has held it in 16 quarters since. The position peaked at $152M in Q2 2021. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • AssetMark Inc held 390 shares of State Street SPDR S&P Insurance ETF worth $23.8K as of Q2 2026.
  • AssetMark Inc bought 100 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $5.73K.
  • State Street SPDR S&P Insurance ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2106 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and has held it in 16 quarters since.
  • AssetMark Inc's State Street SPDR S&P Insurance ETF position peaked at $152M in Q2 2021.
  • 144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.