Bank of Montreal’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bank of Montreal’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
2021 Q2	–	Sell	-360,500	Closed	-$13.5M	–	4318
2021 Q1	$13.5M	Buy	+360,500	New	+$12.6M	0.01%	860

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal's KIE Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 67% in Q1 2026, selling an estimated $501K and leaving 4,365 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Bank of Montreal first reported a position in KIE in Q3 2013 and has held it in 51 quarters since. The position peaked at $76.8M in Q4 2016. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Bank of Montreal held 4,365 shares of State Street SPDR S&P Insurance ETF worth $240K as of Q1 2026.
Bank of Montreal sold 8,720 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $501K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2832 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Insurance ETF in Q3 2013 and has held it in 51 quarters since.
Bank of Montreal's State Street SPDR S&P Insurance ETF position peaked at $76.8M in Q4 2016.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.