Cary Street Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Cary Street Partners’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	$340K	Sell	5,580 -248	-4%	-$14.2K	0.01%	769
2026 Q1	$321K	Sell	5,828 -215	-4%	-$12.4K	0.01%	700
2025 Q4	$363K	Hold	6,043	–	–	0.01%	679
2025 Q3	$358K	Sell	6,043 -321	-5%	-$18.7K	0.01%	646
2025 Q2	$380K	Hold	6,364	–	–	0.01%	617
2025 Q1	$385K	Hold	6,364	–	–	0.01%	592
2024 Q4	$360K	Buy	+6,364	New	+$370K	0.01%	576

Other funds holding KIE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cary Street Partners's KIE Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 4.3% in Q2 2026, selling an estimated $14.2K and leaving 5,580 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #769.

Cary Street Partners first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Cary Street Partners held 5,580 shares of State Street SPDR S&P Insurance ETF worth $340K as of Q2 2026.
Cary Street Partners sold 248 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR S&P Insurance ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #769 holding.
Cary Street Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR S&P Insurance ETF position peaked at $385K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.