CI
KIE icon

CX Institutional’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

CX Institutional’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 		– Sell
-121
Closed -$7K – 1616
2026
Q1 		$7K Buy
121
+1
+0.8% +$57 ﹤0.01% 1335
2025
Q4 		$7K Sell
120
-103
-46% -$6.06K ﹤0.01% 1232
2025
Q3 		$13K Sell
223
-2
-0.9% -$116 ﹤0.01% 1162
2025
Q2 		$13K Sell
225
-7,483
-97% -$435K ﹤0.01% 1012
2025
Q1 		$467K Buy
7,708
+7,256
+1,605% +$422K 0.02% 382
2024
Q4 		$25.5K Sell
452
-7,940
-95% -$462K ﹤0.01% 528
2024
Q3 		$476K Buy
+8,392
New +$451K 0.02% 375
2023
Q4 		– Sell
-9,391
Closed -$400K – 558
2023
Q3 		$400K Buy
+9,391
New +$398K 0.02% 356
2023
Q1 		– Sell
-112,486
Closed -$4.61M – 538
2022
Q4 		$4.61M Buy
112,486
+45,020
+67% +$1.82M 0.28% 91
2022
Q3 		$2.44M Buy
67,466
+4,713
+8% +$180K 0.17% 147
2022
Q2 		$2.38M Sell
62,753
-22,840
-27% -$900K 0.18% 141
2022
Q1 		$3.6M Sell
85,593
-6,419
-7% -$259K 0.29% 101
2021
Q4 		$3.71M Buy
92,012
+35,591
+63% +$1.43M 0.3% 103
2021
Q3 		$2.13M Buy
56,421
+56,309
+50,276% +$2.17M 0.17% 138
2021
Q2 		$4K Buy
+112
New +$4.36K ﹤0.01% 878
2020
Q3 		– Sell
-55
Closed -$2K – 900
2020
Q2 		$2K Sell
55
-60,779
-100% -$1.61M ﹤0.01% 751
2020
Q1 		$1.52M Buy
60,834
+28,264
+87% +$922K 0.25% 86
2019
Q4 		$1.15M Buy
32,570
+70
+0.2% +$2.45K 0.2% 103
2019
Q3 		$1.15M Sell
32,500
-15,341
-32% -$529K 0.19% 115
2019
Q2 		$1.63M Buy
47,841
+47,817
+199,238% +$1.57M 0.26% 88
2019
Q1 		$1K Sell
24
-33,714
-100% -$1.03M ﹤0.01% 753
2018
Q4 		$957K Buy
+33,738
New +$1.01M 0.2% 90

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

CX Institutional's KIE Position: Q2 2026 in Review

CX Institutional sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 121 shares — an estimated $7K sold.

CX Institutional first reported a position in KIE in Q4 2018 and held it in 22 quarters. The position peaked at $4.61M in Q4 2022. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • CX Institutional reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 121 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $7K.
  • CX Institutional first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 22 quarters.
  • CX Institutional's State Street SPDR S&P Insurance ETF position peaked at $4.61M in Q4 2022.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.