J. Safra Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

J. Safra Asset Management’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 Q1	–	Sell	-719,781	Closed	-$43.3M	–	646
2025 Q4	$43.3M	Buy	719,781 +23,190	+3%	+$1.36M	2.27%	14
2025 Q3	$41.3M	Buy	696,591 +24,359	+4%	+$1.42M	2.51%	14
2025 Q2	$40.2M	Buy	672,232 +8,687	+1%	+$505K	2.8%	14
2025 Q1	$40.2M	Buy	663,545 +16,692	+3%	+$971K	3.27%	12
2024 Q4	$36.5M	Buy	+646,853	New	+$37.6M	2.96%	13

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 $235B AUM 32.99% 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 $377B AUM 19.32% 1-Year Est. Return

FMI

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

J. Safra Asset Management's KIE Position: Q1 2026 in Review

J. Safra Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 719,781 shares — an estimated $43.3M sold.

J. Safra Asset Management first reported a position in KIE in Q4 2024 and held it in 5 quarters. The position peaked at $43.3M in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

J. Safra Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 719,781 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $43.3M.
J. Safra Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 5 quarters.
J. Safra Asset Management's State Street SPDR S&P Insurance ETF position peaked at $43.3M in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.