Jones Financial Companies’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Jones Financial Companies’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	$508K	Sell	8,328 -528	-6%	-$30.2K	﹤0.01%	2214
2026 Q1	$474K	Sell	8,856 -154	-2%	-$8.85K	﹤0.01%	2073
2025 Q4	$542K	Sell	9,010 -106	-1%	-$6.24K	﹤0.01%	1490
2025 Q3	$539K	Buy	9,116 +1,784	+24%	+$104K	﹤0.01%	1364
2025 Q2	$434K	Buy	7,332 +1,867	+34%	+$108K	﹤0.01%	1327
2025 Q1	$329K	Buy	5,465 +1,084	+25%	+$63K	﹤0.01%	1300
2024 Q4	$248K	Buy	4,381 +1,528	+54%	+$88.9K	﹤0.01%	1258
2024 Q3	$161K	Buy	2,853 +1,118	+64%	+$60.1K	﹤0.01%	1215
2024 Q2	$86.5K	Buy	+1,735	New	+$86.9K	﹤0.01%	1094

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

Jones Financial Companies's KIE Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 6% in Q2 2026, selling an estimated $30.2K and leaving 8,328 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Jones Financial Companies first reported a position in KIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $542K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Jones Financial Companies held 8,328 shares of State Street SPDR S&P Insurance ETF worth $508K as of Q2 2026.
Jones Financial Companies sold 528 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $30.2K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2214 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P Insurance ETF in Q2 2024 and has held it in 9 quarters since.
Jones Financial Companies's State Street SPDR S&P Insurance ETF position peaked at $542K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.