MAI Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

MAI Capital 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 Q2	–	Sell	-246	Closed	-$13.5K	–	3471
2026 Q1	$13.5K	Sell	246 -356	-59%	-$20.5K	﹤0.01%	2993
2025 Q4	$36.2K	Buy	602 +356	+145%	+$20.9K	﹤0.01%	2207
2025 Q3	$14.6K	Hold	246	–	–	﹤0.01%	2564
2025 Q2	$14.7K	Hold	246	–	–	﹤0.01%	2517
2025 Q1	$14.9K	Buy	246 +222	+925%	+$12.9K	﹤0.01%	2306
2024 Q4	$1.36K	Buy	+24	New	+$1.4K	﹤0.01%	3114

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

MAI Capital Management's KIE Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 246 shares — an estimated $13.5K sold.

MAI Capital Management first reported a position in KIE in Q4 2024 and held it in 6 quarters. The position peaked at $36.2K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

MAI Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 246 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $13.5K.
MAI Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's State Street SPDR S&P Insurance ETF position peaked at $36.2K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.