Marshall Investment Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Marshall Investment 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	$35.3K	Sell	579 -1,594	-73%	-$91.3K	0.01%	146
2026 Q1	$120K	Buy	+2,173	New	+$125K	0.06%	91
2025 Q4	–	Sell	-7,940	Closed	-$471K	–	79
2025 Q3	$471K	Buy	+7,940	New	+$461K	0.25%	54
2025 Q2	–	Sell	-23,049	Closed	-$1.4M	–	127
2025 Q1	$1.4M	Sell	23,049 -1,302	-5%	-$75.7K	0.87%	38
2024 Q4	$1.38M	Buy	+24,351	New	+$1.42M	0.81%	38

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

Marshall Investment Management's KIE Position: Q2 2026 in Review

Marshall Investment Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 73% in Q2 2026, selling an estimated $91.3K and leaving 579 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #146.

Marshall Investment Management first reported a position in KIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Marshall Investment Management held 579 shares of State Street SPDR S&P Insurance ETF worth $35.3K as of Q2 2026.
Marshall Investment Management sold 1,594 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $91.3K.
State Street SPDR S&P Insurance ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #146 holding.
Marshall Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's State Street SPDR S&P Insurance ETF position peaked at $1.4M in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

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