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

Marshall Wace’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	-55,867	Closed	-$3.36M	–	3474
2025 Q4	$3.36M	Buy	+55,867	New	+$3.29M	﹤0.01%	1331
2025 Q3	–	Sell	-8,697	Closed	-$520K	–	3161
2025 Q2	$520K	Buy	8,697 +3,175	+57%	+$184K	﹤0.01%	2129
2025 Q1	$334K	Buy	+5,522	New	+$321K	﹤0.01%	2224
2024 Q3	–	Sell	-27,910	Closed	-$1.39M	–	2750
2024 Q2	$1.39M	Buy	+27,910	New	+$1.4M	﹤0.01%	1539
2023 Q3	–	Sell	-208,388	Closed	-$8.52M	–	2456
2023 Q2	$8.52M	Buy	208,388 +106,208	+104%	+$4.23M	0.02%	805
2023 Q1	$4.02M	Buy	+102,180	New	+$4.26M	0.01%	1107

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 $8.89B AUM 25.87% 1-Year Est. Return

Marshall Wace's KIE Position: Q1 2026 in Review

Marshall Wace sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 55,867 shares — an estimated $3.36M sold.

Marshall Wace first reported a position in KIE in Q1 2023 and held it in 6 quarters. The position peaked at $8.52M in Q2 2023. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Marshall Wace reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 55,867 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $3.36M.
Marshall Wace first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 6 quarters.
Marshall Wace's State Street SPDR S&P Insurance ETF position peaked at $8.52M in Q2 2023.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.