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

North Star 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 Q1	$5.5K	Hold	100	–	–	﹤0.01%	1166
2025 Q4	$6.01K	Hold	100	–	–	﹤0.01%	1061
2025 Q3	$5.93K	Hold	100	–	–	﹤0.01%	1005
2025 Q2	$5.97K	Hold	100	–	–	﹤0.01%	975
2025 Q1	$6.05K	Hold	100	–	–	﹤0.01%	948
2024 Q4	$5.65K	Hold	100	–	–	﹤0.01%	978
2024 Q3	$5.67K	Hold	100	–	–	﹤0.01%	948
2024 Q2	$4.98K	Hold	100	–	–	﹤0.01%	927
2024 Q1	$5.21K	Hold	100	–	–	﹤0.01%	966
2023 Q4	$4.52K	Hold	100	–	–	﹤0.01%	959
2023 Q3	$4.25K	Hold	100	–	–	﹤0.01%	974
2023 Q2	$4.09K	Hold	100	–	–	﹤0.01%	998
2023 Q1	$3.94K	Hold	100	–	–	﹤0.01%	1011
2022 Q4	$4.09K	Hold	100	–	–	﹤0.01%	999
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	963
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	975
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1007
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1028
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	991
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	963
2021 Q1	$4K	Buy	+100	New	+$3.51K	﹤0.01%	919

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

North Star Investment Management's KIE Position: Q1 2026 in Review

North Star Investment Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q1 2026 at 100 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

North Star Investment Management first reported a position in KIE in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.05K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

North Star Investment Management held 100 shares of State Street SPDR S&P Insurance ETF worth $5.5K as of Q1 2026.
North Star Investment Management left its State Street SPDR S&P Insurance ETF share count unchanged in Q1 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1166 holding.
North Star Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2021 and has held it in 21 quarters since.
North Star Investment Management's State Street SPDR S&P Insurance ETF position peaked at $6.05K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.