Oppenheimer & Co’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Oppenheimer & Co’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
2025 Q2	–	Sell	-3,324	Closed	-$201K	–	1662
2025 Q1	$201K	Buy	+3,324	New	+$193K	﹤0.01%	1454
2024 Q2	–	Sell	-4,157	Closed	-$216K	–	1488
2024 Q1	$216K	Buy	+4,157	New	+$201K	﹤0.01%	1309
2022 Q2	–	Sell	-19,295	Closed	-$811K	–	1485
2022 Q1	$811K	Sell	19,295 -16,972	-47%	-$684K	0.01%	827
2021 Q4	$1.46M	Buy	+36,267	New	+$1.45M	0.03%	623

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oppenheimer & Co's KIE Position: Q2 2025 in Review

Oppenheimer & Co sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 3,324 shares — an estimated $201K sold.

Oppenheimer & Co first reported a position in KIE in Q4 2021 and held it in 4 quarters. The position peaked at $1.46M in Q4 2021. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Oppenheimer & Co reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Oppenheimer & Co sold 3,324 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $201K.
Oppenheimer & Co first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and held it in 4 quarters.
Oppenheimer & Co's State Street SPDR S&P Insurance ETF position peaked at $1.46M in Q4 2021.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.