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

Orion 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 Q1	$9.74K	Buy	177 +1	+0.6%	+$57	﹤0.01%	371
2025 Q4	$10.6K	Buy	176 +1	+0.6%	+$59	﹤0.01%	386
2025 Q3	$10.4K	Hold	175	–	–	﹤0.01%	392
2025 Q2	$10.4K	Buy	175 +1	+0.6%	+$58	﹤0.01%	362
2025 Q1	$10.6K	Buy	174 +86	+98%	+$5K	﹤0.01%	352
2024 Q4	$5K	Buy	+88	New	+$5.12K	﹤0.01%	400

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

Orion Capital Management's KIE Position: Q1 2026 in Review

Orion Capital Management increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.57% in Q1 2026, buying an estimated $57 and bringing the position to 177 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Orion Capital Management first reported a position in KIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Orion Capital Management held 177 shares of State Street SPDR S&P Insurance ETF worth $9.74K as of Q1 2026.
Orion Capital Management bought 1 State Street SPDR S&P Insurance ETF share in Q1 2026, an estimated $57.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #371 holding.
Orion Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 6 quarters since.
Orion Capital Management's State Street SPDR S&P Insurance ETF position peaked at $10.6K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.