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 Q2	$10.8K	Buy	178 +1	+0.6%	+$57	﹤0.01%	397
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 $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

Orion Capital Management's KIE Position: Q2 2026 in Review

Orion Capital Management increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.56% in Q2 2026, buying an estimated $57 and bringing the position to 178 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Orion Capital Management first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Orion Capital Management held 178 shares of State Street SPDR S&P Insurance ETF worth $10.8K as of Q2 2026.
Orion Capital Management bought 1 State Street SPDR S&P Insurance ETF share in Q2 2026, an estimated $57.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #397 holding.
Orion Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.