Osaic Holdings’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Osaic Holdings’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	$1.16M	Sell	19,001 -2,903	-13%	-$166K	﹤0.01%	2860
2026 Q1	$1.2M	Sell	21,904 -1,973	-8%	-$113K	﹤0.01%	2529
2025 Q4	$1.44M	Sell	23,877 -12,266	-34%	-$722K	﹤0.01%	2359
2025 Q3	$2.13M	Sell	36,143 -1,627	-4%	-$94.5K	﹤0.01%	2117
2025 Q2	$2.26M	Buy	37,770 +476	+1%	+$27.7K	﹤0.01%	1798
2025 Q1	$2.26M	Buy	37,294 +9,692	+35%	+$564K	0.01%	1573
2024 Q4	$1.56M	Sell	27,602 -1,840	-6%	-$107K	﹤0.01%	1860
2024 Q3	$1.67M	Buy	29,442 +5,013	+21%	+$270K	﹤0.01%	1856
2024 Q2	$1.22M	Sell	24,429 -16,899	-41%	-$846K	﹤0.01%	2033
2024 Q1	$2.15M	Sell	41,328 -77,277	-65%	-$3.74M	﹤0.01%	1641
2023 Q4	$5.36M	Buy	118,605 +22,355	+23%	+$982K	0.01%	1157
2023 Q3	$4.09M	Buy	96,250 +63,485	+194%	+$2.69M	0.01%	1446
2023 Q2	$1.34M	Sell	32,765 -11,582	-26%	-$461K	﹤0.01%	2220
2023 Q1	$1.75M	Sell	44,347 -64,281	-59%	-$2.68M	﹤0.01%	1940
2022 Q4	$4.45M	Buy	108,628 +51,732	+91%	+$2.09M	0.01%	1181
2022 Q3	$2.06M	Sell	56,896 -21,766	-28%	-$831K	﹤0.01%	1611
2022 Q2	$2.98M	Buy	78,662 +53,225	+209%	+$2.1M	0.01%	1377
2022 Q1	$1M	Buy	25,437 +8,997	+55%	+$363K	﹤0.01%	2578
2021 Q4	$663K	Sell	16,440 -33,574	-67%	-$1.35M	﹤0.01%	2786
2021 Q3	$1.89M	Sell	50,014 -246,514	-83%	-$9.5M	﹤0.01%	1760
2021 Q2	$11.4M	Buy	296,528 +279,024	+1,594%	+$10.9M	0.02%	595
2021 Q1	$641K	Buy	17,504 +429	+3%	+$15.1K	﹤0.01%	2624
2020 Q4	$573K	Sell	17,075 -2,720	-14%	-$85.9K	﹤0.01%	2524
2020 Q3	$553K	Sell	19,795 -3,144	-14%	-$90.1K	﹤0.01%	2340
2020 Q2	$627K	Sell	22,939 -45,167	-66%	-$1.2M	﹤0.01%	2148
2020 Q1	$581K	Buy	+68,106	New	+$2.22M	﹤0.01%	1952

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

Osaic Holdings's KIE Position: Q2 2026 in Review

Osaic Holdings reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 13% in Q2 2026, selling an estimated $166K and leaving 19,001 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Osaic Holdings first reported a position in KIE in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.4M in Q2 2021. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Osaic Holdings held 19,001 shares of State Street SPDR S&P Insurance ETF worth $1.16M as of Q2 2026.
Osaic Holdings sold 2,903 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $166K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2860 holding.
Osaic Holdings first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's State Street SPDR S&P Insurance ETF position peaked at $11.4M in Q2 2021.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.