O'Shaughnessy Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

O'Shaughnessy Asset 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	$13.6K	Sell	223 -38	-15%	-$2.18K	﹤0.01%	2416
2026 Q1	$14.4K	Buy	261 +13	+5%	+$747	﹤0.01%	2377
2025 Q4	$14.9K	Hold	248	–	–	﹤0.01%	2368
2025 Q3	$14.7K	Hold	248	–	–	﹤0.01%	2321
2025 Q2	$14.8K	Hold	248	–	–	﹤0.01%	2150
2025 Q1	$15K	Buy	248 +104	+72%	+$6.05K	﹤0.01%	2084
2024 Q4	$8.14K	Buy	144 +38	+36%	+$2.21K	﹤0.01%	2073
2024 Q3	$6.13K	Hold	106	–	–	﹤0.01%	2025
2024 Q2	$5.28K	Hold	106	–	–	﹤0.01%	1879
2024 Q1	$5.52K	Hold	106	–	–	﹤0.01%	1797
2023 Q4	$4.79K	Hold	106	–	–	﹤0.01%	1681
2023 Q3	$4.51K	Hold	106	–	–	﹤0.01%	1572
2023 Q2	$4.33K	Hold	106	–	–	﹤0.01%	1465
2023 Q1	$4.17K	Hold	106	–	–	﹤0.01%	1447
2022 Q4	$4.34K	Hold	106	–	–	﹤0.01%	1361
2022 Q3	$4K	Buy	+106	New	+$4.04K	﹤0.01%	1318

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

O'Shaughnessy Asset Management's KIE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 15% in Q2 2026, selling an estimated $2.18K and leaving 223 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

O'Shaughnessy Asset Management first reported a position in KIE in Q3 2022 and has held it in 16 quarters since. The position peaked at $15K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

O'Shaughnessy Asset Management held 223 shares of State Street SPDR S&P Insurance ETF worth $13.6K as of Q2 2026.
O'Shaughnessy Asset Management sold 38 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $2.18K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2416 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's State Street SPDR S&P Insurance ETF position peaked at $15K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.