Perennial Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Perennial Investment Advisors’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	–	Sell	-3,700	Closed	-$223K	–	543
2025 Q4	$223K	Hold	3,700	–	–	0.02%	443
2025 Q3	$219K	Hold	3,700	–	–	0.02%	450
2025 Q2	$221K	Hold	3,700	–	–	0.02%	428
2025 Q1	$224K	Buy	+3,700	New	+$215K	0.03%	381

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 $10.6B AUM 34.1% 1-Year Est. Return

Perennial Investment Advisors's KIE Position: Q1 2026 in Review

Perennial Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 3,700 shares — an estimated $223K sold.

Perennial Investment Advisors first reported a position in KIE in Q1 2025 and held it in 4 quarters. The position peaked at $224K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Perennial Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 3,700 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $223K.
Perennial Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 4 quarters.
Perennial Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $224K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.