Private Trust Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Private Trust Company’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	$3.17K	Hold	52	–	–	﹤0.01%	2414
2026 Q1	$2.86K	Sell	52 -221	-81%	-$12.7K	﹤0.01%	2327
2025 Q4	$16.4K	Hold	273	–	–	﹤0.01%	1755
2025 Q3	$16.2K	Buy	273 +52	+24%	+$3.02K	﹤0.01%	1731
2025 Q2	$13.2K	Hold	221	–	–	﹤0.01%	1721
2025 Q1	$13.4K	Hold	221	–	–	﹤0.01%	1703
2024 Q4	$12.5K	Hold	221	–	–	﹤0.01%	1669
2024 Q3	$12.5K	Hold	221	–	–	﹤0.01%	1642
2024 Q2	$11K	Hold	221	–	–	﹤0.01%	1651
2024 Q1	$11.5K	Sell	221 -219	-50%	-$10.6K	﹤0.01%	1615
2023 Q4	$19.9K	Buy	+440	New	+$19.3K	﹤0.01%	1403
2023 Q2	–	Sell	-430	Closed	-$16.9K	–	2338
2023 Q1	$16.9K	Buy	430 +371	+629%	+$15.5K	﹤0.01%	1399
2022 Q4	$2K	Buy	59 +26	+79%	+$1.05K	﹤0.01%	2025
2022 Q3	$1K	Buy	+33	New	+$1.26K	﹤0.01%	1965

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

Private Trust Company's KIE Position: Q2 2026 in Review

Private Trust Company held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 52 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Private Trust Company first reported a position in KIE in Q3 2022 and has held it in 14 quarters since. The position peaked at $19.9K in Q4 2023. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Private Trust Company held 52 shares of State Street SPDR S&P Insurance ETF worth $3.17K as of Q2 2026.
Private Trust Company left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2414 holding.
Private Trust Company first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and has held it in 14 quarters since.
Private Trust Company's State Street SPDR S&P Insurance ETF position peaked at $19.9K in Q4 2023.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.