Raymond James Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Raymond James Financial’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	$2.83M	Sell	46,460 -1,975	-4%	-$113K	﹤0.01%	3236
2026 Q1	$2.66M	Sell	48,435 -5,349	-10%	-$307K	﹤0.01%	3117
2025 Q4	$3.24M	Sell	53,784 -8,983	-14%	-$529K	﹤0.01%	2864
2025 Q3	$3.72M	Sell	62,767 -311,364	-83%	-$18.1M	﹤0.01%	2692
2025 Q2	$22.4M	Sell	374,131 -14,236	-4%	-$827K	0.01%	1288
2025 Q1	$23.5M	Buy	388,367 +66,746	+21%	+$3.88M	0.01%	1184
2024 Q4	$18.2M	Buy	+321,621	New	+$18.7M	0.01%	1399

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

Raymond James Financial's KIE Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 4.1% in Q2 2026, selling an estimated $113K and leaving 46,460 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Raymond James Financial first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.5M in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Raymond James Financial held 46,460 shares of State Street SPDR S&P Insurance ETF worth $2.83M as of Q2 2026.
Raymond James Financial sold 1,975 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $113K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3236 holding.
Raymond James Financial first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street SPDR S&P Insurance ETF position peaked at $23.5M in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.