Rockefeller Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Rockefeller Capital 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	$589K	Sell	9,655 -325	-3%	-$18.6K	﹤0.01%	2004
2026 Q1	$549K	Sell	9,980 -148	-1%	-$8.51K	﹤0.01%	1931
2025 Q4	$609K	Buy	10,128 +1,098	+12%	+$64.6K	﹤0.01%	1798
2025 Q3	$536K	Buy	+9,030	New	+$525K	﹤0.01%	1737
2023 Q1	–	Sell	-2,403	Closed	-$98K	–	3001
2022 Q4	$98K	Sell	2,403 -122	-5%	-$4.92K	﹤0.01%	2033
2022 Q3	$91K	Sell	2,525 -3,232	-56%	-$123K	﹤0.01%	2042
2022 Q2	$217K	Buy	5,757 +3,494	+154%	+$138K	﹤0.01%	1607
2022 Q1	$95K	Sell	2,263 -122	-5%	-$4.92K	﹤0.01%	2007
2021 Q4	$96K	Sell	2,385 -193	-7%	-$7.73K	﹤0.01%	1960
2021 Q3	$97K	Sell	2,578 -329	-11%	-$12.7K	﹤0.01%	1874
2021 Q2	$112K	Sell	2,907 -94	-3%	-$3.66K	﹤0.01%	1751
2021 Q1	$109K	Sell	3,001 -4,169	-58%	-$146K	﹤0.01%	1557
2020 Q4	$240K	Sell	7,170 -576	-7%	-$18.2K	﹤0.01%	1135
2020 Q3	$217K	Buy	7,746 +634	+9%	+$18.2K	﹤0.01%	1018
2020 Q2	$195K	Buy	7,112 +2,747	+63%	+$72.7K	﹤0.01%	958
2020 Q1	$109K	Sell	4,365 -1,346	-24%	-$43.9K	﹤0.01%	991
2019 Q4	$202K	Buy	5,711 +235	+4%	+$8.21K	﹤0.01%	769
2019 Q3	$193K	Buy	5,476 +849	+18%	+$29.2K	﹤0.01%	639
2019 Q2	$157K	Sell	4,627 -509	-10%	-$16.8K	﹤0.01%	618
2019 Q1	$159K	Buy	+5,136	New	+$157K	﹤0.01%	654

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

Rockefeller Capital Management's KIE Position: Q2 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 3.3% in Q2 2026, selling an estimated $18.6K and leaving 9,655 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Rockefeller Capital Management first reported a position in KIE in Q1 2019 and has held it in 20 quarters since. The position peaked at $609K in Q4 2025. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Rockefeller Capital Management held 9,655 shares of State Street SPDR S&P Insurance ETF worth $589K as of Q2 2026.
Rockefeller Capital Management sold 325 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $18.6K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2004 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and has held it in 20 quarters since.
Rockefeller Capital Management's State Street SPDR S&P Insurance ETF position peaked at $609K in Q4 2025.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.