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 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 $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 $8.89B AUM 25.87% 1-Year Est. Return

Rockefeller Capital Management's KIE Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 1.5% in Q1 2026, selling an estimated $8.51K and leaving 9,980 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Rockefeller Capital Management first reported a position in KIE in Q1 2019 and has held it in 19 quarters since. The position peaked at $609K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Rockefeller Capital Management held 9,980 shares of State Street SPDR S&P Insurance ETF worth $549K as of Q1 2026.
Rockefeller Capital Management sold 148 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $8.51K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1931 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and has held it in 19 quarters since.
Rockefeller Capital Management's State Street SPDR S&P Insurance ETF position peaked at $609K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.