Rothschild Investment LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Rothschild Investment LLC’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	$317K	Hold	5,200	–	–	0.01%	745
2026 Q1	$286K	Sell	5,200 -350	-6%	-$20.1K	0.01%	560
2025 Q4	$334K	Hold	5,550	–	–	0.02%	468
2025 Q3	$329K	Hold	5,550	–	–	0.02%	457
2025 Q2	$332K	Sell	5,550 -50	-0.9%	-$2.9K	0.02%	406
2025 Q1	$339K	Sell	5,600 -350	-6%	-$20.4K	0.02%	399
2024 Q4	$336K	Hold	5,950	–	–	0.02%	405
2024 Q3	$338K	Hold	5,950	–	–	0.02%	411
2024 Q2	$296K	Hold	5,950	–	–	0.02%	425
2024 Q1	$310K	Buy	+5,950	New	+$288K	0.02%	401

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

Rothschild Investment LLC's KIE Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 5,200 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #745.

Rothschild Investment LLC first reported a position in KIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $339K in Q1 2025. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Rothschild Investment LLC held 5,200 shares of State Street SPDR S&P Insurance ETF worth $317K as of Q2 2026.
Rothschild Investment LLC 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 Rothschild Investment LLC's portfolio in Q2 2026, its #745 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's State Street SPDR S&P Insurance ETF position peaked at $339K in Q1 2025.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.