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 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 $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

Rothschild Investment LLC's KIE Position: Q1 2026 in Review

Rothschild Investment LLC reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 6.3% in Q1 2026, selling an estimated $20.1K and leaving 5,200 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #560.

Rothschild Investment LLC first reported a position in KIE in Q1 2024 and has held it in 9 quarters since. The position peaked at $339K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Rothschild Investment LLC held 5,200 shares of State Street SPDR S&P Insurance ETF worth $286K as of Q1 2026.
Rothschild Investment LLC sold 350 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $20.1K.
State Street SPDR S&P Insurance ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #560 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's State Street SPDR S&P Insurance ETF position peaked at $339K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.