SPDR S&P INSURANCE ETF (KIE) Institutional Ownership Changes & 13F Activity
SPDR S&P INSURANCE ETF (KIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Perbak Capital Partners Llp, Two Sigma Investments, Lp, Millennium Management Llc, and Qube Research & Technologies Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +54,449 | — | 54,449 | $3.28M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Sell | -867 | -15.7% | 4,667 | $280.72K | Q4 2025 | May 15, 2026 |
| Rhodes Investment Advisors Inc | Buy | +19,770 | — | 19,770 | $1.19M | Q4 2025 | May 13, 2026 |
| Westco Advisory Services Inc | Buy | +3,705 | — | 3,705 | $222.86K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +209 | — | 209 | $12.57K | Q4 2025 | May 12, 2026 |
| Lifetime Wealth Management P.C. | Buy | +74 | — | 74 | $1.06M | Q4 2025 | Mar 09, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +45 | — | 45 | $2.71K | Q4 2025 | Mar 05, 2026 |
| Raymond James Financial Inc | Buy | +53,784 | — | 53,784 | $3.24M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +6,516 | — | 6,516 | $391.94K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,026 | — | 1,026 | $61.71K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +195 | — | 195 | $11.73K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +326,826 | — | 326,826 | $19.66M | Q4 2025 | Feb 17, 2026 |
| Perbak Capital Partners Llp | Buy | +292,505 | — | 292,505 | $17.59M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +281,500 | — | 281,500 | $16.93M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +251,650 | — | 251,650 | $15.14M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +230,474 | — | 230,474 | $13.86M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +212,560 | — | 212,560 | $12.79M | Q4 2025 | Feb 17, 2026 |
| Balyasny Asset Management L.P. | Buy | +184,674 | — | 184,674 | $11.11M | Q4 2025 | Feb 17, 2026 |
| Jain Global Llc | Buy | +139,119 | — | 139,119 | $8.37M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +73,540 | — | 73,540 | $4.42M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +63,201 | — | 63,201 | $3.80M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +25,325 | — | 25,325 | $1.52M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +23,877 | — | 23,877 | $1.44M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +16,796 | — | 16,796 | $1.01M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +15,885 | — | 15,885 | $955.48K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +14,466 | — | 14,466 | $870.12K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +13,962 | — | 13,962 | $839.81K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +10,128 | — | 10,128 | $609.21K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +9,107 | — | 9,107 | $547.79K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +9,010 | — | 9,010 | $541.93K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about KIE activity
Which institutional owners are buying KIE?
Institutional owners buying KIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KIE activity?
"Buy" means an investor increased their reported position in KIE compared to the prior reporting period. This reflects growing exposure to SPDR S&P INSURANCE ETF (KIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KIE increasing?
Institutional interest in KIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.