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Disclosery

KIE SPDR SERIES TRUST

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ST STR SP INS (fund)

148 managers (150 13F filers) reported a position in KIE shares at 2025-12-31, 8,804,986 shares in all. 24 filers opened a position and 22 filers sold out during the quarter.

Managers
148
13F filers
150
New
24
Added
38
Reduced
43
Sold out
22
Shares held by filers
8,804,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,486,296$89.4M0.01%+123,46213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC927,695$55.8M0.04%-254,42413F-HRTimelineGroup
J.Safra Asset Management Corp719,781$43.3M2.27%+23,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY700,455$42.1M<0.01%-792,80213F-HR/ATimelineGroup
FACTORY MUTUAL INSURANCE CO605,150$36.4M0.37%-9,95013F-HRTimeline
LPL Financial LLC361,980$21.8M0.01%-31,72813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/326,826$19.7M<0.01%-79,62413F-HRTimelineGroup
Perbak Capital Partners LLP292,505$17.6M5.37%+102,36613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP281,500$16.9M0.03%-234,30013F-HRTimelineGroup
Kingsview Wealth Management, LLC259,489$15.6M0.22%-17,68713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC251,650$15.1M0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding248,450$14.9M+28,058Timeline
Qube Research & Technologies Ltd230,474$13.9M0.02%+230,32513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.212,560$12.8M0.01%+197,80113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management184,674$11.1M0.02%new13F-HRTimelineGroup
Jain Global LLC139,119$8.37M0.08%new13F-HRTimeline
DRW Securities, LLC124,042$7.46M0.57%+115,00013F-HRTimeline
CUMBERLAND ADVISORS INC122,910$7.39M2.8%-78013F-HRTimeline
MML INVESTORS SERVICES, LLC78,275$4.71M0.01%+1,37613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,913$4.63M<0.01%-2,06213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC77,711$4.61M0.02%-1,04413F-HRTimelineGroup
Triangle Securities Wealth Management76,553$4.6M0.97%-1,70413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,540$4.42M<0.01%+30,20913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,201$3.8M<0.01%-1,52813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP55,867$3.36M<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC54,449$3.28M0.23%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,784$3.24M<0.01%-8,98313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,741$2.09M<0.01%-6,76313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.33,786$2.03M0.02%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding28,583$1.72M+796Timeline
AMICA MUTUAL INSURANCE CO28,059$1.69M0.15%013F-HRTimeline
Ellis Investment Partners, LLC27,851$1.68M0.29%+5913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,325$1.52M0.04%-23,35713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,877$1.44M<0.01%-12,26613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,688$1.24M<0.01%-39513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,794$1.19M0.04%013F-HRTimelineGroup
RHODES INVESTMENT ADVISORS INC /ADV19,770$1.19M0.96%13F-HRTimeline
Global Retirement Partners, LLC17,863$1.07M0.02%-59913F-HRTimeline
Cetera Investment Advisers16,796$1.01M<0.01%+60013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,885$955K<0.01%-28,23713F-HRTimelineGroup
Janney Montgomery Scott LLC15,312$921K<0.01%-3013F-HRTimeline
FORONJY FINANCIAL LLC14,957$900K0.38%+1,01913F-HRTimeline
FMR LLCin group FMR LLC14,466$870K<0.01%+1,00013F-HRTimelineGroup
Arkadios Wealth Advisors14,333$862K0.02%-40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,999$842K<0.01%-2,53813F-HRTimeline
TWO SIGMA SECURITIES, LLC13,962$840K0.12%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,085$787K<0.01%+10,62813F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC12,466$750K0.61%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12,257$737K0.08%+1613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,000$722K<0.01%013F-HRTimelineGroup
JMAC ENTERPRISES LLC10,611$638K0.12%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,128$609K<0.01%+1,09813F-HR/ATimelineGroup
GTS SECURITIES LLC10,088$607K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,107$548K<0.01%+5,34513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,010$542K<0.01%-10613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC8,978$540K0.01%-87,34113F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd8,689$523K0.01%new13F-HRTimeline
Zinnia Wealth Advisory, LLC7,849$472K0.51%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,454$448K0.03%-2,32213F-HRTimelineGroup
Kaizen Financial Strategies7,150$430K0.19%013F-HRTimeline
Wealthfront Advisers LLC7,121$428K<0.01%-29613F-HRTimeline
Cambridge Investment Research Advisors,…6,855$412K<0.01%+17413F-HRTimeline
EP Wealth Advisors, LLC6,516$392K<0.01%13F-HRTimeline
Avior Wealth Management, LLC6,409$385K0.01%+3313F-HRTimeline
First Heartland Consultants, Inc.6,394$385K0.03%-30013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,043$363K0.01%013F-HRTimelineGroup
HB Wealth Management, LLC5,760$346K<0.01%013F-HRTimeline
PFG Investments, LLC5,650$340K0.02%-11913F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,550$334K0.02%013F-HRTimeline
Trexquant Investment LP5,433$327K<0.01%+98813F-HRTimeline
Pinnacle Family Advisors, LLC5,300$319K0.14%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,714$283K<0.01%-1,60313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,667$281K0.01%-86713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,505$271K<0.01%-1,407,80713F-HRTimelineGroup
Segment Wealth Management, LLC4,460$268K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,430$266K0.01%+16613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,329$260K<0.01%-1,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,150$250K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,079$245K<0.01%+9813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,078$245K<0.01%+12013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,887$234K<0.01%new13F-HRTimelineGroup
American State Bank (Iowa)3,753$226K0.11%013F-HRTimeline
Steward Partners Investment Advisory, L…3,738$225K<0.01%+64413F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV3,705$223K0.14%13F-HRTimeline
Perennial Investment Advisors, LLC3,700$223K0.02%013F-HRTimeline
Merit Financial Group, LLC3,622$218K<0.01%-4,99413F-HRTimeline
Running Point Capital Advisors, LLC3,621$218K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,617$218K<0.01%-48313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC3,452$208K0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,415$205K0.01%+30913F-HRTimeline
FineMark National Bank & Trust3,379$203K0.01%new13F-HRTimeline
Manchester Capital Management LLC3,300$198K0.03%013F-HRTimeline
Nova Wealth Management, Inc.2,387$144K0.1%-17313F-HRTimeline
IFC & Insurance Marketing, Inc.2,260$136K0.13%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,079$125K<0.01%-7413F-HRTimelineGroup
EASTERN BANK2,075$125K<0.01%013F-HRTimeline
Crews Bank & Trust1,635$98.3K0.01%+4513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,592$95.8K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC1,535$92.3K<0.01%+78113F-HRTimeline
AdvisorNet Financial, Inc1,113$66.9K<0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC1,086$65K<0.01%+1,00013F-HRTimelineGroup
Allworth Financial LP1,042$62.7K<0.01%+98513F-HRTimeline
NewEdge Advisors, LLC1,026$61.7K<0.01%-15113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,019$61.3K<0.01%-82513F-HR/ATimelineGroup
WPG Advisers, LLC900$54.1K0.04%013F-HRTimeline
Provident Wealth Management, LLC800$48.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…788$47.4K<0.01%+34013F-HRTimeline
Silicon Valley Capital Partners614$37K<0.01%+313F-HRTimeline
Activest Wealth Management612$36.8K0.01%013F-HRTimeline
MAI Capital Management602$36.2K<0.01%+35613F-HRTimeline
IFP Advisors, Inc567$34.1K<0.01%013F-HRTimeline
AE Wealth Management LLC501$30.1K<0.01%-2,10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/458$27.5K<0.01%+4613F-HRTimelineGroup
Farther Finance Advisors, LLC411$24.7K<0.01%+36013F-HRTimeline
Fourth Dimension Wealth, LLC403$24.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…397$23.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.396$23.8K<0.01%new13F-HRTimeline
Wellington Grp LLC339$20.4K0.01%13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC290$17.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA273$16.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC261$15.7K<0.01%-26313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…258$15.5K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC250$15K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC248$14.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.209$12.6K<0.01%-16313F-HRTimeline
LANARK FINANCIAL, INC.200$12K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …195$11.7K0.01%13F-HRTimeline
Orion Capital Management LLC176$10.6K<0.01%+113F-HRTimeline
Key Capital Management, INC176$10.6K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton167$10K<0.01%013F-HRTimeline
Quantbot Technologies LP144$8.66K<0.01%new13F-HRTimeline
CX Institutional120$7K<0.01%-10313F-HRTimeline
Smartleaf Asset Management LLC111$6.73K<0.01%-23513F-HRTimeline
Godfrey Financial Associates, Inc.104$6.26K0.01%13F-HRTimeline
CURIO WEALTH, LLC100$6.1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.100$6.01K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$6.01K<0.01%013F-HRTimeline
Sound Income Strategies, LLC93$5.44K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…89$5.33K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.78$4.69K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT55$3.28K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…45$2.71K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC43$2.59K<0.01%new13F-HRTimeline
Luminist Capital LLC28$1.68K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division24$1.44K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$361<0.01%013F-HRTimeline
Larson Financial Group LLC5$324<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$60<0.01%013F-HRTimelineGroup