KIE vs SPMD: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF
State Street (SPDR) · 399 holdings · $18.5B · as of 2026-08-06
How similar are KIE and SPMD?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF (SPMD, by State Street (SPDR)) holds 399. They have 15 holdings in common, and by portfolio weight the two funds are 3.7% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 3.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 15KIE holds 53 · SPMD holds 399
- Weight in Shared Holdings
- KIE 28%·SPMD 4%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in KIE
38 of 53 positions (71.5% of the fund) are not held by SPMD. Showing the top 30 by weight.
Sector Breakdown
| Sector | KIE | SPMD |
|---|---|---|
| Financials | 98.3% | 16.1% |
| Industrials | 0.0% | 26.0% |
| Information Technology | 0.0% | 15.7% |
| Consumer Discretionary | 0.0% | 11.7% |
| Health Care | 1.6% | 10.3% |
| Other Sectors | 0.0% | 25.8% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| KIE | +0.2% | +8.3% | +16.0% | +16.1% | +12.6% | +12.3% | 1.51% |
| SPMD | +3.1% | +18.5% | +26.0% | +14.6% | +9.1% | +11.3% | 1.19% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in KIE vs SPMD →
Shared Holdings(15)
The top 10 shared positions account for 81% of the overlap, led by RGA, RNR and FNF.
 RGAReinsurance Group of America, Incorporated COM NEW | 1.93% | 0.43% | 0.43% |
|---|---|---|---|
 RNRRenaissancere Holdings Ltd. COM USD1 | 1.84% | 0.38% | 0.38% |
 FNFFidelity National Financial Inc. - FNF Group | 1.85% | 0.37% | 0.37% |
 UNMUnum Group COM | 1.66% | 0.36% | 0.36% |
 PRIPrimerica, Inc. COM | 1.98% | 0.28% | 0.28% |
 AFGAmerican Financial Group, Inc. COM | 1.86% | 0.28% | 0.28% |
 ORIOld Republic International Corporation COM | 1.90% | 0.27% | 0.27% |
 KNSLKinsale Capital Group Inc COM | 2.01% | 0.23% | 0.23% |
 THGThe Hanover Insurance Group, Inc. COM | 1.97% | 0.22% | 0.22% |
 FAFFirst American Financial Corporation COM | 1.91% | 0.21% | 0.21% |
 RLIRLI Corp COM | 2.00% | 0.16% | 0.16% |
 SIGISelective Insurance Group Inc. COM | 1.78% | 0.16% | 0.16% |
 CNOCNO Financial Group, Inc. COM | 1.88% | 0.14% | 0.14% |
 RYANRyan Specialty Holdings, Inc., Class A | 2.15% | 0.14% | 0.14% |
 BHFBrighthouse Financial Inc. COM | 1.65% | 0.10% | 0.10% |
Frequently Asked Questions
How much do KIE and SPMD overlap?
KIE and SPMD overlap by 3.7% of portfolio weight. They share 15 holdings (KIE holds 53 positions and SPMD holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and SPMD?
The two portfolios are 3.7% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of KIE and SPMD?
The largest positions held by both funds are RGA, RNR, FNF, UNM and PRI. Together the top 10 shared positions account for 81% of the total overlap.
What does KIE own that SPMD doesn't?
38 positions (71.5% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 384 positions (101.9% of SPMD) are unique to SPMD.