KIE vs SPY: Holdings Overlap
KIEState Street® SPDR® S&P® Insurance ETF
State Street (SPDR) · 53 holdings · $660M · as of 2026-08-06
SPYState Street® SPDR® S&P 500® ETF Trust
State Street (SPDR) · 504 holdings · $812.0B · as of 2026-08-06
How similar are KIE and SPY?
State Street® SPDR® S&P® Insurance ETF (KIE, by State Street (SPDR)) holds 53 positions; State Street® SPDR® S&P 500® ETF Trust (SPY, by State Street (SPDR)) holds 504. They have 23 holdings in common, and by portfolio weight the two funds are 1.7% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.7%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23KIE holds 53 · SPY holds 504
- Weight in Shared Holdings
- KIE 43%·SPY 2%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
30 of 53 positions (56.5% of the fund) are not held by SPY.
Sector Breakdown
| Sector | KIE | SPY |
|---|---|---|
| Financials | 98.3% | 12.3% |
| Information Technology | 0.0% | 37.6% |
| Communication Services | 0.0% | 9.7% |
| Consumer Discretionary | 0.0% | 9.3% |
| Health Care | 1.6% | 8.9% |
| Other Sectors | 0.0% | 22.1% |
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% |
| SPY | +3.4% | +14.0% | +23.7% | +21.2% | +13.3% | +15.3% | 0.97% |
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 SPY →
Shared Holdings(23)
The top 10 shared positions account for 72% of the overlap, led by CB, PGR and MRSH.
 CBChubb Ltd. Switzerland ORD CHF24.15 | 1.79% | 0.19% | 0.19% |
|---|---|---|---|
 PGRThe Progressive Corporation COM | 1.77% | 0.19% | 0.19% |
 MRSHMarsh & McLennan Companies, Inc. COM | 1.94% | 0.14% | 0.14% |
 TRVTravelers Companies, Inc. COM | 2.13% | 0.12% | 0.12% |
 AONAon plc, Class A | 1.80% | 0.12% | 0.12% |
 ALLThe Allstate Corporation COM | 2.07% | 0.11% | 0.11% |
 AJGArthur J. Gallagher & Co. | 1.92% | 0.10% | 0.10% |
 AFLAflac Incorporated COM | 1.81% | 0.09% | 0.09% |
 METMetLife Inc. COM | 1.95% | 0.08% | 0.08% |
 AIGAmerican International Group Inc. COM NEW | 1.79% | 0.06% | 0.06% |
 PRUPrudential Financial, Inc. COM | 1.94% | 0.06% | 0.06% |
 HIGThe Hartford Insurance Group Inc. COM | 1.87% | 0.06% | 0.06% |
 ACGLArch Capital Group Ltd. COM USD0.01 | 1.82% | 0.05% | 0.05% |
 WTWWillis Towers Watson Public Limited Company COM USD0.000304635 | 2.16% | 0.05% | 0.05% |
 CINFCincinnati Financial Corporation COM | 1.81% | 0.04% | 0.04% |
 PFGPrincipal Financial Group Inc. COM | 1.77% | 0.03% | 0.03% |
 WRBW.R. Berkley Corporation COM | 1.77% | 0.03% | 0.03% |
 BROBrown & Brown Inc COM | 1.98% | 0.03% | 0.03% |
 LLoews Corporation COM | 1.80% | 0.03% | 0.03% |
 AIZAssurant Inc. COM | 1.93% | 0.02% | 0.02% |
 EGEverest Group Ltd COM USD0.01 | 1.85% | 0.02% | 0.02% |
 GLGlobe Life Inc COM | 1.92% | 0.02% | 0.02% |
 ERIEErie Indemnity Co., Class A | 1.84% | 0.01% | 0.01% |
Frequently Asked Questions
How much do KIE and SPY overlap?
KIE and SPY overlap by 1.7% of portfolio weight. They share 23 holdings (KIE holds 53 positions and SPY holds 504), based on each fund's latest SEC-reported holdings.
Is it redundant to own both KIE and SPY?
The two portfolios are 1.7% 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 SPY?
The largest positions held by both funds are CB, PGR, MRSH, TRV and AON. Together the top 10 shared positions account for 72% of the total overlap.
What does KIE own that SPY doesn't?
30 positions (56.5% of KIE) are unique to KIE, led by BWIN, SKWD and LNC. In the other direction, 481 positions (98.2% of SPY) are unique to SPY.