1858 Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

1858 Wealth Management’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
2025 Q3	–	Sell	-15,475	Closed	-$924K	–	123
2025 Q2	$924K	Buy	15,475 +111	+0.7%	+$6.45K	0.68%	42
2025 Q1	$930K	Buy	15,364 +326	+2%	+$19K	0.79%	41
2024 Q4	$850K	Buy	15,038 +579	+4%	+$33.7K	0.67%	44
2024 Q3	$821K	Sell	14,459 -263	-2%	-$14.1K	0.68%	47
2024 Q2	$734K	Buy	14,722 +1,737	+13%	+$87K	0.61%	51
2024 Q1	$587K	Hold	12,985	–	–	0.56%	56
2023 Q4	$587K	Buy	+12,985	New	+$570K	0.56%	56

Other funds holding KIE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

1858 Wealth Management's KIE Position: Q3 2025 in Review

1858 Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 15,475 shares — an estimated $924K sold.

1858 Wealth Management first reported a position in KIE in Q4 2023 and held it in 7 quarters. The position peaked at $930K in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

1858 Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 15,475 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $924K.
1858 Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 7 quarters.
1858 Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $930K in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.