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AWM
Activest Wealth Management’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
Activest 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
2026
Q1
–
Sell
-612
Closed
-$35.2K
–
1331
2025
Q4
$36.8K
Hold
612
–
–
0.01%
377
2025
Q3
$36.3K
Hold
612
–
–
0.01%
294
2025
Q2
$36.6K
Hold
612
–
–
0.01%
246
2025
Q1
$37K
Sell
612
-197
-24%
-$11.5K
0.01%
218
2024
Q4
$45.7K
Buy
+809
New
+$47.1K
0.01%
179
2022
Q4
–
Sell
-1,350
Closed
-$49K
–
465
2022
Q3
$49K
Buy
+1,350
New
+$51.5K
0.02%
181
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
BNP Paribas Financial Markets
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$152B AUM
31.61%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
FMI
Factory Mutual Insurance
Waltham, Massachusetts
$8.89B AUM
25.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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