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Advyzon Investment Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Advyzon Investment 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
Q2 		– Sell
-11,686
Closed -$707K – 389
2025
Q1 		$707K Buy
+11,686
New +$679K 0.25% 78

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advyzon Investment Management's KIE Position: Q2 2025 in Review

Advyzon Investment Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 11,686 shares — an estimated $707K sold.

Advyzon Investment Management first reported a position in KIE in Q1 2025 and held it in 1 quarter. The position peaked at $707K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

  • Advyzon Investment Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 11,686 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $707K.
  • Advyzon Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 1 quarter.
  • Advyzon Investment Management's State Street SPDR S&P Insurance ETF position peaked at $707K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Advyzon Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.