Ameritas Advisory Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-1,374	Closed	-$81.5K	–	1587
2025 Q3	$81.5K	Sell	1,374 -24	-2%	-$1.4K	0.01%	905
2025 Q2	$83.5K	Buy	+1,398	New	+$81.2K	﹤0.01%	1066
2023 Q2	–	Sell	-662	Closed	-$26K	–	1640
2023 Q1	$26K	Buy	+662	New	+$27.6K	﹤0.01%	1522

Other funds holding KIE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

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

KWM

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

Ameritas Advisory Services's KIE Position: Q4 2025 in Review

Ameritas Advisory Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 1,374 shares — an estimated $81.5K sold.

Ameritas Advisory Services first reported a position in KIE in Q1 2023 and held it in 3 quarters. The position peaked at $83.5K in Q2 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Ameritas Advisory Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,374 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $81.5K.
Ameritas Advisory Services first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's State Street SPDR S&P Insurance ETF position peaked at $83.5K in Q2 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.