Barometer Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Barometer Capital 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	-10,250	Closed	-$620K	–	200
2025 Q1	$620K	Sell	10,250 -18,110	-64%	-$1.05M	0.23%	40
2024 Q4	$1.5M	Buy	28,360 +14,030	+98%	+$816K	0.6%	33
2024 Q3	$813K	Sell	14,330 -1,500	-9%	-$80.7K	0.23%	50
2024 Q2	$789K	Buy	15,830 +3,000	+23%	+$150K	0.3%	46
2024 Q1	$623K	Buy	12,830 +4,670	+57%	+$226K	0.16%	80
2023 Q4	$369K	Sell	8,160 -15,550	-66%	-$683K	0.1%	104
2023 Q3	$1.01M	Buy	+23,710	New	+$1M	0.32%	45
2023 Q1	–	Sell	-24,000	Closed	-$983K	–	144
2022 Q4	$983K	Buy	+24,000	New	+$968K	0.29%	58
2022 Q3	–	Sell	-20,700	Closed	-$866K	–	81
2022 Q2	$866K	Sell	20,700 -17,300	-46%	-$682K	0.35%	40
2022 Q1	$1.6M	Buy	38,000 +6,000	+19%	+$242K	0.29%	59
2021 Q4	$1.29M	Buy	32,000 +10,100	+46%	+$405K	0.22%	77
2021 Q3	$827K	Sell	21,900 -2,100	-9%	-$80.9K	0.16%	94
2021 Q2	$925K	Buy	+24,000	New	+$934K	0.18%	97
2019 Q4	–	Sell	-89,400	Closed	-$3.15M	–	156
2019 Q3	$3.15M	Sell	89,400 -29,100	-25%	-$1M	0.34%	72
2019 Q2	$4.03M	Buy	118,500 +86,000	+265%	+$2.83M	0.52%	60
2019 Q1	$1M	Sell	32,500 -70,800	-69%	-$2.17M	0.11%	119
2018 Q4	$2.93M	Sell	103,300 -175,500	-63%	-$5.28M	0.6%	58
2018 Q3	$8.94M	Buy	+278,800	New	+$8.8M	0.69%	47
2018 Q2	–	Sell	-68,400	Closed	-$2.12M	–	152
2018 Q1	$2.12M	Sell	68,400 -29,600	-30%	-$919K	0.18%	103
2017 Q4	$3.01M	Sell	98,000 -9,400	-9%	-$288K	0.27%	104
2017 Q3	$3.22M	Sell	107,400 -71,400	-40%	-$2.13M	0.31%	92
2017 Q2	$5.25M	Buy	178,800 +28,800	+19%	+$829K	0.53%	58
2017 Q1	$4.3M	Buy	150,000 +1,800	+1%	+$51.2K	0.37%	61
2016 Q4	$4.1M	Buy	148,200 +4,800	+3%	+$126K	0.46%	57
2016 Q3	$3.54M	Buy	143,400 +89,100	+164%	+$2.16M	0.39%	63
2016 Q2	$1.29M	Buy	54,300 +26,700	+97%	+$627K	0.13%	97
2016 Q1	$637K	Sell	27,600 -25,500	-48%	-$560K	0.06%	124
2015 Q4	$1.23M	Sell	53,100 -36,600	-41%	-$863K	0.12%	85
2015 Q3	$2.02M	Buy	89,700 +36,600	+69%	+$850K	0.25%	58
2015 Q2	$1.21M	Buy	+53,100	New	+$1.21M	0.1%	94
2015 Q1	–	Sell	-34,800	Closed	-$774K	–	149
2014 Q4	$774K	Sell	34,800 -12,300	-26%	-$266K	0.07%	86
2014 Q3	$988K	Buy	+47,100	New	+$999K	0.08%	81

Other funds holding KIE

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

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

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 $8.89B AUM 25.87% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barometer Capital Management's KIE Position: Q2 2025 in Review

Barometer Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 10,250 shares — an estimated $620K sold.

Barometer Capital Management first reported a position in KIE in Q3 2014 and held it in 32 quarters. The position peaked at $8.94M in Q3 2018. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Barometer Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Barometer Capital Management sold 10,250 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $620K.
Barometer Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2014 and held it in 32 quarters.
Barometer Capital Management's State Street SPDR S&P Insurance ETF position peaked at $8.94M in Q3 2018.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Barometer Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.