Barrett & Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Barrett & Company’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	-53	Closed	-$3.14K	–	649
2025 Q2	$3.14K	Buy	53 +1	+2%	+$58	﹤0.01%	558
2025 Q1	$3.18K	Hold	52	–	–	﹤0.01%	526
2024 Q4	$2.97K	Sell	52 -1	-2%	-$58	﹤0.01%	530
2024 Q3	$2.98K	Hold	53	–	–	﹤0.01%	517
2024 Q2	$2.62K	Hold	53	–	–	﹤0.01%	528
2024 Q1	$2.74K	Hold	53	–	–	﹤0.01%	531
2023 Q4	$2.38K	Hold	53	–	–	﹤0.01%	524
2023 Q3	$2.24K	Hold	53	–	–	﹤0.01%	539
2023 Q2	$2.15K	Hold	53	–	–	﹤0.01%	526
2023 Q1	$2.07K	Hold	53	–	–	﹤0.01%	514
2022 Q4	$2.15K	Hold	53	–	–	﹤0.01%	512
2022 Q3	$2.15K	Buy	+53	New	+$2.02K	﹤0.01%	512

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

FMI

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Barrett & Company's KIE Position: Q3 2025 in Review

Barrett & Company sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 53 shares — an estimated $3.14K sold.

Barrett & Company first reported a position in KIE in Q3 2022 and held it in 12 quarters. The position peaked at $3.18K in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Barrett & Company reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Barrett & Company sold 53 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $3.14K.
Barrett & Company first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and held it in 12 quarters.
Barrett & Company's State Street SPDR S&P Insurance ETF position peaked at $3.18K in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Barrett & Company's 13F filing for Q3 2025, filed 31 Oct 2025.