Beacon Harbor Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Beacon Harbor Wealth Advisors’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 Q1	–	Sell	-205,388	Closed	-$11.6M	–	86
2024 Q4	$11.6M	Buy	+205,388	New	+$11.9M	2.7%	6

Other funds holding KIE

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's KIE Position: Q1 2025 in Review

Beacon Harbor Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 205,388 shares — an estimated $11.6M sold.

Beacon Harbor Wealth Advisors first reported a position in KIE in Q4 2024 and held it in 1 quarter. The position peaked at $11.6M in Q4 2024. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Beacon Harbor Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 205,388 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $11.6M.
Beacon Harbor Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $11.6M in Q4 2024.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.