Bristlecone Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bristlecone 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 Q2	–	Sell	-152	Closed	-$9.2K	–	328
2025 Q1	$9.2K	Hold	152	–	–	﹤0.01%	355
2024 Q4	$8.59K	Hold	152	–	–	﹤0.01%	349
2024 Q3	$8.63K	Buy	+152	New	+$8.17K	﹤0.01%	352
2023 Q2	–	Sell	-152	Closed	-$5.98K	–	309
2023 Q1	$5.98K	Buy	+152	New	+$6.33K	﹤0.01%	336

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 $10.6B AUM 34.1% 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

Bristlecone Advisors's KIE Position: Q2 2025 in Review

Bristlecone Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 152 shares — an estimated $9.2K sold.

Bristlecone Advisors first reported a position in KIE in Q1 2023 and held it in 4 quarters. The position peaked at $9.2K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Bristlecone Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 152 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $9.2K.
Bristlecone Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 4 quarters.
Bristlecone Advisors's State Street SPDR S&P Insurance ETF position peaked at $9.2K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.