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

Brookstone 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 Q1	–	Sell	-17,554	Closed	-$992K	–	1043
2024 Q4	$992K	Sell	17,554 -62,520	-78%	-$3.64M	0.01%	535
2024 Q3	$4.54M	Buy	80,074 +2,514	+3%	+$135K	0.07%	260
2024 Q2	$4.09M	Buy	77,560 +3,838	+5%	+$192K	0.07%	264
2024 Q1	$3.84M	Buy	73,722 +3,601	+5%	+$174K	0.07%	255
2023 Q4	$3.17M	Buy	70,121 +53,785	+329%	+$2.36M	0.06%	258
2023 Q3	$704K	Buy	+16,336	New	+$692K	0.02%	501
2022 Q2	–	Sell	-14,396	Closed	-$599K	–	797
2022 Q1	$599K	Buy	+14,396	New	+$580K	0.01%	524
2020 Q1	–	Sell	-94,144	Closed	-$3.34M	–	380
2019 Q4	$3.34M	Sell	94,144 -23,915	-20%	-$836K	0.17%	92
2019 Q3	$4.16M	Sell	118,059 -17,300	-13%	-$596K	0.23%	71
2019 Q2	$4.6M	Buy	+135,359	New	+$4.46M	0.27%	66
2017 Q3	–	Sell	-369,600	Closed	-$10.8M	–	333
2017 Q2	$10.8M	Sell	369,600 -48,054	-12%	-$1.38M	1.03%	20
2017 Q1	$12M	Sell	417,654 -83,673	-17%	-$2.38M	1.21%	13
2016 Q4	$13.9M	Sell	501,327 -98,853	-16%	-$2.59M	1.52%	6
2016 Q3	$14.8M	Sell	600,180 -41,565	-6%	-$1.01M	1.63%	10
2016 Q2	$15.2M	Buy	641,745 +84,420	+15%	+$1.98M	1.99%	10
2016 Q1	$12.9M	Sell	557,325 -132,111	-19%	-$2.9M	1.94%	11
2015 Q4	$16M	Sell	689,436 -23,673	-3%	-$558K	3.07%	9
2015 Q3	$16.1M	Buy	+713,109	New	+$16.6M	2.91%	12

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

Brookstone Capital Management's KIE Position: Q1 2025 in Review

Brookstone Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 17,554 shares — an estimated $992K sold.

Brookstone Capital Management first reported a position in KIE in Q3 2015 and held it in 18 quarters. The position peaked at $16.1M in Q3 2015. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Brookstone Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Brookstone Capital Management sold 17,554 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $992K.
Brookstone Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2015 and held it in 18 quarters.
Brookstone Capital Management's State Street SPDR S&P Insurance ETF position peaked at $16.1M in Q3 2015.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.