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Brookwood Investment Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Brookwood Investment Group’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
-4,334
Closed -$262K – 491
2025
Q1 		$262K Buy
+4,334
New +$252K 0.05% 345

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brookwood Investment Group's KIE Position: Q2 2025 in Review

Brookwood Investment Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 4,334 shares — an estimated $262K sold.

Brookwood Investment Group first reported a position in KIE in Q1 2025 and held it in 1 quarter. The position peaked at $262K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

  • Brookwood Investment Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 4,334 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $262K.
  • Brookwood Investment Group first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's State Street SPDR S&P Insurance ETF position peaked at $262K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.