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

Capital Planning 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
Q4 		– Sell
-138,450
Closed -$8.21M – 165
2025
Q3 		$8.21M Sell
138,450
-3,235
-2% -$188K 1.13% 24
2025
Q2 		$8.46M Sell
141,685
-4,532
-3% -$263K 1.24% 22
2025
Q1 		$8.85M Buy
146,217
+383
+0.3% +$22.3K 1.37% 22
2024
Q4 		$8.24M Buy
145,834
+7,178
+5% +$418K 1.27% 21
2024
Q3 		$7.87M Buy
138,656
+717
+0.5% +$38.6K 1.19% 21
2024
Q2 		$6.87M Buy
137,939
+4,444
+3% +$223K 1.18% 21
2024
Q1 		$6.95M Sell
133,495
-2,961
-2% -$143K 1.22% 20
2023
Q4 		$6.17M Buy
136,456
+622
+0.5% +$27.3K 1.17% 21
2023
Q3 		$5.78M Sell
135,834
-4,101
-3% -$174K 1.21% 21
2023
Q2 		$5.72M Sell
139,935
-14,512
-9% -$578K 1.16% 22
2023
Q1 		$6.08M Sell
154,447
-33,236
-18% -$1.38M 1.29% 20
2022
Q4 		$7.69M Sell
187,683
-5,153
-3% -$208K 1.83% 13
2022
Q3 		$6.97M Buy
192,836
+32,804
+20% +$1.25M 1.87% 14
2022
Q2 		$6.06M Buy
+160,032
New +$6.31M 1.6% 20

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Capital Planning Advisors's KIE Position: Q4 2025 in Review

Capital Planning Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 138,450 shares — an estimated $8.21M sold.

Capital Planning Advisors first reported a position in KIE in Q2 2022 and held it in 14 quarters. The position peaked at $8.85M in Q1 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

  • Capital Planning Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 138,450 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $8.21M.
  • Capital Planning Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2022 and held it in 14 quarters.
  • Capital Planning Advisors's State Street SPDR S&P Insurance ETF position peaked at $8.85M in Q1 2025.
  • 150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Capital Planning Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.