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

CAPTRUST Financial 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 Q3	–	Sell	-3,576	Closed	-$214K	–	2670
2025 Q2	$214K	Buy	+3,576	New	+$208K	﹤0.01%	2262
2022 Q3	–	Sell	-659	Closed	-$25K	–	3107
2022 Q2	$25K	Hold	659	–	–	﹤0.01%	3246
2022 Q1	$28K	Hold	659	–	–	﹤0.01%	3195
2021 Q4	$27K	Hold	659	–	–	﹤0.01%	3096
2021 Q3	$25K	Hold	659	–	–	﹤0.01%	3010
2021 Q2	$25K	Hold	659	–	–	﹤0.01%	2959
2021 Q1	$24K	Buy	659 +427	+184%	+$15K	﹤0.01%	2889
2020 Q4	$8K	Buy	232 +73	+46%	+$2.3K	﹤0.01%	2667
2020 Q3	$5K	Hold	159	–	–	﹤0.01%	2533
2020 Q2	$4K	Buy	+159	New	+$4.21K	﹤0.01%	2445
2019 Q4	–	Sell	-159	Closed	-$6K	–	1422
2019 Q3	$6K	Hold	159	–	–	﹤0.01%	1619
2019 Q2	$5K	Hold	159	–	–	﹤0.01%	1647
2019 Q1	$5K	Sell	159 -100	-39%	-$3.06K	﹤0.01%	1529
2018 Q4	$7K	Buy	259 +100	+63%	+$3.01K	﹤0.01%	1284
2018 Q3	$5K	Hold	159	–	–	﹤0.01%	1353
2018 Q2	$5K	Buy	+159	New	+$4.88K	﹤0.01%	1327

Other funds holding KIE

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

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

Citigroup New York $303B AUM 53.02% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

CAPTRUST Financial Advisors's KIE Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 3,576 shares — an estimated $214K sold.

CAPTRUST Financial Advisors first reported a position in KIE in Q2 2018 and held it in 16 quarters. The position peaked at $214K in Q2 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

CAPTRUST Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
CAPTRUST Financial Advisors sold 3,576 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $214K.
CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2018 and held it in 16 quarters.
CAPTRUST Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $214K in Q2 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.