Chase Investment Counsel’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Chase Investment Counsel’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	-8,517	Closed	-$508K	–	143
2025 Q2	$508K	Buy	+8,517	New	+$495K	0.16%	93

Other funds holding KIE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Chase Investment Counsel's KIE Position: Q3 2025 in Review

Chase Investment Counsel sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 8,517 shares — an estimated $508K sold.

Chase Investment Counsel first reported a position in KIE in Q2 2025 and held it in 1 quarter. The position peaked at $508K in Q2 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Chase Investment Counsel reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Chase Investment Counsel sold 8,517 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $508K.
Chase Investment Counsel first reported a position in State Street SPDR S&P Insurance ETF in Q2 2025 and held it in 1 quarter.
Chase Investment Counsel's State Street SPDR S&P Insurance ETF position peaked at $508K in Q2 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.