Chicago Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Chicago Wealth 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 Q3	–	Sell	-140,060	Closed	-$8.37M	–	52
2025 Q2	$8.37M	Sell	140,060 -2,577	-2%	-$150K	3.99%	16
2025 Q1	$8.63M	Buy	142,637 +2,557	+2%	+$149K	4.52%	12
2024 Q4	$7.92M	Buy	140,080 +5,558	+4%	+$323K	4.11%	15
2024 Q3	$7.63M	Buy	134,522 +2,772	+2%	+$149K	4.07%	15
2024 Q2	$6.57M	Buy	131,750 +1,221	+0.9%	+$61.2K	3.78%	15
2024 Q1	$6.8M	Buy	130,529 +563	+0.4%	+$27.3K	4.04%	12
2023 Q4	$5.88M	Sell	129,966 -1,604	-1%	-$70.4K	4.02%	11
2023 Q3	$5.6M	Buy	131,570 +248	+0.2%	+$10.5K	4.41%	11
2023 Q2	$5.37M	Sell	131,322 -1,401	-1%	-$55.8K	4.09%	11
2023 Q1	$5.22M	Buy	132,723 +4,903	+4%	+$204K	4.15%	9
2022 Q4	$5.23M	Buy	+127,820	New	+$5.16M	4.51%	8

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

Chicago Wealth Management's KIE Position: Q3 2025 in Review

Chicago Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 140,060 shares — an estimated $8.37M sold.

Chicago Wealth Management first reported a position in KIE in Q4 2022 and held it in 11 quarters. The position peaked at $8.63M in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Chicago Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Chicago Wealth Management sold 140,060 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $8.37M.
Chicago Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 11 quarters.
Chicago Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $8.63M in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Chicago Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.